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2018 Year-End Tax Planning for Privately-Held Companies (Part 2) Webinar OnDemand

2018 Year-End Tax Planning for Privately-Held Companies (Part 2) Webinar OnDemand

In 2018, tax planning is more complicated than usual. Most provisions of the massive Tax Cuts and Jobs Act (TCJA) go into effect this year, and as a result you likely will need to change at least some of your tax planning strategies. In this Webinar, recorded live on October 23rd, 2018, AAFCPAs Richard Weiner, CPA, MST, Julie Chevalier, CPA, David Gravel, CPA, and David Consigli, Jr., CPA, ABV, CPVA, CDFA, provide business owners, executives,... continue reading

AAFCPAs’ Tax Practice to Present TCJA “Issues Identification” Session at CMFEO Executive Breakfast

AAFCPAs Tax Practice Leaders Richard Weiner, CPA, MST, Julie Chevalier, CPA, and Joshua England, JD, LLM will present a Tax Cuts and Jobs Act educational workshop on October 16th, for the benefit of The Central Massachusetts Financial Executives Organization (CMFEO). For privately-held companies, the TCJA impacts your financial statements, operating model, liquidity, investments and capital, and people. In this educational session, Rich, Julie and Josh will reveal some of the most significant TCJA changes... continue reading

Webinar: 2018 Year-End Tax Planning for Privately-Held Companies (Part 2)

Webinar: 2018 Year-End Tax Planning for Privately-Held Companies (Part 2)

Information continues to emerge as a result of the monumental Tax Cuts & Jobs Act.  For privately-held companies, the TCJA impacts your financial statements, operating model, liquidity, investments and capital, and people. For individuals, the TCJA impacts personal withholdings, charitable giving, family & education, retirement, and estate planning. AAFCPAs is pleased to offer a timely, 3-Part Webinar Series featuring some of the most significant TCJA changes and their potential impact... continue reading

Cautionary Tales: When year-round communication is left out of tax planning

The pace of change in business is rapid, and as you know, executive leadership must be poised to quickly respond to challenges and seize opportunities as they arise. Often, decisions made throughout the year in response to challenges and opportunities have tax implications. In some cases, the tax benefits of these decisions have windows of opportunity that can close if held and only addressed at year-end. In other cases, tax... continue reading

Accelerate Deductions and Reduce Tax Liability with Tangible Property Regulations and R&D Tax Credits

It is a little-known fact to most accountants that businesses leave money on the table by 1) paying taxes before they have to, and 2) by not identifying deductions in a timely manner that may be accelerated. At AAFCPAs, we regularly identify opportunities for clients that may yield new avenues for them to qualify for deductions or tax credits where they previously did not. Accelerate Deductions with Tangible Property Regulations The... continue reading

IRS Form 1099-MISC and related IRS Form 1096 Due January 31st

As a reminder, the IRS has changed the filing due date for IRS Form 1099-MISC and related IRS Form 1096 from February 28 to January 31 if they are being filed to report non-employee compensation as reported in Box 7 of the 1099-MISC. This January 31, 2017 due date coincides with the date the 1099s are to be distributed to recipients. 1099s that do not report non-employee compensation in Box... continue reading

AAFCPAs Julie Chevalier and Rich Weiner to Present at the MSCPA State Tax Conference on Multistate Tax Nexus & Apportionment

AAFCPAs Tax Partners Julie Chevalier and Richard Weiner will present an educational workshop at the Massachusetts Society of CPA’s (MSCPA) State Tax Conference scheduled for January 17th, 2017. This technical session is part of the MSCPA’s annual State Tax Conference. Multistate Tax Nexus and Apportionment is more complex and demanding than ever before, and state and local policymakers are increasing enforcement. AAFCPAs provides proactive tax planning strategies to commercial clients... continue reading

AAFCPAs Promotes Five to Partner to Support Firm Growth

AAFCPAs Promotes Five to Partner to Support Firm Growth

Westborough, MA 1/13/2016 – AAFCPAs is excited to announce the promotion of five additional Partners to our team.  Julie Chevalier, Dan Stanhope, Matt Troiano, Charlie Webb, and Matthew Boyle provide best value assurance, tax & advisory solutions, with outstanding client service to AAFCPAs’ growing client list of nonprofit organizations, privately-held commercial companies, and high-net-worth individuals & their families. Julie Chevalier, CPA, Tax Partner Julie is responsible for ensuring that clients... continue reading

Service Revenue Subject to Out-of-State Taxation

The old rule that a company needs to be “physically present” in a state in order to be subject to tax may no longer apply.  New legislation in certain jurisdictions means that service revenue may now be subject to out-of-state taxation.  New York and Tennessee are the newest states to adopt the market-based sourcing rules for service revenue apportionment.  These states, along with others, are looking for new ways to... continue reading

AAFCPAs Tax Manager, Julie Chevalier, CPA to Serve as Board Member and Treasurer of TechSandBox

AAFCPAs is excited to announce that Julie Chevalier, CPA has accepted a nomination and agrees to serve as a Board Member and Treasurer of TechSandBox™, a technology innovation center, accelerator and incubator for MetroWest, Massachusetts.  The two organizations have a long history of working closely together as AAFCPA fully supports the mission of TechSandBox. Julie will serve as a fiduciary of TechSandBox, and is responsible for overseeing the management and... continue reading