Watch Now: AAFCPAs' Individual & Family Tax Webinar

AAFCPAs’ Individual & Family Tax and Wealth Preservation Webinar

As we near the close of another calendar year, we again encourage clients to assess their complete financial situation now in order to plan their year-end tax optimization strategy. As you do, be mindful that most tax reduction approaches must be implemented by December 31 or sooner. There are many ways AAFCPAs can minimize your tax liability, and we welcome the opportunity to help you navigate the upcoming 2023-2024 tax season. 

Topics include:

  • Tax Compliance Readiness
  • Understanding Credits That May Benefit You from the Inflation Reduction Act
  • Optimizing the Tax Advantages of Health Saving and Flexible Spending Accounts
  • Self-employed Retirement Plans
  • Strategies to Minimize Taxation on Retirement Plan Distributions (RMDs)
  • Secure Act 2.0 Reminders
  • Child-related Tax Breaks
  • Tax Strategies Related to Your Estate Plan
  • Tax-savvy Donations and Maximizing Deductions
  • Understanding the Massachusetts Millionaire Tax and Other New MA Tax Legislation
  • Pass-through Entity Taxes
  • And much more!

Speakers (L-R): Richard Weiner, CPA, MST, CM&AA, Daniel Seaman, CPA, Jonathan Bloom, CFP®, AIF®, Tyler Champagne, CPA, MSA, Joshua England, LLM, Esq.

Webinar OnDemand

Download AAFCPAs’ Individual & Family Tax and Wealth Preservation Webinar slides here. >>

About the Authors

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.
Jonathan Bloom
Jonathan is an experienced and passionate Investment Advisor and Financial Planner with a commitment to independent client-centric advice. He has proven success earning trust advising high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes investment management, estate, tax, retirement, insurance, charitable giving, and cash flow planning.
Tyler Champagne
Tyler provides proactive tax planning & compliance solutions for private, closely held businesses and their owners & shareholders in a variety of industries, including construction, real estate, professional services, and technology. Tyler combines technical knowledge with proactive tax strategies. He advises clients on year-end and multi-year tax planning, including: guidance related to how business and personal decisions may impact your tax strategy; understanding the impact of changes in tax code; monitoring opportunities to maximize federal and multi-state tax credits; evaluating nexus and apportionment; and monitoring & forecasting of income and expenses to avoid year-end surprises. His depth of expertise ensures that clients are taking advantage of all available short and long-term tax benefits to minimize their tax liability.
Joshua England, Tax Attorney
Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors.
Daniel Seaman
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.