Richard Weiner, CPA, MST, CM&AA

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 determination of the best company structure, timing of income and deductions, and making use of tax credits and incentives.

Rich works extensively with European companies expanding into the U.S. market. This includes guidance on tax efficient business entity structuring of U.S. operations, certification of tax residency, and compliance with applicable U.S., multi-state, and international tax codes.

Rich is also a leader in AAFCPAs’ Business Transaction Advisory practice and has worked closely with numerous clients in both 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.

Education

• Bentley University – Master of Science in Taxation (MST)
• Boston University – Bachelor of Science, Accounting

Service

• Temple Beth Torah in Holliston – Past Board Member