Wealth Advisory
AAF Wealth Management Q1 2023 Market Update
1st Quarter 2023: A Record-setting Start Reflecting on the start of 2023, it strikes us as interesting that we’ve just endured yet another volatile period that...
Blog
Wealth Advisory
Wealth Advisory
Andrew Hammond
Investment Performance – 2022 Recap.
As we look back on 2022, there are things for which we can be grateful, but market performance is certainly not one of them. Investment...
Daniel Seaman
Dan Seaman Named Tax Partner
Boston, MA (1/10/2023) – AAFCPAs, a best-in-class CPA and consulting firm known for tax, assurance, accounting, wealth management, business process, and IT advisory solutions, today...
Daniel Seaman
Secure Act 2.0 & the YE Spending Bill
On Friday, December 23, 2022, the U.S. House of Representatives followed the Senate’s lead and passed a $1.7T spending bill (Consolidated Appropriations Act of 2023)...
Uncategorized
Inflationary Pressures on the Decline
Over the past two weeks, economic data have pointed to what may be a change in the stifling inflationary pressures we’ve become accustomed to over...
Uncategorized
Massachusetts Millionaire’s Tax
On Election Day, November 8th, Massachusetts voters approved Question 1 to amend the state constitution and establish an additional 4% surtax on taxable income in...
Joshua England
How to Use This Year’s Market Tumble to Reduce Your Tax Bill
Barron's Magazine (November 13th, 2022) - This year’s market mayhem could shave your tax bill for years to come. AAFCPAs' Partner & Tax Attorney Joshua...
Carmen Grinkis
Carmen Grinkis Featured in the Bay Magazine
The following content was originally published in The Bay Magazine in November 2022. Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, a...
Wealth Advisory
From the Desk of Kevin Hodson – November 2022
At AAF Wealth Management, we spend most of our energy focused on helping our clients achieve their financial goals. What we often miss these days...
