AAFCPAs Launches Nonprofit C-Suite to Streamline Support
Boston, MA (February 12, 2025)—AAFCPAs, a preeminent 350+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, and business process and IT advisory solutions, today announced the launch of its Nonprofit C-Suite, a dynamic resource designed to meet the complex demands of mission-driven organizations. Accessible now at aafcpa.com/nonprofit-c-suite, this web-based platform streamlines […]
The Hidden Costs of Selling a Business Without a Plan
In this article: Selling a business is one of the most significant financial decisions owners face, with implications that reach far beyond the transaction itself. A lack of strategic planning could mean leaving value on the table or overlooking critical opportunities. To ensure the sale supports your financial and personal goals, careful preparation and guidance […]
Reminder: UDS+ Reporting Requirements Begin February 18
As a reminder, the new Uniform Data System (UDS+) reporting requirements go into effect on February 18, 2025. These changes require health centers to submit some de-identified 2024 UDS patient-level data using Health Level Seven International (HL7)-developed Fast Healthcare Interoperability Resources (FHIR) R4 standards. To help you navigate these updates, we previously published a detailed […]
H.R. 9495: What Nonprofits Need to Know About the New Legislation
H.R. 9495, a bill granting the Treasury Secretary authority to revoke a nonprofit’s tax-exempt status over alleged ties to terrorism, passed the House along party lines but stalled in the Senate. While it has not yet been refiled, many anticipate it will be, with a potentially different outcome under the new congressional majority. While H.R. […]
Accurate Forecasting Matters for Business Growth
Budgeting and forecasting are critical components of financial planning, each serving its own distinct purpose. A budget establishes the financial framework for the year, providing a static benchmark against which performance is measured. But budgeting, while essential, is only half the equation. Cash forecasting completes the picture, offering a dynamic, real-time view of financial health […]
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) of Hartford’s first member program of 2025. Josh will share insights into estate planning strategies for the year ahead including potential implications of the 2024 elections, recent judicial decisions, and […]
Field, Zack Appointed as Tax Partners
Boston, MA (January 29, 2025) — AAFCPAs, a U.S. top 100 CPA and consulting firm, is pleased to announce the promotion of Stacie Amaral Field, CPA, MBA and Kelly Zack, MST to Tax Partners, both invaluable leaders and advisors in AAFCPAs commercial tax practice. Join us in congratulating Stacie and Kelly on their well-deserved promotions. This […]
Federal Funding Pause and Its Implications
Update: Since this blog was published, the Trump administration issued a brief memo, M-25-14, which reads “OMB Memorandum M-25-13 is rescinded,” and directs questions about implementing the president’s executive order to agency general counsels. White House Press Secretary Leavitt said the previous executive orders related to funding reviews are still in effect and will continue to […]
AAFCPAs’ 2024 Growth Story Included Six New Partners
Boston, MA (January 27, 2025) — AAFCPAs reflects with gratitude on our success and organic growth in 2024 with six partnership additions. The company continues in its organic growth trajectory as valued clients spread the word about AAFCPAs’ exceptional value, agility, responsiveness, national reach, and innovative technology-driven solutions. 2024 partner additions included: Jonathan Bloom, CFP®, […]