Richard Weiner, CPA, MST, CM&AA

Rich brings more than 35 years of tax experience to privately held and publicly traded companies across the United States and internationally. He advises growth-oriented businesses navigating complex tax environments, offering practical guidance grounded in industry knowledge spanning software, biotechnology, medical device, life sciences, manufacturing, retail, professional services, and publishing.

Business leaders engage Rich to connect tax planning with broader operational and financial goals. Working alongside executive and finance teams, he identifies opportunities to streamline operations, manage tax exposure, and maintain regulatory compliance. His recommendations reflect each organization’s financial profile and long-term strategy, whether evaluating entity structure, assessing the timing of income and deductions, or identifying credits and incentives that strengthen cash flow and support reinvestment.

He also advises European-based companies expanding into the U.S. market. From structuring U.S. operations to addressing tax residency and multi-state compliance, Rich provides clear direction within a complex federal and international framework. His work helps global companies establish a stable foundation for growth in the United States.

As a leader in AAFCPAs’ Business Transaction Advisory practice, Rich supports clients through buy-side and sell-side transactions. A Certified Merger & Acquisition Advisor® (CM&AA), he guides business owners and shareholders through each phase of the M&A process including due diligence, financial modeling, valuation, deal structuring, negotiation, and closing. He helps clients prepare for ownership transitions, address tax considerations early, and structure transactions to support long-term financial goals. Rich is an AM&AA New England Chapter Executive Committee member.

Education

• Bentley University – Master of Science in Taxation (MST)
• Boston University – Bachelor of Science, Accounting

Service

• Alliance of Merger & Acquisition Advisors (AM&AA)
• American Institute of Certified Public Accountants
• Association for Corporate Growth (ACG)
• Exit Planning Exchange (XPX)
• Massachusetts Society of CPAs