Julie Chevalier

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

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 […]

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

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 […]

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

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 […]

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

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 […]

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 […]

Service Revenue Subject to Out-of-State Taxation

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 […]

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

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 […]