Watch Now: 2022 Year-End Tax Planning & Compliance for Privately Held Companies
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Year-End Business Tax Planning
In this live webinar, AAFCPAs’ Business Tax Advisors covered Federal, State, and International tax planning strategies for privately held businesses. Listen to hear what you may need to consider now to optimize your 2022 tax position.
Topics Covered Include:
Federal Taxation:
Tax Credits
Employee Retention Credit: Do you qualify, and how to calculate
Research & Development Credits
Other Federal Credits of which to be aware
Net Operating Loss use and limitation
Overview of the new IRS Form 7203: Used by S corporation shareholders to figure out the potential limitations of their share of deductions, credits, and other items that can be deducted on their returns
State & Local Taxation
Significant legislation/cases in state corporate income tax and sales & use tax
Impact of remote workers
Potential pitfalls of use tax
PTE tax updates
State credit and incentive programs
Due diligence considerations
Canadian tax considerations
International Taxation
Permanent establishment and nexus in foreign countries, how outbound consulting and other activities across borders may require foreign tax return filing requirements
Tax treaties which can prevent assessment of tax in these situations
Form 1120Fs and protective U.S. returns for foreign companies.
Schedules K-2s and K-3s for partners and flow-through investors
Rich has more than 35 years of broad tax experience with a specialty in tax planning and consulting for private and publicly held national and multi-national businesses. He has expertise advising software, biotechnology, medical device, life science, manufacturing, retail, professional service, and publishing industries.
Rich helps AAFCPAs’ corporate clients streamline their operations, maximize tax savings, and ensure regulatory compliance. His strategic tax recommendations consider each company’s specific financial circumstances, business operations, and goals. This may involve …
Kelly is a senior leader in AAFCPAs’ Commercial Tax practice. She advises individuals, partnerships, corporations, and trusts operating in multiple states and municipalities on opportunities to save tax dollars through advanced tax planning and risk mitigation. She enthusiastically assists AAFCPAs clients in identifying all location-specific tax incentives and credits which could have a major impact on business entities and their owners.
Kelly has deep expertise providing: nexus analysis for income/franchise tax and sales & use taxes; …
Anthony (Tony) provides proactive international, federal, and state tax planning, compliance, and business advisory services to multi-state and multi-national businesses in a variety of industries. His expertise includes tax provision preparation for both public and private companies.
Tony advises C corporation clients on available tax benefits to minimize or prevent double taxation, including benefits made available as part of new and emerging legislation. He counsels flow-through entities on taxation of partnerships and S corporations as well …
Kevin specializes in providing federal, state, and local tax planning & compliance solutions for C Corporations, S Corporations, partnerships & their owners. He provides tax guidance on formation & reorganizations, deductions, income, and reporting & filing requirements.
Kevin has strong experience planning, executing, and delivering innovative federal and state tax planning, consulting, and compliance expertise to clients. He conducts tax research related to federal and state income taxes, including pass-through entity taxation, consolidated/unitary filing requirements, and …
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