Risk Advisory
Understanding DMF Certification: Process, Timeline, and Key Decisions
When DMF certification becomes a necessity, understanding how controls, documentation, and attestation come together is key to meeting NTIS requirements.
Webinar: Year-End Individual/Family Tax and Wealth Preservation
AAFCPAs invites you to watch our 2024 Individual/Family Tax and Wealth Preservation webinar, tailored to high-net-worth individuals. Watch us discuss tax strategies for preserving and growing your wealth.
Details: Tailored to high-net-worth individuals looking to preserve and grow their wealth, this session offers insights on tax strategies and wealth management in a shifting landscape.
In this session, you’ll learn:
- Wealth preservation insights including asset protection and federal interest rates.
- Estate planning developments including tax exemptions and the Married Filing Separate rule change.
- Taxation updates including required minimum distribution changes.
- Tax readiness guidance, including insight into the IRS’s use of AI in audits, and the importance of good record keeping.
2024 Year End Tax Planning Webinar Series:
- Tax Planning & Compliance for Privately Held Companies (October 23, 2024)
- Post-Election Tax Update (November 13, 2024)
- Cannabis Industry Tax Update (November 14, 2024)
