AAF Wealth Management Q2 2024 Market Insights
Note: These market insights were written prior to the weekend’s events. We express our sincere condolences to victims of last weekend’s assassination attempt on Donald Trump in Pennsylvania. It is another unfortunate example of the uncertainties we face on a global scale. We reaffirm our commitment to our core values of compassion, community care, and […]
TopGolf 2024
Swinging into fun! Our team enjoyed an evening at Topgolf in Canton, MA. From friendly competition to meaningful conversations, it was a valuable opportunity to unwind and connect outside the office. We look forward to more moments that foster teamwork and collaboration!
AICPA names Carla McCall as new chair
Accounting Today (May 23, 2024) – The American Institute of CPAs elected Carla McCall, managing partner of AAFCPAs, a Westborough, Massachusetts-based Top 100 Firm, as its next chair. McCall will also co-chair the Association of International Certified Professional Accountants, the joint association of the AICPA and the Chartered Institute of Management Accountants. She was elected […]
From The Desk of Kevin Hodson
During the past few months, we’ve been reviewing client accounts for tax strategies, i.e., losses, and preparing for Q3. I’ve also been having great conversations with clients about the direction of interest rates and inflation. In short, there’s been little movement. The Fed is keeping interest rates at their current levels and projecting just one […]
Client Success Story: Global Nonprofit Saves 800+ Hours of Manual Data Input Annually with Automation
Discover how our innovative robotic process automation (RPA) solutions transformed our client’s payroll operations, delivering unprecedented efficiency and accuracy—an essential read for any organization looking to streamline processes and boost productivity. Client Success Story AAFCPAs’ client, a regional branch of a global nonprofit, relied on a manual payroll maintenance process when capturing employee status changes […]
From The Desk of Andrew Hammond
Voices in this industry, wealth management, encourage you to save as much as possible and never spend. It is predicated on getting investors to believe a narrative that you’ll never have enough. But so many of my clients, once they save enough for retirement and legacy plans, don’t give themselves permission to enjoy it. It’s […]
From The Desk of Carmen Grinkis
I recently returned from the Northern California Financial Planning Conference held in San Francisco. I participate in continuing education opportunities on a routine basis, and this trip was a special treat—known as one of the best in the country and attended by more than 1,000 planners across the U.S. This year’s conference focused heavily on […]
From The Desk of Jonathan Bloom
I often reflect on my role in helping clients navigate not just retirement but all of life’s many transitions—like changing jobs, welcoming kids or grandkids, or exiting their business. These moments carry both financial and emotional weight, and I aim to make these transitions as smooth as possible. My goal is to support clients comprehensively—providing […]
AAFCPAs’ Summer Outing 2024
We are pleased to share the success of our recent Summer Outing, a day dedicated to team-building and celebrating our collective achievements. The day began with a warm welcome and introductions, followed by a variety of engaging activities such as cornhole tournaments, double shot basketball, and ZTAG laser games. These activities not only fostered camaraderie […]