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

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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

Richard Weiner, CPA, MST, CM&AA

Rich brings more than 35 years of tax experience to privately held and publicly traded companies across the United States and internationally. He advises growth-oriented businesses navigating complex tax environments, offering practical guidance grounded in industry knowledge spanning software, biotechnology, medical device, life sciences, manufacturing, retail, professional services, and publishing. Business leaders engage Rich to connect tax planning with broader operational and financial goals. Working alongside executive and finance teams, he identifies opportunities to streamline operations, …
Chevalier-Julie

Julie Sauriol, 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 …
David Gravel

David J. Gravel, CPA, MPAc

Dave is a leader in AAFCPAs’ cannabis practice. He provides tax and consulting solutions to multi-state operators, recreational and medical retailers, cultivators, product manufacturers, and investors. He has extensive experience advising cannabis operators and license applicants 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. He also provides guidance on avoiding pitfalls associated with …