Events
AAFCPAs to Speak at 2026 Plan Sponsor Fiduciary Summit
AAFCPAs’ Shawn Huxley, CPA, MSA, Partner, Employee Benefit Plans and Vassilis Kontoglis, Partner, AI Digital Transformation & Security have been invited to speak at the…
AAFCPAs Blog.
A resource for finance and business leaders seeking timely insights, practical guidance, and industry perspective. Explore content across accounting, tax, audit, and advisory topics to support informed decision-making.
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Employee Benefit Plan Audits
2025 Plan Sponsor Fiduciary Summit
The 2025 Plan Sponsor Fiduciary Summit was co-hosted by AAFCPAs, Strategic Retirement Partners, Starkweather & Shepley, and Parker Brown Macaulay & Sheerin. We featured Shawn Huxley,…
Employee Benefit Plan Audits
New IRS Guidelines: Employer Matching Contributions for Student Loan Payments Explained
AAFCPAs would like to make clients aware that the Internal Revenue Service has issued important interim guidance for employers offering retirement plans, which presents a…
Individual, Family & Fiduciary Tax
Seminar Recap: 2024 Employee Benefit Plan Risk Update
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Shawn P. Huxley, CPA, MSA and Davide Villani, CPA, CGMA updated approximately 400 attendees on employee benefit plan…
Employee Benefit Plan Audits
DOL Audit Quality Study Underscores the Need for Specialized EBP CPA
In November 2023, The U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) published its Audit Quality Study, which outlines work quality as performed…
Employee Benefit Plan Audits
IRS Sends Erroneous Late Filing Notices
AAFCPAs would like to make clients aware that 2022 Form 8955-SSA late filing notices were sent erroneously due to an IRS programming error. Specifically, IRS…
Employee Benefit Plan Audits
What Plan Sponsors Need to Know About SECURE 2.0
During AAFCPAs’ recent Nonprofit Seminar (April 2023), Employee Benefit Plan Practice leaders Davide Villani, CPA, CGMA and Shawn P. Huxley, CPA, MSA updated more than…
Nonprofit
IRS Audit Risk Areas for Nonprofit Retirement Plan Sponsors
During AAFCPAs’ recent Nonprofit Educational Seminar (April 2023), Employee Benefit Plan Practice leaders Davide Villani, CPA, CGMA and Shawn P. Huxley, CPA, MSA updated 400+…
Davide Villani
IRS Strategic Focus Area: Small Exempt Organizations that Sponsor Retirement Plans
As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are…
