Richard Weiner

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IRS Maintains Existing 1099-K TPSO Reporting Threshold for 2023

IRS Maintains Existing 1099-K TPSO Reporting Threshold for 2023

AAFCPAs would like to make clients aware that the IRS has announced a delay in implementing its new $600 1099-K reporting threshold for third-party settlement organizations (TPSOs), which include payment apps and online marketplaces like PayPal and Venmo, for calendar year 2023. This postpones the start of a 2021 law requiring that third-party settlement organizations […]

Watch Now: Business Tax Webinar 11/2

Watch Now: Business Tax Webinar 11/2

As 2023 draws to a close, we invite our valued business clients and friends to proactively assess their full financial picture to strategically plan their year-end tax optimization. It’s crucial to note that the majority of tax-saving strategies require implementation on or before December 31. AAFCPAs is poised to assist you in minimizing your tax […]

ABI-Lab Informational Luncheon Session

ABI-Lab Informational Luncheon Session

On September 28th, 2023, AAFCPAs‘ Nicole Zompa, CPA, Scott Posnick, and Rich Weiner, CPA, MST, CMAA held an educational luncheon session where they dove into crucial financial topics that early-stage Life Science and Biotech startups must address. Congratulations to the four winners of our gift-card raffle: Weimin Wu, Lynn Zheng, Skyler Michaud, and Yagmur Kan! Thank you to everyone who entered and attended!! #aafedu #greatmindsgreathearts

IRS Offers Relief to Taxpayers Affected by Hurricane Lee

IRS Offers Relief to Taxpayers Affected by Hurricane Lee

AAFCPAs and AAF Wealth Management would like to make clients aware that the IRS has offered tax relief for businesses and individuals affected by Hurricane Lee. Taxpayers in all 16 counties in Maine and all 14 counties in Massachusetts automatically qualify for relief as part of a coordinated federal response. Affected taxpayers now have until […]

Richard Weiner, CPA, MST Earns CM&AA Designation

Richard Weiner, CPA, MST Earns CM&AA Designation

AAFCPAs is pleased to announce that Richard Weiner, CPA, MST, Tax Partner has earned the Certified Merger & Acquisition Advisor® (CM&AA) designation issued by the Alliance of Merger and Acquisition Advisors. Certification is granted following the successful completion of coursework and is only maintained through mandatory continuing professional education (CPE) and development activities. Achievement of […]

Watch Now: 2022 Year-End Tax Planning & Compliance for Privately Held Companies

Watch Now: 2022 Year-End Tax Planning & Compliance for Privately Held Companies

Year-End Business Tax Planning In this live webinar, AAFCPAs’ Business Tax Advisors covered Federal, State, and International tax planning strategies for privately held businesses. Listen to hear what you may need to consider now to optimize your 2022 tax position. Topics Covered Include: Federal Taxation: Tax Credits Employee Retention Credit: Do you qualify, and how […]

Webinar: 2022 Year-End Tax Planning & Compliance for Individuals, Families, and Trusts

Webinar: 2022 Year-End Tax Planning & Compliance for Individuals, Families, and Trusts

Watch Now: Individual & Family Tax & Wealth Preservation Tax planning is a critical challenge—especially in times of legislative and economic uncertainty. In this recorded webinar, AAFCPAs Tax Advisors will provide clients and friends with information on what they need to consider now to optimize their 2022 and beyond tax position. Topics Covered Include: Tax […]

AAFCPAs’ Business Transaction Advisory Team Provides Insight for Business Sellers

AAFCPAs’ Business Transaction Advisory Team Provides Insight for Business Sellers

The Accountant’s Role in M&A – Value-Added Services AAFCPAs’ Business Transaction Advisory team will present an educational session on October 11th for Exit Planning Exchange (XPX) Greater Boston Chapter members, who include the finest merger/acquisition (M&A) and succession planning professionals in New England. Jack Finning, CPA, CGMA, CBEC will be joined by a panel of […]

MA Taxpayers May Expect Refunds of Excess Tax Revenue

MA Taxpayers May Expect Refunds of Excess Tax Revenue

Massachusetts’ State Auditor Suzanne Bump recently announced that Fiscal Year 2022 (FY22) Massachusetts tax revenue collections exceeded the annual tax revenue cap set by Chapter 62F of the Massachusetts General Laws by $2.941 billion. This revenue will be returned to taxpayers in the coming months. In general, eligible taxpayers will receive a credit in the […]