Wealth Advisory
AAF Wealth Management Q3 2024 Market Insights
AAFCPAs is pleased to share the following Q3 2024 Market Insights published by AAF Wealth Management, a subsidiary of AAFCPAs. While world markets were relatively…
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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Individual, Family & Fiduciary Tax
Talking With Children About Significant Wealth Transfer
Discussing a significant inheritance with your children, grandchildren, or other family members can be challenging. If you’re like most, you may not know where to…
Individual, Family & Fiduciary Tax
Estate Tax Exemption Could Decrease to $6M on January 1, 2026
The federal estate tax exemption is the amount you may give away during your lifetime and own at your death without that being subject to…
Daniel Seaman
Watch Now: Individual & Family Tax Webinar 10/31
AAFCPAs' Individual & Family Tax and Wealth Preservation Webinar As we near the close of another calendar year, we again encourage clients to assess their…
Legislative & Regulatory Updates
IRS Postpones RMD Penalties for Inherited Retirement Accounts
AAFCPAs and AAF Wealth Management would like to make clients aware that the IRS has issued penalty relief in 2023 for individuals who have not…
Internal Revenue Service Alerts (IRS)
IRS Warns of Surge in Scams
AAFCPAs and AAF Wealth Management would like to make clients aware of the IRS’ recent warning that a surge of scam reports has hit its…
Wealth Advisory
Massachusetts Offers Charitable Contribution Deduction
As of January 1, 2023, all Massachusetts taxpayers may now deduct charitable contributions on their state return. If you cannot itemize and receive a deduction…
Daniel Seaman
Dan Seaman Named Tax Partner
Boston, MA (1/10/2023) – AAFCPAs, a best-in-class CPA and consulting firm known for tax, assurance, accounting, wealth management, business process, and IT advisory solutions, today…
Daniel Seaman
Secure Act 2.0 & the YE Spending Bill
On Friday, December 23, 2022, the U.S. House of Representatives followed the Senate’s lead and passed a $1.7T spending bill (Consolidated Appropriations Act of 2023)…
