Wealth Advisory
Why Complex Trusts Matter for High-Net-Worth Investors Under OBBB
A provision in the One Big Beautiful Bill (OBBB) Act has renewed interest in a once-overlooked planning strategy: the use of a complex trust as…
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Transaction Advisory
Why More Business Owners Are Turning to ESOPs for Succession
More business owners are turning to employee stock ownership plans (ESOPs) to ensure continuity, reward long-serving team members, and transition out with intention. Unlike sales…
Transaction Advisory
Buy-Sell Agreements, Life Insurance & Business Valuation: What Owners Must Know
Business owners are often reluctant to plan for the eventual transition of ownership, even though the need for succession is inevitable, whether it comes through…
State and Local Tax
Court Upholds Massachusetts Tax on Business Gain After Owner Relocates
In this article: Background on the Welch Case Legal Reasoning and Court Ruling Implications for Entrepreneurs and Executives Potential Next Steps and Appeals Ruling Highlights…
Wealth Advisory
Estate Planning Pro Tip for Married Couples: Don’t Overlook Portability
In this article: Understanding Portability and the Estate Tax Exemption The Role of Step-Up in Basis The Role of Trusts in Estate Planning Steps to…
Nonprofit
Seminar Recap: Navigating EOs: What Nonprofits Need to Know
Navigating Executive Orders: What Nonprofits Need to Know | Webinar On-Demand During AAFCPAs’ recent Nonprofit Seminar (April 2025), AAFCPAs’ consulting attorneys Joshua England and Chris…
Transaction Advisory
The Hidden Costs of Selling a Business Without a Plan
In this article: Aligning Financial Reporting with Buyer Expectations Planning for How a Sale Affects Your Estate Building Your Support Team for Success Navigating Technical…
Real Estate
Joshua England to Speak on Recent Developments in Estate Planning
AAFCPAs is pleased to announce that Joshua England, LLM, Esq., Partner & Tax Attorney will be presenting at the Estate and Business Planning Council (EBPC)…
Events
Post-Election Tax Update Webinar Recap
In this article: Corporate Tax Planning State-Level Compliance Estate Planning Opportunities The Tax Landscape Long-Term Financial Planning Navigate Changes Effectively The outcome of the U.S….
