State and Local Tax
OBBB Creates More Deduction Room for Middle-Income Filers
For years, the state and local tax deduction has been an important consideration for taxpayers in high-tax states. In 2017, The Tax Cuts and Jobs...
Blog
Wealth Advisory
Wealth Advisory
Transaction Advisory
Why More Business Owners Are Turning to ESOPs for Succession
More business owners are turning to employee stock ownership plans (ESOPs) to ensure continuity, reward long-serving team members, and transition out with intention. Unlike sales...
Transaction Advisory
Buy-Sell Agreements, Life Insurance & Business Valuation: What Owners Must Know
Business owners are often reluctant to plan for the eventual transition of ownership, even though the need for succession is inevitable, whether it comes through...
Jonathan Bloom
AAF Wealth Management Q2 2025 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal finances, AAFCPAs is pleased to...
Wealth Advisory
IRS to End Paper Checks in 2025
Editor’s Note: This article was updated in September 2025 for accuracy and relevance. The IRS has confirmed that paper tax refund checks for individual taxpayers...
Wealth Advisory
Estate Planning Pro Tip for Married Couples: Don’t Overlook Portability
In this article: Understanding Portability and the Estate Tax Exemption The Role of Step-Up in Basis The Role of Trusts in Estate Planning Steps to...
Wealth Advisory
AAF Wealth Management 2025 Market Insights
AAF Wealth Management Market Insights | Webinar On-Demand In an ongoing commitment to keep clients abreast on a range of issues that might affect your...
About AAFCPAs
AAF Wealth Management Expands Advisory Team
Boston, MA (May 26, 2025)—AAF Wealth Management, a boutique Registered Investment Advisory (RIA) firm serving clients focused on long-term wealth preservation, today announced the addition...
Wealth Advisory
Protect Your SS Information from Fraud
AAFCPAs would like to make clients aware there have been reported incidents of identity theft involving Social Security Administration (SSA) accounts. These incidents highlight the...
