Tax Planning & Compliance

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AAFCPAs Promotes Directors in Tax & Outsourced Accounting
Stacie Field & Scott Posnick

AAFCPAs Promotes Directors in Tax & Outsourced Accounting

AAFCPAs (Boston, Wellesley, Waltham, & Westborough) is pleased to announce the following Director promotions in recognition of their earned expertise supporting clients’ Business & Income Tax and Outsourced Accounting needs. Stacie A. Field, CPA, MBA has been promoted to Director, Tax. She creates strategic tax plans for closely held businesses and their owners in a […]

AAFCPAs to Present Wealth Migration Strategies

AAFCPAs to Present Wealth Migration Strategies

Joshua England, LLM, Esq., Partner and Tax Consulting Attorney at AAFCPAs, will contribute his tax expertise in a Webinar on May 27th, sharing key considerations when moving personal or business assets to another jurisdiction. Many high-profile CEOs have moved their businesses for financial incentives. In this interactive panel discussion, Josh and a panel of financial […]

How to Repay Deferred Payroll Taxes

How to Repay Deferred Payroll Taxes

To give businesses a needed temporary financial boost, the Coronavirus, Aid, Relief and Economic Security (CARES) Act, signed by the President in March 2020, allowed employers (ER) to defer payment of the employer’s (ER) share of Social Security tax. In addition, IRS Notice 2020-65, issued in August 2020, allowed employers (ER) to defer withholding and payment of the employee’s (EE) […]

You Snooze, You Lose. Preserve Wealth Before Legislation Eliminates Opportunities

You Snooze, You Lose. Preserve Wealth Before Legislation Eliminates Opportunities

As you know, AAFCPAs anticipated changes on the horizon to the Estate Tax Exemption. On March 25, 2021, Senator Bernie Sanders introduced legislation called “For the 99.5% Act,” which, if passed, would establish a new progressive estate tax rate structure on the top 0.5% of Americans who inherit over $3.5 million in wealth. It is […]

American Rescue Plan: Provisions for Individuals

American Rescue Plan: Provisions for Individuals

As you may know, President Biden recently signed the $1.9 trillion American Rescue Plan Act of 2021 (ARPA). AAFCPAs has outlined below key provisions for individuals & families. Direct Checks The package includes $1,400 Recovery Rebate payments (also known as stimulus checks) for adults and their dependents. As with prior stimulus payments, the economic impact […]

American Rescue Plan: Provisions for Businesses

American Rescue Plan: Provisions for Businesses

As you may know, President Biden signed the $1.9 trillion American Rescue Plan Act of 2021 (ARPA) into law on Thursday, March 11th. AAFCPAs has outlined, below, the key provisions for businesses, including those related to: Employee Retention Credits The Paycheck Protection Program Family and Sick Leave Credits Targeted Economic Injury Disaster Loans The Restaurant […]

IRS Extends Federal Income Tax Filing Deadline for Individuals

IRS Extends Federal Income Tax Filing Deadline for Individuals

AAFCPAs would like to make clients aware that the Treasury Department and the IRS recently announced that the federal income tax filing deadline for individuals will be postponed to May 17, 2021 from April 15, 2021. It is still AAFCPAs’ intention to complete individual filings by April 15th, unless you have heard otherwise from your AAFCPAs tax professional.  What You Need […]

CARES Act Eases Loss Limitation Rules
CARES Act - Eases Loss Limitation Rules

CARES Act Eases Loss Limitation Rules

AAFCPAs would like to make clients aware that, to provide businesses and their owners with some relief from the financial effects of the COVID-19 crisis, the Coronavirus Aid, Relief, and Economic Security (CARES) Act eases the rules for claiming certain tax losses. AAFCPAs has provided an outline, below, of the—mostly temporary—modifications. Liberalized Rules for NOL […]

S Corporation Diligence to Avoid Inadvertent Termination and Loss of Tax Benefits

S Corporation Diligence to Avoid Inadvertent Termination and Loss of Tax Benefits

The S corporation remains a popular entity choice, combining the liability protection of a corporation with many of the tax benefits of a partnership. However, these benefits come at a price: S corporations must comply with strict requirements that limit the number and type of shareholders, prohibit complex capital structures, and impose other restrictions. Advantages […]