Webinar: 2022 Year-End Tax Planning & Compliance for Individuals, Families, and Trusts

Watch Now: Individual & Family Tax & Wealth Preservation

Tax planning is a critical challenge—especially in times of legislative and economic uncertainty. In this recorded webinar, AAFCPAs Tax Advisors will provide clients and friends with information on what they need to consider now to optimize their 2022 and beyond tax position.

Topics Covered Include:

  • Tax compliance readiness
  • Key considerations from the new Inflation Reduction Act
  • Tax advantages of Health Saving and Flexible Spending accounts
  • Self Employed retirement plans
  • Child related tax breaks
  • Tax strategies related to your estate plan
  • Tax-savvy donations and maximizing deductions
  • Minimizing the taxation of retirement plan distributions
  • And much more!


Richard Weiner, Daniel Seaman, Stacie Field, Chris Consoletti, and Jonathan Bloom

(L-R) Richard Weiner, CPA, MST (Moderator), Daniel Seaman, CPA, Stacie Field, CPA, MBA, Chris Consoletti, Esq., and Jonathan Bloom

Learn more about all of AAFCPAs’ other 2022 tax webinars here: 2022 Year-End Tax Planning & Compliance for Privately Held Companies and 2022 Year-End Tax Planning & Compliance for Cannabis Businesses.

Watch Now

About the Authors

Stacie Field
Stacie has been serving AAF clients since 2004, providing tax and business advisory services to closely-held businesses in a variety of industries, including: rental real estate, professional services, manufacturing & distribution, and technology. Stacie specializes in tax planning & compliance for S corporations, C-Corporations, partnerships, limited liability companies and high-net-worth individuals. She advises clients on year-end and multi-year tax planning; monitoring and forecasting of income and operations in order to avoid year-end surprises; historical and current year activity to ensure accuracy and completeness of federal and state filings; opportunities to maximize federal and state tax credits; and minimizing the impact of the Alternative Minimum Tax (AMT). Her depth of expertise ensures that clients are optimizing their tax liability, and that solutions are based upon deep knowledge of best practices and industry trends.
Rich has over 30 years of broad tax experience with a specialty in tax planning and consulting for private and publicly-held businesses. Rich has specific expertise in the Software, Bio-Technology, Medical Device, Life Science, Manufacturing, Retail, Professional Service and Publishing industries, as well as U.S. aspects of international taxation. He works extensively with European companies expanding into the U.S. market. Additional areas of focus include companies and stockholders in transition, including structuring of and planning for Mergers & Acquisitions, planning for changes in ownership and management, and adoption of tax methodologies with a view toward the long term. He is well known in his field and is a frequent speaker on a variety of tax related topics.
Daniel Seaman
Dan specializes in providing tax planning & compliance solutions for individuals, families and fiduciaries, helping AAF clients to safeguard and maximize their personal and family wealth.  He advises clients on year-end and multi-year tax planning strategies, including: minimizing the impact of the Alternative Minimum Tax (AMT); planning for mutual fund dividends and capital gains; estate & gift tax planning; maximizing charitable giving strategies; planning for estimated tax payments; minimizing the net investment tax; and minimizing overall taxes between generations of a family. Dan also provides tax planning & compliance solutions for privately-held businesses in a variety of commercial industries, including: high tech, software, manufacturing & distribution, professional services, physicians & private practice, retail and real estate.
Chris Consoletti
Chris, in conjunction with AAFCPAs’ multi-disciplinary team of CPAs, investment & business advisors, provides effective tax planning and research, tax compliance, charitable planning, and asset protection solutions for trusts & estates, corporations and partnerships. Chris provides clients with corporate law analysis and recommendations related to entity formation, management and board structure, executive compensation, limited liability protection, and the applicable laws of relevant states and jurisdictions. He evaluates and assesses opportunities and risks associated with complicated tax challenges or controversies.