Events
Save the Date for AAFCPAs’ 2023-2024 Year-End Tax Planning Webinars
AAFCPAs is excited to announce its annual year-end tax planning webinar series, which provides insight into strategies for 2023 year end that clients may take…
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Events
AAFCPAs’ 2023-2024 Year-End Tax Planning Webinars
SAVE THE DATE! AAFCPAs is excited to announce its annual year-end tax planning webinar series, which will provide insight into strategies for 2023-year end that…
Legislative & Regulatory Updates
New Reporting Requirement Set To Impact Millions of Small Businesses
AAFCPAs would like to make clients aware of the new Beneficial Ownership Information (BOI) reporting requirement set to begin January 1, 2024. This new reporting…
Business Process Optimization
Have you outgrown your general ledger system?
Making the switch from a general ledger to a customized enterprise solution can notably advance operations by offering improved efficiencies and accuracy along with the…
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…
About AAFCPAs
What’s New at AAFCPAs
During AAFCPAs’ Nonprofit Educational Seminar (April 2023), Partner and Chief Marketing Officer Matthew Boyle, MBA updated 400+ CFO and Executive Director attendees on exciting firm…
Camila Gonalez Whalen
Asset Protection Strategies for High-Net-Worth Individuals
Asset protection strategies can form a legal and financial separation between professional and personal assets. This can limit your personal liability should a legal or…
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…
