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Essential Business and Tax Issues Impacting Small Businesses in Today’s Economy - November 2, 2021 (Zoom)
Tuesday, November 02, 2021, 4:45 PM - 6:00 PM EST
Category: Events

 


 

Essential Business and Tax Issues Impacting Small Businesses
in Today’s Economy
with

Julie W. Chevalier, CPA
Tax Partner, AAFCPAs

Stacie Amaral Field, CPA, MBA
Director, Tax, AAFCPAs

Janice M. O’Reilly, CPA, CGMA
Partner, AAFCPAs 

presented by
The Boston Club's Entrepreneurs' Series

Details

Dates: 
Tuesday, November 2, 2021

Time:
4:45am - 5:00pm - Login & Networking
5:00pm - 6:00pm - Program and Q&A


Location:
Zoom Meeting
You will receive the dial-in information when you register 

Charge:
Reg and School St Members: No charge
Associate Members: No charge
Non-Members: $35

Register no later than:
Monday, November 1, 2021









 

 

Entrepreneurs from The Boston Club have developed a series of programs to benefit all women in business - join us for the latest session in our new series: Building New Business Through Knowledge and Networking


Join us to discuss the essential business and tax issues impacting small businesses in today's economy. This information session and Q&A will focus on

  • entity structures and tax impact
  • recordkeeping best practices
  • tax compliance including Federal and state income taxes
  • other business taxes
  • common mistakes with employee classification
  • and much more! 

Our Panelists:



Stacie Amaral Field, CPA, Director, Tax, has been serving AAF clients since 2004, providing tax and business advisory services to closely-held businesses in a variety of industries, including: rental real estate, professional services, manufacturing & distribution, and technology. Stacie specializes in tax planning & compliance for S corporations, C-Corporations, partnerships, limited liability companies and high-net-worth individuals. She advises clients on year-end and multi-year tax planning; monitoring and forecasting of income and operations in order to avoid year-end surprises; historical and current year activity to ensure accuracy and completeness of federal and state filings; opportunities to maximize federal and state tax credits; and minimizing the impact of the Alternative Minimum Tax (AMT). Her depth of expertise ensures that clients are optimizing their tax liability, and that solutions are based upon deep knowledge of best practices and industry trends.





Julie W. Chevalier, CPA, Tax Partner, 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 for her knowledge on issues related to: physical presence versus economic nexus; state apportionment; tax exposure in relation to FIN 48 financial reporting; and the tax implications of multi-state transactions, such as: mergers, acquisitions, expansions and relocations.

 

 

 


Janice M. O’Reilly, CPA, CGMA, Partner, is a Partner in the Consulting Division of AAFCPAs and leader of the Managed Accounting Solutions (MAS) 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 CPA and consulting firm.

 



Reg and School St Members: No Charge*
Associate Members: No Charge
Non-Members: $35

Click here to register for this event!

 * PLEASE NOTE:  For this event, reservations and cancellations will be accepted until 4:00pm, Monday, November 1, 2021



 

 

Contact: The Boston Club - [email protected] - 781-639-8002