Wealth Advisory
AAF Wealth Management Q2 2026 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q2 2026...
Blog
Wealth Advisory
Wealth Advisory
Individual, Family & Fiduciary Tax
Trump Accounts: Long-Term Savings Planning Considerations for Families
For families focused on long‑term wealth planning, Trump Accounts, a newly introduced federal children’s savings program, now offer tax-advantaged long-term savings opportunities for children under...
Wealth Advisory
AAF Wealth Management Q1 2026 Market Insights
In this ArticleGeopolitical Concerns and Key DriversInflation and the Role of the Federal ReserveMarket/Economic Expectations for 2026Investor Behavior in Light of Recent Volatility In an...
Wealth Advisory
Guiding Women Through Life’s Financial Inflection Points
This article was originally published during Women’s History Month in the Leading Ladies supplement by PROVIDENCE MEDIA (Providence Monthly, Hey Rhody, So Rhode Island, and...
Wealth Advisory
Making Space for What Matters Most
Personal financial planning is something we go through together, evolving as we age andorganize our lives. It’s a process that’s ongoing, unique, and deeply personal—reminding...
Wealth Advisory
AAF Wealth ManagementQ4 2025 Market Insights
In this Article:2025 4th Quarter Recap2025 Full-Year RecapVolatility and ResilienceA Shift in Market LeadershipBroad-Based Asset PerformanceThe Currency EffectFactors to Watch in 2026Opportunities to Watch in...
Individual, Family & Fiduciary Tax
Give the Gift of an Estate Plan
The holiday season brings thoughts of giving—carefully chosen gifts that show love, create lasting memories, and sometimes provide practical value for years to come. For...
State and Local Tax
NY Domicile Ruling: Lessons from Hoff for Residency and Tax Planning
In This Article:Tribunal Findings and Factors ConsideredTime Spent in Each StateHome OwnershipBusiness and Social TiesFormal Declarations Alone Are InsufficientOther EvidencePractical Takeaways for Relocation PlanningAbandon the...
Transaction Advisory
How Early Planning Maximizes the Value of a Business Sale
Financial outcomes from a business sale reflect the planning and decisions made long before the deal closes. Thoughtful preparation allows you to structure the transaction...
