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,…
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.
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,…
New Rules for Charitable Deductions Starting in 2026 For years, charitable giving rules have shifted with each round of tax legislation, leaving individuals and corporations…
Struggling to streamline your operations? Discover proven strategies to cut inefficiencies and boost visibility in this exclusive, free webinar for executive, finance, and operations leaders—hosted…
The One Big Beautiful Bill (OBBB) Act raises the federal estate tax exemption to $15 million per individual beginning January 1, 2026, a permanent change…
October marks Cybersecurity Awareness Month, a time to reflect on the safeguards that protect our organizations, communities, and critical systems. While cyber threats exist year-round,…
AAFCPAs’ Ryan K. Wolff, MBA, Senior AI and Strategic Innovation Consultant, presented at Digital CPA (DCPA) 2025, hosted December 7–10 at the Gaylord National Resort…
Overview of California Medicaid Reforms and CalAIM California has relied on federal waivers to expand Medicaid and improve care delivery. In December 2015, the state…
Tucked within the One Big Beautiful Bill (OBBB) Act is a meaningful update to the tax code: revisions to the Qualified Small Business Stock (QSBS)…
Massachusetts taxpayers are the latest target of a growing wave of text scams. The Massachusetts Department of Revenue (DOR) reports that residents have received messages…