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... January 13, 2026
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... December 23, 2025
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... December 3, 2025
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... November 24, 2025
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,... November 12, 2025
Wealth Advisory AAF Wealth Management Q3 2025 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 Q3 2025... October 15, 2025
Wealth Advisory What You Should Know Before Claiming Social Security Benefits Andy Hammond, AAF Wealth Management, shares insights from recent client conversations. Lately, I’ve been hearing from more and more clients—especially those in their early to... October 8, 2025
Tax Planning & Compliance What OBBB Means for Charitable Contributions New Rules for Charitable Deductions Starting in 2026 For years, charitable giving rules have shifted with each round of tax legislation, leaving individuals and corporations... October 3, 2025
Individual, Family & Fiduciary Tax What OBBB Means for Estate Tax and Wealth Transfer The One Big Beautiful Bill (OBBB) Act raises the federal estate tax exemption to $15 million per individual beginning January 1, 2026, a permanent change... October 1, 2025