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2018 Year-End Tax Planning for Privately-Held Companies (Part 1) 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 17th, 2018, AAFCPAs Richard Weiner, CPA, MST, Dave McManus, CPA, CGMA, Dan Cahill, CPA, and Bella Amigud, CPA, MST provide business owners, executives, and their business advisors with an essential overview of 2018 and 2019’s top year-end tax planning tips, as well as recommendations for on-going, year-round planning.

This OnDemand webinar covers:

  • How the decrease in tax rate impacts choice of entity
  • The impact of new regulations, including:
    • Meals & entertainment
    • Limited interest deduction
    • Depreciation changes
    • Uniform Capitalization (UNICAP)
    • Accounting method change procedures, and Form 3115, Application for Change in Accounting Method
    • Taxability of qualified fringe benefits
    • Changes in cash basis limits
    • And more…
  • Repatriation tax on foreign earnings, or Sec. 965
  • Q&A

Download the slide deck here.

Watch Webinar

Although you can’t avoid taxes, you can take steps to minimize them. AAFCPAs’ 2018 3-Part Tax Planning Webinar Series provides an overview of some of the most significant TCJA changes and their potential impact on tax planning. The combined impact of these changes will ultimately determine whether you see reduced taxes. It will also dictate which tax strategies will make sense for you this year, such as the best way to time income and expenses.

Learn more about Part 2 for Privately-held Companies, and Part 3 for Individuals & Families.

About the Authors

Richard Weiner CPA
Rich has over 30 years of broad tax experience with a specialty in tax planning and consulting for private and publicly-held businesses. Rich has specific expertise in the Software, Bio-Technology, Medical Device, Life Science, Manufacturing, Retail, Professional Service and Publishing industries, as well as U.S. aspects of international taxation. He works extensively with European companies expanding into the U.S. market. Additional areas of focus include companies and stockholders in transition, including structuring of and planning for Mergers & Acquisitions, planning for changes in ownership and management, and adoption of tax methodologies with a view toward the long term. He is well known in his field and is a frequent speaker on a variety of tax related topics.
David McManus CPA
Dave is AAFCPAs' co-managing partner, providing assurance, tax planning & compliance solutions to privately-held commercial companies. His client base consists of multinational manufacturing & distribution companies, real estate developers, auto dealerships, as well as high tech, bio tech, cannabis, and renewable energy companies. Dave’s areas of expertise include corporate tax planning & compliance, including tax aspects of US companies with foreign subsidiaries, as well as foreign companies that do business within the US.  He provides US market entry point consulting, advising multinational commercial corporations and nonprofits seeking to enter US markets via Boston, MA US.
Daniel Cahill
Dan has extensive experience in federal, state and multistate corporate taxation.  He delivers compliance and tax planning solutions for a variety of sophisticated privately-held C Corporations, S Corporations, and Partnerships, as well as high-net-worth individuals. Dan specializes in multistate taxation, including: state and local tax (SALT) analysis, sales and use taxes, determining nexus, accounting for income taxes (ASC 740), and negotiating voluntary disclosure agreements.  He also advises clients in partnership compliance, including analysis of partner allocations, taxability of distributions and deductibility of pass-through losses. Dan’s depth of expertise ensures that the firm’s emerging and growth-stage clients are fully compliant with multistate tax laws and regulations while optimizing tax strategies. He has been serving AAFCPAs clients since 2012.
Bella Amigud
Bella delivers compliance and tax planning solutions for public and privately-held companies, and family-owned businesses in a variety of industries, including: healthcare technology, high tech, software, green tech, clean tech, retail, and private equity.  Her skills are concentrated on federal and multi-state taxation, advising AAFCPAs’ clients on:  understanding the impact of the Tax Cuts and Jobs Act (H.R. 1); physical presence versus economic nexus; state apportionment; tax exposure in relation to FIN 48 financial reporting; and the tax implications of multi-state transactions, such as: mergers, acquisitions, expansions and relocations. Bella advises corporations, S corporations, partnerships, and limited liability companies on issues affecting tax liability.