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Carmen Grinkis Featured in the Bay Magazine
The following content was originally published in The Bay Magazine in November 2022. Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, a division of AAFCPAs. Queen Elizabeth II, the longest-reigning monarch in British history, has died at the age of 96. She certainly left a legacy in her 70 years on the […]
Year-end CFO/Controller Projects
As the year winds down, finance leaders are focused on tax compliance readiness, year-end strategies to optimize 2022 tax, and budgeting and forecasting for 2023. For many, this time of year means workload compression, as your resources remain constant. AAFCPAs Managed Accounting & Advisory practice is available to provide specialized resource enhancements, including access to […]
Nonprofits May Now File Public Disclosure Documents Online in MA, NY
AAFCPAs would like to make clients aware that new online portals in the states of Massachusetts and New York are available for charities to prepare and submit their statutorily required filings. These online portals allow charities and nonprofit organizations to streamline annual disclosures. AG Healey Launches First-Ever Online Portal for Charities Filings in Massachusetts Massachusetts […]
From the Desk of Kevin Hodson
At AAF Wealth Management, we spend most of our energy focused on helping our clients achieve their financial goals. What we often miss these days is sharing insight into the behind-the-scenes activity that makes us who we are – and makes us a great partner for you. Before the pandemic, we were able to connect […]
From the Desk of Jonathan Bloom
At AAF Wealth Management, we spend most of our energy focused on financials to help ensure progress towards your goals. What we often miss these days is insight into the behind-the-scenes activity that makes us who we are – and makes us a great partner for you. Before the pandemic, we enjoyed more time in […]
Client Success Story: Better Decisions in Less Time, with Better Visualization!
The need for financial analysis is constant, and visibility into KPIs (Key Performance Indicators) is essential for decision making. When your systems have limitations in how you can visualize your data, your ability to make meaningful decisions is hindered. In this Client Success Story, we outline how AAFCPAs helped Beaver Country Day School move beyond […]
Watch Now: 2022 Year-End Tax Planning & Compliance for Privately Held Companies
Year-End Business Tax Planning In this live webinar, AAFCPAs’ Business Tax Advisors covered Federal, State, and International tax planning strategies for privately held businesses. Listen to hear what you may need to consider now to optimize your 2022 tax position. Topics Covered Include: Federal Taxation: Tax Credits Employee Retention Credit: Do you qualify, and how […]
Webinar: 2022 Year-End Tax Planning & Compliance for Individuals, Families, and Trusts
Watch Now: Individual & Family Tax & Wealth Preservation Tax planning is a critical challenge—especially in times of legislative and economic uncertainty. In this recorded webinar, AAFCPAs Tax Advisors will provide clients and friends with information on what they need to consider now to optimize their 2022 and beyond tax position. Topics Covered Include: Tax […]
Watch Now: 2022 Year-End Tax Planning & Compliance for Cannabis Businesses
Year End Cannabis Business Tax Planning In this live webinar, AAFCPAs’ Cannabis Practice Leaders covered Federal & State tax planning strategies for cannabis businesses. Listen to hear what you may need to consider now to optimize your 2022 tax position. Topics Covered Include: Key considerations for Tax Compliance Readiness 280E Tax key considerations, and the […]