In today’s episode, we hear from RJ Martucci, Partner and Co-Lead of the Food & Beverage Practice at PKF O’Connor Davies, to break down the latest tax rules and strategies affecting beer wholesalers.
From entity structure and depreciation rules to credits, incentives, and estate planning, RJ shares practical guidance to help wholesalers reduce taxes, avoid surprises, and build long-term value.
If you want to keep more cash in your business — both now and when it’s time to exit — this episode is for you.
Key Takeaways & Topics Covered
- Tax Landscape Update – Latest federal and state tax changes affecting beer distributors.
- Smart Tax Planning Moves – High-impact year-end and mid-year strategies to manage tax liability and improve cash flow.
- Credits, Deductions & Incentives – Overlooked opportunities including energy efficiency, R&D, fuel credits, technology investments and more.
- Depreciation Strategy – How evolving bonus depreciation and Section 179 rules impact fleet and equipment investments.
- Succession & Estate Planning – How tax-efficient ownership transition protects business value and the next generation.
Want to learn more? Connect with RJ Martucci at RMartucci@pkfod.com
