Richard Weiner Invited to Speak at AM&AA Winter Conference
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AAFCPAs’ Richard Weiner, CPA, MST, CM&AA, Tax Partner and a leader of AAFCPAs’ Business Transaction Advisory practice has been invited to speak at the 2025 AM&AA (Alliance of Merger & Acquisition Advisors) Winter Conference being held January 21-22, 2025, in Scottsdale, Arizona. This annual event brings together top executives from investment banks, private equity firms, lending institutions, and M&A advisors from across the globe.
Rich will join a panel of M&A advisors for General Session #6 – Post-Election Tax Changes: Impact on M&A Deals. This session will provide in-depth analysis of how proposed tax reforms stemming from the new administration’s tax plan could reshape corporate taxes, capital gains, and international tax policies. Panelists will discuss the implications for deal structures, valuations, and overall market activity, offering attendees actionable strategies to navigate the evolving tax landscape and optimize their M&A approach.
Save The Date
What: Post-Election Tax Changes: Impact on M&A Deals When: Wednesday, January 22, 2025, 3:40 PM – 4:30 PM Where: AM&AA Winter Conference, The Scott Resort & Spa, Scottsdale, Arizona
The AM&AA Winter Conference is recognized as a premier event for M&A professionals. With educational sessions, interactive workshops, and exclusive networking opportunities like Deal Connect meetings, the conference serves as a platform to cultivate connections, share insights, and accelerate dealmaking.
About Richard Weiner, CPA, MST, CM&AA
Rich is a tax partner and a leader in AAFCPAs’ Business Transaction Advisory practice advising clients in buy- and sell-side transactions. A Certified Merger & Acquisition Advisor® (CM&AA), he is proficient in the middle-market merger and acquisition (M&A) ecosystem along with the M&A process—from deal origination to due diligence, financial modeling, business valuation, deal structuring, negotiation, and transaction closing. Rich advises business owners and stockholders in transition, helping to plan for changes in ownership and management or recommending tax methodologies with a view toward the long term.
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 …
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