AAFCPAs Tax Partners Featured in Dealmaking Panel Discussion
AAFCPAs is proud to speak at the upcoming AM&AA New England Chapter networking event. Tax Partners Julie Sauriol, CPA and Richard Weiner, CPA, MST, CM&AA will join fellow panelist Sarah Grossman, CBI of BayState Business Brokers, for a discussion on collaboration in mergers and acquisitions.
This program will provide insight into how advisors from different disciplines work together to address challenges, structure deals, and drive successful outcomes for clients. Attendees will hear real-world perspectives on strategies that strengthen transactions and create value.
In addition to the panel, this event offers an opportunity to expand your network and connect with professionals across the dealmaking community.
Save The Date
What: Deal Diagnosis: AM&AA Advisor Panel
When: September 25, 2025, 4–7 PM ET
Where: Gesmer Updegrove, LLP, 40 Broad Street 3rd Floor, Boston MA
Julie is responsible for ensuring that clients minimize tax obligations with cutting-edge solutions based upon proven effective and reliable tax expertise. Her skills are concentrated on state and local taxation (SALT), including income, franchise, property, payroll and sales and use taxes. She delivers compliance, tax consulting and tax planning solutions for individuals and privately-held businesses in a variety of industries, including retail, professional services, technology, software, publishing, manufacturing and nonprofit entities. She is highly-sought after …
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 …
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