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

Stacie has been serving AAFCPAs clients since 2004, providing tax and business advisory services to closely held businesses in a variety of industries including rental real estate, professional services, technology, and manufacturing and distribution. Stacie specializes in tax planning and 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 income and operations to avoid year-end surprises. She advises on historical and current year activity to ensure accuracy and completeness of federal and state filings, highlighting opportunities to maximize federal and state tax credits and minimize the impact of the Alternative Minimum Tax (AMT). She ensures that clients are optimizing their tax liability and that solutions are based on 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.

Dan is a leader in AAFCPAs’ Tax Practice advising select clients, including high-net-worth individuals along with their families and business interests. He works extensively with AAF Wealth Management clients, helping to ensure the seamless execution of their holistic financial plans. He navigates the intricacies of compliance, taxation, wealth optimization, asset protection & privacy. Since joining the firm in 2007, Dan has embraced AAFCPAs’ integrated service model as key to client success. He recognizes that this combination of tax and wealth management expertise leads to better-informed decisions, increased tax efficiency, and an enhanced client experience—all contributing to greater success in achieving a clients' financial goals.

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.