Bringing Agentic AI into Focus for Nonprofit Finance
Agentic AI is moving from concept to application—helping nonprofit finance teams streamline workflows with clear guardrails, strong governance, and continued human oversight.
AAFCPAs reminds clients that year-end planning is especially important. Congress tends to enact tax law changes every year. They also tend to put off passing tax legislation until the 11th hour. As we approach the end of 2021, this continues....
AAFCPAs reminds clients that year-end planning is especially important.
Congress tends to enact tax law changes every year. They also tend to put off passing tax legislation until the 11th hour. As we approach the end of 2021, this continues. AAFCPAs monitors closely the status of emerging legislation, including the percolating Build Back Better Act. However, new proposals are constant, making it still too soon to predict what the final version will look like, although we do foresee seismic changes that will impact clients short- and long-term tax strategies.
The Build Back Better Act has the potential to impact broad areas of tax planning: individual income tax planning, corporate income tax planning, pass-through income tax planning, international tax planning, retirement planning and estate planning.
AAFCPAs Tax Leaders will provide an overview of what you need to know heading into year-end 2021.

(L-R) Stephen Lanza, CPA, MSA, Director, Tax; Daniel Seaman, CPA, Director, Tax; Joshua England, LLM, Esq., Partner & Tax Attorney; Jonathan Bloom, CFP®, AIF®, Wealth Advisor; Rich Weiner, MST, CPA, Tax Partner (Moderator)
Closely Held, Family-Owned Business Tax, Individual Income Tax, Trust & Estate Tax, Wealth Management, Wealth Preservation, Charitable Giving, Retirement Planning, Estate Planning
November 8th, 2021
12:00 pm – 1:00 pm EST
Register Here>>

(L-R) Bella Amigud, MST, CPA, Director, Tax; Ciprian Barna, MST, CPA, Tax Partner; Kelly Zack, MST, Director, State & Local Tax; Rich Weiner, MST, CPA, Tax Partner (Moderator)
Corporate Taxation, Cannabis Tax, State & Local Taxation, Sales & Use Tax, Nexus & Apportionment, Pass-Thru Entity Tax, Paycheck Protection Program, Wayfair, International Taxation
November 10th, 2021
12:00 pm – 1:00 pm EST
Register Here>>
Agentic AI is moving from concept to application—helping nonprofit finance teams streamline workflows with clear guardrails, strong governance, and continued human oversight.
When FQHCs face significant financial losses, strategic cost management and revenue optimization can restore stability while preserving the mission-critical care that defines these organizations.
Financial clarity, when tied directly to program activity, gives leadership teams a more reliable foundation for decision-making and long-term planning.