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AAFCPAs Wealth Management Advises Clients to Pursue Lines of Defense in Protecting Your Credit
Approximately 1 in 2 Americans had their personal information compromised as a result of a 2017 data breach at Equifax, and as a result are now at an increased risk for identify theft and financial fraud. Identify theft is an increasing problem for all people. In response, Congress initiated a new credit freeze law protecting […]
People, Processes and Technology, the Three-Legged Stool: AAFCPAs to Lead MNN Educational Workshop
AAFCPAs’ Partner Janice O’Reilly, CPA, CGMA and Manager Dawn Pantano, CPA, CITP will present a timely, educational workshop at the Massachusetts Nonprofit Network’s 2018 Annual Conference in Framingham, MA on October 10th on the topic of right-sizing the modern finance function.Nonprofit finance departments are often juggling the day-to-day accounting and bookkeeping responsibilities alongside more complex […]
AAFCPAs’ Richard Weiner and Daniel Cahill to Co-Present Tax Act Briefing: Choice of Entity After the TCJA
AAFCPAs’ Tax Partner Richard Weiner, CPA, MST, Tax Manager Daniel Cahill, CPA, and Joseph B. Darby III, a Partner in Sullivan & Worcester’s Boston office, will present an educational briefing on September 26th from 4:00pm-5:45pm on the topic of Choice of Entity After the 2017 Tax Act: The Popular Passion for Pass-Through Entities May Be […]
Attracting, Hiring and Retaining Finance and Accounting Teams in Today’s Environment: Janice O’Reilly to Lead Boston CFO Leadership Council Event
AAFCPAs’ Partner Janice O’Reilly, CPA, CGMA will lead and facilitate a thought-provoking and interactive discussion with her national CFO Leadership Council (CFOLC) peers on September 25th from 12pm-1pm CDT on the topic of Attracting, Hiring and Retaining Finance and Accounting Teams in Today’s Environment. Janice will focus the discussion on the following key challenges and […]
Educational Podcast: CFO Survey Report: Behind Every Thriving Organization is a High-Functioning CFO
Listen to Podcast Click here to listen to podcast or use the above media player. AAFCPAs, in collaboration with The Boston Chapter of Financial Executives International (FEI-Boston), conducted a survey of over 250 Chief Financial Officers in an effort to capture what issues are currently ‘top of mind’ for senior financial executives in the Northeast […]
AAFCPAs Wealth Management Announces Transition of Leadership
AAFCPAs Wealth Management is pleased to announce a transition in leadership, naming Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP® as Co-Directors. Grinkis and Hammond are both Senior Wealth Advisors at AAFCPAs and have been poised to take over the leadership from Founder and Wealth Advisor Joel Aronson, CPA, MBA, PFS since joining the […]
Insights for Community Partners Implementing Data Driven Patient Care: Educational Workshop
AAFCPAs’ Healthcare Practice to Present Educational Workshop at Providers’ Council’s Annual Conference AAFCPAs’ Partner Matt Hutt, CPA, CGMA, and AAFCPAs’ Healthcare Consulting & Reimbursement Strategist Chris Gendron will happily present a timely, educational workshop at the Providers’ Council’s 43rd Annual Convention & Expo in Boston, MA on September 20th on achieving success in data-driven population health strategies. As Community Partners (CPs) […]
Educational Podcast: How to Right-Size Your Finance Function
Listen to Podcast Click here to listen to podcast or use the above media player. Over one third of CFOs surveyed report human resource limitations and team bandwidth as the PRIMARY challenge in meeting the expectations of their CEO. Nonprofit finance departments are often juggling the day-to-day accounting and bookkeeping responsibilities alongside more complex and […]
IRS Releases Guidance on Accounting Method Changes for Small Businesses
On August 3, 2018, the IRS released Revenue Procedure 2018-40, which provides advance guidance for eligible small business taxpayers to apply for certain automatic accounting method changes introduced through the tax reform signed into law by President Trump on December 22, 2017. Rev. Proc. 2018-40 presents an amendment to Rev. Proc. 2018-31 to modify existing […]