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Essential Tax Moves Before Year-End: Watch Our Business Tax Webinar

Essential Tax Moves Before Year-End: Watch Our Business Tax Webinar

Webinar: Year-End Tax Planning & Compliance for Privately Held Companies AAFCPAs invites you to watch our 2024 Business Tax Planning webinar, designed to provide essential year-end tax strategies to help you maximize your 2024 tax benefits. This session covers key regulatory changes and guidance for optimizing your tax position. Details: Focused on optimizing your business […]

Understanding the Massachusetts 2024 Tax Amnesty Program 

Understanding the Massachusetts 2024 Tax Amnesty Program 

Massachusetts taxpayers with unfiled returns, underreported tax, and other tax liabilities have a unique opportunity through the Massachusetts 2024 Tax Amnesty Program. This limited-time initiative offers significant relief by waiving penalties for individuals and businesses that file outstanding returns and pay tax and interest owed for tax periods with returns due by December 30, 2024. […]

System Integration for Human Services: Watch our OnDemand Webinar

System Integration for Human Services: Watch our OnDemand Webinar

Watch AAFCPAs’ Partner of Business Process, Robyn Leet, along with guests Adam Shuster from Incompass Human Services and AAFCPAs’ Audit Partner Katie Belanger, CPA, speak on overcoming common system integration challenges in health and human services organizations. Learn ways to integrate billing and ERP systems with accounting and GL systems and how to simplify state […]

2024-2025 Tax Planning Guides for Business and Individuals

2024-2025 Tax Planning Guides for Business and Individuals

Year-end tax planning involves a comprehensive review of your estimated tax requirements, anticipated cash outlays, off-season filing deadlines, new and expired tax laws, and relevant tax breaks. By taking a well-thought-out approach, taxpayers may optimize their retained, or after-tax, earnings and avoid penalties. This being an election year, our team is closely monitoring potential tax policy […]

How Nonprofits Overcome Barriers to Optimize Reserve Funds 

How Nonprofits Overcome Barriers to Optimize Reserve Funds 

During AAFCPAs’ recent Nonprofit Seminar (April 2024), Kevin P. Hodson, CMT, CAIA, AIF®, Director of Investments, Wealth Advisor and Katie Belanger, CPA, Partner briefed approximately 400 attendees on ways to optimize their reserve funds and grow returns.   The full session was recorded and may be viewed as a webcast at your convenience. >>   Despite having […]

New IRS Guidelines: Employer Matching Contributions for Student Loan Payments Explained 

New IRS Guidelines: Employer Matching Contributions for Student Loan Payments Explained 

AAFCPAs would like to make clients aware that the Internal Revenue Service has issued important interim guidance for employers offering retirement plans, which presents a new opportunity to enhance employee benefits. This guidance, detailed in Notice 2024-63, explains how employers may provide matching contributions to retirement plans based on employee student loan payments, as outlined […]

Seminar Recap: Understanding AI Risks and Establishing Workplace Guidelines

Seminar Recap: Understanding AI Risks and Establishing Workplace Guidelines

During AAFCPAs’ recent Nonprofit Seminar (April 2024), Ryan K. Wolff, MBA and Vassilis Kontoglis briefed approximately 400 attendees on AI risks and the importance of establishing workplace guidelines.  The full session was recorded and may be viewed as a webcast at your convenience. >>  The integration of artificial intelligence (AI) into the workforce brings with […]

Talking With Children About Significant Wealth Transfer 

Talking With Children About Significant Wealth Transfer 

Discussing a significant inheritance with your children, grandchildren, or other family members can be challenging. If you’re like most, you may not know where to start or how to approach the topic. However, you do understand how important it is and the impact it can have on their future, values, and life choices. Understanding the […]

Year-End Tax Webinars: Optimize Your 2024 Tax Strategy  

Year-End Tax Webinars: Optimize Your 2024 Tax Strategy  

Watch OnDemand: 2024 Year-End Tax Webinars Reviewing your tax strategies before the end of the calendar year is essential to uncover potential tax savings, ensure compliance, and optimize your financial decisions, which is why AAFCPAs annually hosts a series of complimentary webinars to help clients stay informed and prepared. Whether you are a business owner, […]