California and Colorado SaaS Sales Tax Changes: What Software Companies Need to Know
California and Colorado will begin taxing many SaaS transactions on January 1, 2027. Software companies should start evaluating the sales tax implications now.
AAFCPAs' Annual Nonprofit Educational Seminar is Virtual Again in 2022! AAFCPAs is offering a full day of educational content (9am - 3pm) designed to educate, challenge, and inspire nonprofit professionals! As a client and/or friend of AAFCPAs, your registration is...
AAFCPAs is offering a full day of educational content (9am – 3pm) designed to educate, challenge, and inspire nonprofit professionals! As a client and/or friend of AAFCPAs, your registration is complimentary.
Leaders in AAFCPAs’ Employee Benefit Plan Audit & Consulting practice, Shawn Huxley and Davide Villani, provide attendees with what they need to know about their obligations to provide promised benefits and to satisfy ERISA’s requirements for managing and administering private retirement and welfare plans. This includes an overview of a new AICPA Statement on Auditing Standards enacting new requirements in all phases of an audit of ERISA plan financial statements (EBP audit), including engagement acceptance, risk assessment and response, communication with those charged with governance, performance procedures, and reporting.


Review the full agenda and join us from wherever you are for AAFCPAs Nonprofit Educational Seminar, which is virtual again on April 27th.
8:45am – 9:00am | Welcome & Introduction
9:00am – 9:50am | Accounting Standards Update
9:50am – 10:20am | Cybersecurity
10:20am – 10:35am | Break
10:35am – 11:05am | Panel: Insight from CFOs on Data Use
11:05am – 11:45am | Building a Best-In-Class Finance Function
11:45am – 12:00pm | What’s New at AAFCPAs
12:00pm – 12:35pm | Lunch Break
12:35pm – 1:05pm | Nonprofit Tax Update: Insight from AAFCPAs’ Tax Consulting Attorneys
1:05pm – 2:05pm | Keynote: Laura Lanzerotti, Partner, The Bridgespan Group!
2:05pm – 2:20pm | Break
2:20pm – 2:35pm | What Fiduciaries Need to Know about Administering Employee Benefit Plans
2:35pm – 2:50pm | State of the Market from AAF Wealth Management
2:50pm – 3:00pm | Closing Remarks
California and Colorado will begin taxing many SaaS transactions on January 1, 2027. Software companies should start evaluating the sales tax implications now.
The systems and processes that helped your organization reach one stage of success are not always the ones that support the next.
Beginning in 2026, eligible Massachusetts pass-through entities can elect the new Chapter 63E PTE excise. Business owners subject to the state's surtax should understand how...