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Start Small to Scale Smart with Automation
The idea of automation often arrives with fanfare—promises of transformation, efficiency, and sweeping change. But for many organizations, especially those already stretched thin, the prospect of overhauling core business processes may feel impractical. Automation does not have to begin with large-scale disruption. A focused, manageable start often leads to more effective outcomes. Starting with one […]
AAFCPAs Presenting Tax and Accounting Year End Update at FEI NY-CT
AAFCPAs is proud to participate in the Connecticut/Westchester chapter of Financial Executives International’s (FEI’s) Year End Annual Tax and Accounting Update and Networking Social and Dinner, a gathering that offers fresh insight and meaningful connection as finance leaders prepare for the close of the year. The program offers two CPE credits through focused tax and […]
AICPA and CIMA Honors Audit Transformation Leader Sarah Flischel As 2025 Global Women To Watch Honoree
AAFCPAs congratulates Sarah Flischel, CPA, Director of Audit Transformation & Training, on being named a 2025 Global Women to Watch honoree by American Institute of CPAs (AICPA) and Chartered Institute of Management Accountants (CIMA) in the Emerging Leaders category. This global recognition celebrates women who are redefining excellence in accounting through innovation, leadership, and impact. […]
Seminar Recap: Tax Strategies for Cannabis Operators 2025
During AAFCPAs’ recent Tax Strategies for Cannabis Operators webinar (October 2025), AAFCPAs’ Cannabis practice leaders presented practical guidance to operators on navigating Section 280E compliance, optimizing cost of goods sold, managing cash flow and operational challenges, and evaluating strategies for exit planning, including Qualified Small Business Stock and employee ownership structures. The past year for […]
NY Domicile Ruling: Lessons from Hoff for Residency and Tax Planning
New York’s Tax Appeals Tribunal recently sustained a domicile assessment in Hoff v. New York Tax Appeals Tribunal, finding that the taxpayers remained New York domiciliaries for 2018 and 2019. While this decision comes out of New York, the scrutiny outlined in detail below is not unique. Many states apply similarly rigorous analyses when evaluating […]
New Leadership Expands Business Transaction Advisory Support for Clients
AAFCPAs, a U.S. top 100 CPA and advisory firm, is pleased to announce the appointment of Ronald C. Lipof as Partner and Emily Feeley, CPA, as Director in the firm’s growing Transaction Advisory practice. Their arrival expands the firm’s already robust capabilities, adding depth and specialized experience to guide clients through complex transactions. Ron and […]
Building an Innovation Mindset for Automation Success
Organizations often approach automation as a technology upgrade—an efficiency project, a cost-saver, a way to modernize operations. But even the best-designed systems can falter without a culture that is ready to change. Resistance does not always sound like “no.” It may take the form of quiet hesitation, skepticism, or the reversion to old habits once […]
How Early Planning Maximizes the Value of a Business Sale
Financial outcomes from a business sale reflect the planning and decisions made long before the deal closes. Thoughtful preparation allows you to structure the transaction and manage proceeds deliberately. Starting early—think years ahead—creates space to protect what you’ve built, optimize your tax strategy, and plan the next chapter. A measured approach ensures that funds are […]
LGBTQI CFO Network Conference to Feature Insights from AAFCPAs
AAFCPAs is pleased to participate in the LGBTQI CFO Network Annual Conference in Washington, D.C., December 3–5, 2025. Partners Courtney McFarland and Lauren Duplin will lead a session, Navigating Financial Leadership in a Changing Landscape, focused on the financial challenges nonprofit CFOs face in today’s funding environment. The session will cover strategic planning and budgeting, […]