Watch Now: Cannabis Tax Webinar 11/7

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As we approach the conclusion of 2023, the Cannabis Practice at AAFCPAs extends a warm invitation to our esteemed clients and friends to proactively evaluate their comprehensive financial status in anticipation of strategic year-end tax planning. Please remember, implementing the majority of tax-saving strategies necessitates action on or before December 31. At AAFCPAs, we stand ready to assist you in mitigating your tax liabilities and look forward with enthusiasm to steering you through the forthcoming 2023-2024 tax season, assuring a smooth and beneficial transition into the new financial year.

Tax strategies covered in this webinar include:

  • Key Considerations for Tax Compliance Readiness
  • 280E Tax Considerations and the Impact of States’ Decoupling
  • How Rescheduling Could Impact Tax and Operations
  • Understanding Applicable Tax Credits and Incentives Including the Employee Retention Credit and Inflation Reduction Act Credits
  • Multistate Tax Compliance and Streamlining to Reduce Administration and Costs
  • How Tax Affects Merger, Acquisition, and Divestiture Decisions
  • Analytics and Key Performance Indicators
  • And much more!

Speakers (L-R): David McManus, CPA, CGMA, Tomás A. Pueyo, Jr., CPA, MSA, Joshua England, LLM, Esq., Janice O’Reilly, CPA, CGMA, and David J. Gravel, CPA, MPAc

Download AAFCPAs’ Cannabis Tax Webinar slides here. >>


About the Authors

Joshua England

Joshua England, LLM, Esq.

Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors. (more…) …
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 …
David McManus

David McManus, CPA, CGMA

Dave leads AAFCPAs’ national Cannabis Business Practice, and has been deeply immersed in understanding the complex financial and operational nuances of the industry since 2012. His subject matter expertise was sought by the U.S. Treasury and Senate Finance Committee for guidance on critical considerations regarding the 280E transition following DEA rescheduling news. As a key advisor through the AICPA, Dave and his cannabis team provides insights to shape regulatory guidance on this issue. He provides highly …
Janice O'Reilly

Janice O’Reilly, CPA, CGMA

Janice is a Partner in the Consulting Division of AAFCPAs and advisor and former leader of the Outsourced Accounting & Fractional CFO practice, which provides “right-size” outsourced accounting solutions, from cloud-based bookkeeping to CFO deliverables, designed to optimize the effectiveness of the modern finance function.  Public, privately-held, and nonprofit organizations value the pragmatic assessment, infrastructure set-up, and flawless execution of their accounting & finance deliverables—all completed with the resources and technical expertise of AAFCPAs’ full-service …
Tomas Pueyo

Tomás A. Pueyo, Jr., CPA, MSA

Tomas is a member of AAFCPAs Commercial Tax Practice working alongside an integrated team of seasoned, well-known CPAs and industry leaders in the delivery of international, federal, multi-state, and local tax planning & compliance solutions. Tomas has extensive experience preparing complex C corporation, S corporation, and partnership income tax returns for privately held businesses. This includes unique and emerging industries, including green tech/clean tech and cannabis. He researches and drafts memorandums involving complex tax matters and …