Wealth Advisory
The Bucket System: Managing Your Assets in the Face of Volatility
Nonprofit World Magazine – Joel Aronson, wealth advisor, AAFCPAs Wealth Management provides members of the national Society for Nonprofits (subscriber content) with insight into a simple system that is key to financial stability. As a nonprofit leader, you’re no stranger to cash flow crunches. But you can attain a new level of stability if you persevere […]
AAFCPAs Wealth Management Invests in Team and Processes in 2016
AAFCPAs Wealth Management is pleased to share the investments we have made in our team and processes in 2016, designed to enhance your client experience: AAFCPAs Wealth Management is firmly dedicated to servicing our clients and enhancing your financial wellbeing. Ultimately, we believe it is our 1) diversity of talent from our team, 2) four […]
AAFCPAs Wealth Management Continues to Grow and Welcomes Jonathan Bloom
AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Jonathan Bloom, CFP® as a Wealth Advisor. Jonathan is a seasoned professional providing comprehensive financial planning solutions for individuals, families, business owners, benefit plan sponsors, nonprofits & foundations. Jonathan is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and […]
AAFCPAs Wealth Management Update: Election Results
The end result of a polarizing presidential race certainly rocked the boat called Wall Street this week. The markets responded as they almost always do when Uncertainty Rules – they proceeded to quake and quiver. As we have seen repeated in history, for example: 9-11, and Brexit, unexpected, contentious events often cause overreaction from investors. […]
Plan sponsors: how can you minimize risks?
The term “fiduciary responsibility” has been in the headlines quite a bit this year. Most of the discussion is around investment advisors, but the term also comes into play for business owners and executives. Being a fiduciary means being personally liable for the prudent management of someone else’s money, so it is a serious topic […]
Department of Labor: Fiduciary Rule Changes Impacting Retirement Accounts
Listen to Podcast Click here to listen to podcast or use the above media player. The DOL’s new fiduciary rule requires financial advisors to put their clients’ best interests ahead of their own when providing investment advice. Carmen Grinkis, Wealth Advisor, AAFCPAs Wealth Management provides perspective on the ruling and what it means to be […]
A View from the Trenches: Handling the IRS, clients and the other frustrations of tax filing season
AccountingToday.com | AAFCPAs Co-Managing Partner Dave McManus believes now is the time to educate clients regarding tax planning as a year-round exercise. “We’re not looking solely at the compliance process at the end of the year. Our objective is to work with clients throughout the year and to get a real sense of who they are, how their business […]
AAFCPAs Affiliate, HighSight LLC Announces Rebrand and Change of Name to AAFCPAs Wealth Management
Wellesley, MA 1/7/2016 – HighSight LLC, an affiliate company of AAFCPAs, today announces the adoption of AAFCPAs Wealth Management as its global brand name, and unveils a new logo and website. The change better reflects the company’s close cultural affiliation with AAFCPAs (Westborough, Boston, Wellesley, MA), the preeminent tax, assurance, and consulting firm with national […]
Congress to Vote on Tax Extender Bill Friday
On Tuesday night, Congress reached an agreement on a year-end spending and tax deal that includes the much anticipated tax “extender” provisions. The tax bill is expected to extend around 50 credits for businesses and individuals, while also delaying until 2017 a tax on medical device manufacturers. This news provides some insight of what to […]