Blog
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2024-2025 Tax Planning Guides for Business and Individuals
Year-end tax planning involves a comprehensive review of your estimated tax requirements, anticipated cash outlays, off-season filing deadlines, new and expired tax laws, and relevant tax breaks. By taking a well-thought-out approach, taxpayers may optimize their retained, or after-tax, earnings and avoid penalties. This being an election year, our team is closely monitoring potential tax policy […]
How Nonprofits Overcome Barriers to Optimize Reserve Funds
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Kevin P. Hodson, CMT, CAIA, AIF®, Director of Investments, Wealth Advisor and Katie Belanger, CPA, Partner briefed approximately 400 attendees on ways to optimize their reserve funds and grow returns. The full session was recorded and may be viewed as a webcast at your convenience. >> Despite having […]
AAFCPAs Invited to Speak at the Chicago Benzinga Cannabis Capital Conference
AAFCPAs’ Janice O’Reilly, CPA, CGMA, Partner has been invited as a moderator at the Chicago Benzinga Cannabis Capital Conference (CCC) being held October 8-9, 2024 in Chicago, Illinois. CCC is the go-to resource for those looking to secure capital, finalize deals, and connect with cannabis industry partners. In this session, Janice and panelists will explore […]
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 new opportunity to enhance employee benefits. This guidance, detailed in Notice 2024-63, explains how employers may provide matching contributions to retirement plans based on employee student loan payments, as outlined […]
Seminar Recap: Understanding AI Risks and Establishing Workplace Guidelines
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Ryan K. Wolff, MBA and Vassilis Kontoglis briefed approximately 400 attendees on AI risks and the importance of establishing workplace guidelines. The full session was recorded and may be viewed as a webcast at your convenience. >> The integration of artificial intelligence (AI) into the workforce brings with […]
Member Spot: Olga Yasinnik, CPA, MBA
Mass CPAs and “Sum News” (September 3, 2024)- Since Olga Yasinnik, CPA, MBA, was promoted to partner at AAFCPAs in July, she has been able to appreciate the significance of this career milestone, reflecting on her journey with the firm and how attending a MassCPAs career fair shaped her professional path. Olga’s story is one […]
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 start or how to approach the topic. However, you do understand how important it is and the impact it can have on their future, values, and life choices. Understanding the […]
Carla McCall Recognized on Accounting Today’s 2024 MP Elite
AAFCPAs is excited to announce that Carla McCall, CPA, CGMA, Managing Partner has been named to the Accounting Today’s 2024 MP Elite. Carla is one of eight leaders named to this list, which recognizes managing partners who are experts at continually adapting and reinventing to not only survive but thrive amid market uncertainty. These leaders […]
Year-End Tax Webinars: Optimize Your 2024 Tax Strategy
Watch OnDemand: 2024 Year-End Tax Webinars Reviewing your tax strategies before the end of the calendar year is essential to uncover potential tax savings, ensure compliance, and optimize your financial decisions, which is why AAFCPAs annually hosts a series of complimentary webinars to help clients stay informed and prepared. Whether you are a business owner, […]