Webinar: 2022 Year-End Tax Planning & Compliance for Individuals, Families, and Trusts
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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 compliance readiness
Key considerations from the new Inflation Reduction Act
Tax advantages of Health Saving and Flexible Spending accounts
Self Employed retirement plans
Child related tax breaks
Tax strategies related to your estate plan
Tax-savvy donations and maximizing deductions
Minimizing the taxation of retirement plan distributions
Stacie is a senior leader in AAFCPAs’ Entrepreneurial Tax & Advisory practice helping closely-held businesses—including family-owned enterprises and ambitious entrepreneurs—address the entirety of their financial needs. Her industry experience includes real estate, professional services, technology, manufacturing & distribution. Her technical tax expertise includes issues related to S-Corporations, C-Corporations, partnerships, limited liability companies and high-net-worth individuals.
Stacie helps clients integrate their business and personal tax planning to help optimize tax efficiency, avoid double taxation, shift income in …
Rich has more than 35 years of broad tax experience with a specialty in tax planning and consulting for private and publicly held national and multi-national businesses. He has expertise advising software, biotechnology, medical device, life science, manufacturing, retail, professional service, and publishing industries.
Rich helps AAFCPAs’ corporate clients streamline their operations, maximize tax savings, and ensure regulatory compliance. His strategic tax recommendations consider each company’s specific financial circumstances, business operations, and goals. This may involve …
Dan is a leader in AAFCPAs’ Tax Practice advising select clients, including high-net-worth individuals along with their families and business interests. He works extensively with AAF Wealth Management clients, helping to ensure the seamless execution of their holistic financial plans. He navigates the intricacies of compliance, taxation, wealth optimization, asset protection & privacy.
Since joining the firm in 2007, Dan has embraced AAFCPAs’ integrated service model as key to client success. He recognizes that this combination …
Chris is a consulting attorney at AAFCPAs, working in conjunction with the firm’s multi-disciplinary team of CPAs and focusing primarily on tax-exempt organizations. He brings expertise in private foundations, lobbying regulations, multi-state filing and registration requirements, Unrelated Business Income Tax (UBIT), charitable solicitation regulations, IRS Form 990 best practice presentation and disclosure requirements, along with organizational formations and dissolutions. He also provides effective tax planning and research, tax compliance, charitable planning, and asset protection solutions …
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