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Jonathan Bloom

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...

July 13, 2026

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...

April 9, 2026

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...

January 13, 2026

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...

October 15, 2025

Tax Planning & Compliance

What OBBB Means for Charitable Contributions

New Rules for Charitable Deductions Starting in 2026 For years, charitable giving rules have shifted with each round of tax legislation, leaving individuals and corporations...

October 3, 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...

September 19, 2025

Wealth Advisory

From the Desk of Jonathan Bloom

As the school year kicks off, the Bloom household is buzzing with new routines. Juliette is now in 5th grade, Jolie in 1st, and Jeanne...

September 15, 2025

Jonathan Bloom

AAF Wealth Management Q2 2025 Market Insights

In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal finances, AAFCPAs is pleased to...

July 11, 2025

Wealth Advisory

AAF Wealth Management Q1 2025 Market Insights

In an ongoing commitment to keep you abreast on a range of issues that might affect your business and/or personal financial plans, AAFCPAs is pleased...

April 10, 2025

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All Amy Quinn Amy Staunton, CPA Andrew Hammond, CFP® Andrew Puricelli, CPA Angelina Aijun Lu, MSA, CPA Anthony Dello Stritto, CPA, MST Ashleigh Hall, CPA Bella Amigud, CPA, MST Brendon C. Robidoux, MSA Brian O’Hearn, CPA, MSA Caitlin Limoges, CPA, MBA Carla McCall, CPA, CGMA Carmen Grinkis, PhD, CLTC, CLU®, CFP Charles Webb, CPA, CHFP Chris Bango Christian Petruzzelli, MSA, CPA Christopher Consoletti, Esq. Courtney McFarland, CPA, MSA, 340B ACE Daniel Cahill, CPA Daniel Seaman, CPA Daniel Stanhope, MSA, CCIFP, CPA David J. Gravel, CPA, MPAc David Kelleher, CPA, CGMA David McManus, CPA, CGMA David S. McLaren, CPA, CGMA, CRFAC, ABGOV, RFI, CRFAU Davide Villani, CPA, CGMA Destiny J. Flood, CPA Emily Feeley, CPA, MBA Enis Bezhani, CPA, MSA Erica Nadeau, CPA, MST Ernest Carruthers, CPA, MST Evan V. Proulx, CPA Garrett Kelleher, MBA, CPA Greta Whelan, CPA, MST Herbert S. Alexander, CPA, CFF, CGMA Hui-Ting Grady, CPA James Jumes, MBA, M.Ed. Janice O’Reilly Jeffrey Mead, CPA, CGMA Jeffrey V. Cicolini, CPA, CGMA Jennifer A. L’Heureux, CPA Jennifer Chase-Williams CPA, MBA Jennifer Le Vine, CPA Joel Aronson, CPA, PFS, MBA John Buckley, CPA, CGMA John Casassa, CPA, MBA, MST John T. Finning, CPA, CGMA Jonathan Bloom, CFP® Joseph Petruzzi Joshua England, LLM, Esq. Joshua P. Stone, CPA, MSA Joyce Ripianzi, CPA Julius N. Wakaba, CPA Justin K. Leroux, CPA, MPAc Kaitlyn Valliere, CPA, MSA Katie Belanger, CPA Keith Kenez, CPA, MBA, MSA Kelly Zack, MST Kevin Cassidy, CPA, MSA Kevin P. Hodson, CMT, CAIA, AIF® Kevin Quinn, CPA Kim Marie Beauchamp, CPA Kimberly Rice Kimoy Phillpotts Lauren M. Duplin, CPA Lauren Turner, MSA Leah Baxendale Lisa Whittemore, CFE, CRMA, MBA Mary-Katharine Hardy Matthew Boyle, MBA Matthew Hutt, CPA, CGMA Matthew Lougee, CPA, MSA Matthew McGinnis, CPA Matthew Troiano, CPA Mr. Anderson, MCSE, CCNP, CISSP, CEH Nicholas M. Foresti, MBA Nichole A. Reilly, CPA, MBA Nicole Zompa, CPA Olga Yasinnik, CPA, MBA Paula Chamoun, CISA, CISSP, CISM Pauline Legor, CPA, MBA Peter Sebilian Richard O’Neil, CPA Richard Weiner, CPA, MST, CM&AA Robin D. Kelley, CPA, CGMA, CITP, CSPM, CCSFP Robyn Leet Ronald C. Lipof Ryan K. Wolff, MBA Sandy Keegan, MSA Sarah Flischel, CPA Scott Goffstein, CPA Shannon (Triebwasser) Veilleux, CPA Shauna (Sullivan) Harvey, CPA Shawn P. Huxley, CPA, MSA Sorie M. Kaba, CPA Stacie Amaral Field, CPA, MBA Stephanie Ash, CPA Stuart Karas Terri Delaney Thomas Muldoon, CPA, CGMA Thomas Perruna, MPAc Tomás A. Pueyo, Jr., CPA, MSA Tyler Champagne, CPA, MSA Vassilis Kontoglis Wendy Smith, CPA

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Questions to Answer Before Scaling AI Across Your Organization

Understanding DMF Certification: Process, Timeline, and Key Decisions

AAF Wealth Management Q2 2026 Market Insights

AAF Wealth Management Q1 2026 Market Insights

AAF Wealth ManagementQ4 2025 Market Insights

AAF Wealth Management Q3 2025 Market Insights

What OBBB Means for Charitable Contributions

Individual/Family Tax and Wealth Preservation Webinar 2025: Watch our Webinar OnDemand

From the Desk of Jonathan Bloom

AAF Wealth Management Q2 2025 Market Insights

AAF Wealth Management Q1 2025 Market Insights

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