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,...
Blog
Retirement Plans
Retirement Plans
Kevin Hodson
From the Desk of Kevin Hodson: New Retirement Savings Limits and the Impact of Cost of Living
With the conclusion of this year, let’s welcome the opportunities of the next. Following are updates on retirement savings limits and their impact on your...
Individual, Family & Fiduciary Tax
Seminar Recap: 2024 Employee Benefit Plan Risk Update
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Shawn P. Huxley, CPA, MSA and Davide Villani, CPA, CGMA updated approximately 400 attendees on employee benefit plan...
Uncategorized
How the SECURE Act May Change Your Retirement Savings
AAFCPAs Wealth Management would like to make clients aware that the recent federal government spending package, signed by the president in mid-December, included the SECURE...
Individual, Family & Fiduciary Tax
Personal Financial Health Check
As the flight attendants often say, “It’s critical that you put your oxygen mask on first, before helping others…” This is an important metaphor for...
Individual, Family & Fiduciary Tax
Year-End Personal Financial Planning Considerations
The end of the year presents a unique opportunity to look at your overall personal financial situation. With factors like tax reform, life changes or...
Wealth Advisory
AAFCPAs Wealth Management Update: Market Volatility
AAFCPAs Wealth Management understands that the recent market performance may be unsettling to some, given this is the worst volatility we have seen in over...
Individual, Family & Fiduciary Tax
AAFCPAs’ Tax Practice Recommends Individual Tax Planning Considerations with Respect to the Tax Cuts and Jobs Act
On Friday, December 22, 2017, President Trump signed the Tax Cuts and Jobs Act (H.R. 1) (the “TCJA”). The final legislation is lengthy and complex,...
Legislative & Regulatory Updates
AAFCPAs Advises Clients on Year End Tax Savings Strategies in Response to Tax Bill Conference Report
On Friday, December 15, Congress released the contents of the Conference Report to the Tax Cuts and Jobs Act. The bill requires a final vote...
