2026 Form 1099 Reporting: New Thresholds, Familiar Year-End Preparations
New 1099 reporting thresholds are in effect for 2026. Businesses should understand what has changed and review vendor records, W-9 information, and payment activity before...
AAFCPAs is pleased to announce that Jack Finning, CPA, CGMA, CBEC recently earned the Certified Business Exit Consultant® designation from Pinnacle Equity Solutions, Inc. To receive the CBEC designation, Jack achieved a significant level of distinction, demonstrating mastery of the...
AAFCPAs is pleased to announce that Jack Finning, CPA, CGMA, CBEC recently earned the Certified Business Exit Consultant® designation from Pinnacle Equity Solutions, Inc. To receive the CBEC designation, Jack achieved a significant level of distinction, demonstrating mastery of the exit planning process including the delivery of solutions that assist business owners with the largest financial and emotional transaction of their lives.
Jack specializes in business exit strategy planning for owners of private companies. This includes guidance on exit options, developing an optimal exit strategy plan, analysis and advice on tax implications and costs, due diligence, transaction structure analysis, employee compensation programs, and post-transaction integration.
There are currently over ten million baby boomer business owners in the United States, and many will be exiting their business in the next five to ten years. Jack is uniquely qualified and positioned to provide exit planning advice and support to these business owners and assist with their complex needs.
Learn more about AAFCPAs’ Business Transaction Advisory Solutions. AAFCPAs’ multi-disciplinary team has 45+ years of experience advising businesses managing and executing buy-side, sell-side, and internal transactions.
New 1099 reporting thresholds are in effect for 2026. Businesses should understand what has changed and review vendor records, W-9 information, and payment activity before...
In her latest column in The Bay, Carmen Grinkis, PhD, CLTC, CLU®, CFP®, Co-Managing Partner & Wealth Advisor at AAF Wealth Management, explores the surprising...
What we choose to keep, change, or leave behind can reveal a great deal about our priorities. Carmen Grinkis considers how the clarity that follows...