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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, and their business advisors with an overview of some of the most significant Tax Cuts and Jobs Act (TCJA) changes and their potential impact on tax planning.

This OnDemand webinar covers:

  • The impact of the TCJA on the new Sec. 199A deduction for qualified business income, also known as the “flow through deduction”
  • The U.S. Supreme Court’s Wayfair Decision, and how it impacts state and local tax strategies
  • Succession planning considerations, including: how the TCJA may impact your buy/sell agreement
  • 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 1 for Privately-held Companies, and Part 3 for Individuals and 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.
Julie Chevalier, CPA
Julie is responsible for ensuring that clients minimize tax obligations with cutting-edge solutions based upon proven effective and reliable tax expertise.  Her skills are concentrated on state and local taxation (SALT), including: income, franchise, property, payroll and sales and use taxes. She delivers compliance, tax consulting and tax planning solutions for individuals and privately-held businesses in a variety of industries, including: retail, professional services, technology, software, publishing, manufacturing and nonprofit entities. She is highly-sought after for her knowledge on issues related to: 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.
David Consigli
Dave is a leader of AAFCPAs’ Business Valuations Practice, specializing in valuations of closely-held businesses, business and ownership interests, and intangible assets.  He brings over 30 years of business valuation, transaction advisory, succession planning, and tax planning experience to AAFCPAs’ diverse clients.  His skills and expertise are highly sought-after by business buyers, sellers and lenders for the purpose of mergers & acquisitions, marital dissolutions, shareholder buyouts and disputes, buy/sell agreements, life insurance, and succession planning. Dave provides specialized valuation solutions that focus on assisting clients in addressing shareholder value optimization and portfolio valuations.  He is a member of AAFCPAs’ ESOP Consulting & Administration practice, advising commercial business owners interested in using employee ownership as a tax-efficient strategy for business succession planning. He also consults individuals and families on various divorce matters, including asset division, unallocated support, and child support calculations.
David Gravel
Dave provides AAFCPAs’ clients with comprehensive tax expertise, specializing in federal, state, and multi-state tax planning and compliance solutions.  He provides proactive tax planning and compliance for sophisticated privately-held and closely-held C Corporations, S Corporations, and Partnerships, and integrates business tax strategies with owners’ and/or executives’ personal tax situations.  He advises clients in diverse industries, including: physicians & private healthcare practices, manufacturing & distribution, commercial waste management, and construction. Dave advises AAFCPAs’ cannabis industry clients on optimal entity structure, maximizing deductions in accordance with IRC Section 280E, and multi-year tax planning to ensure preferred tax results, with a focus on preserving cash and maximizing lender/investor value.