Matthew Lougee

Matt provides proactive tax and business advisory services to private, closely-held businesses and their owners in a variety of industries, including: construction, manufacturing & distribution, and retail. He specializes in providing federal and state tax planning & compliance for C Corps, S Corps, partnerships & their owners. He has been a valued resource to clients advising on the implications of COVID-19 stimulus initiatives, including the tax effects of Paycheck Protection Program loans and Employee Retention Tax Credits.

Matt advises clients on year-end and multi-year tax planning, including: understanding how business and personal decisions may impact tax strategy; understanding the impact of changes in tax code; monitoring opportunities to maximize federal tax credits; monitoring & forecasting of income and expenses to avoid year-end surprises. He proactively applies the strategic planning and thought processes from the business tax strategy to integrate into owners’ and/or executives’ personal tax situations. He coordinates, as appropriate, with AAFCPAs’ multidisciplinary team of Wealth Advisors and Tax Consulting Attorneys to introduce solutions for tax-efficient investing, estate & gift tax planning, maximizing charitable giving strategies, optimizing taxes between generations of a family, and asset protection.

Matt is a member of AAFCPAs’ Tax Workflow Innovation Committee, dedicated to understanding how the firm may utilize systems and processes to optimize the performance of people and the overall client experience. He is also a career Mentor, helping ensure AAFCPAs’ entry-level professionals have access to the tools and challenges needed to achieve intentional career experiences.