Wealth Advisory
AAF Wealth Management Q2 2026 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q2 2026...
Blog
Daniel Seaman
Daniel Seaman
Transaction Advisory
How to Keep Decisions Clear When a Business Sale Takes Longer Than Expected
Information moves quickly during diligence, and the challenge often lies in keeping pace while running the business at the same time.
Individual, Family & Fiduciary Tax
Trump Accounts: Long-Term Savings Planning Considerations for Families
For families focused on long‑term wealth planning, Trump Accounts, a newly introduced federal children’s savings program, now offer tax-advantaged long-term savings opportunities for children under...
Wealth Advisory
AAF Wealth Management Q1 2026 Market Insights
In this ArticleGeopolitical Concerns and Key DriversInflation and the Role of the Federal ReserveMarket/Economic Expectations for 2026Investor Behavior in Light of Recent Volatility In an...
Wealth Advisory
AAF Wealth ManagementQ4 2025 Market Insights
In this Article:2025 4th Quarter Recap2025 Full-Year RecapVolatility and ResilienceA Shift in Market LeadershipBroad-Based Asset PerformanceThe Currency EffectFactors to Watch in 2026Opportunities to Watch in...
Retirement Plans
High Earners Age 50+ Face New 401(k) Tax Rule
Starting in 2026, high earners age 50 and older will face a change in how they can save for retirement. Under the SECURE 2.0 Act,...
Wealth Advisory
AAF Wealth Management Q3 2025 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q3 2025...
Individual, Family & Fiduciary Tax
Individual/Family Tax and Wealth Preservation Webinar 2025: Watch our Webinar OnDemand
2025 Individual and Family Tax and Wealth Preservation Webinar Protect and grow personal wealth with strategies from AAFCPAs’ 2025 Individual and Family Tax and Wealth...
Individual, Family & Fiduciary Tax
One Big Beautiful Bill Adds $6,000 Deduction for Social Security Beneficiaries
Starting in 2025, adults age 65 and older can claim an additional deduction of $6,000 on their federal income tax return under the One Big...
