Wealth Advisory
AAF Wealth Management Quarterly Update
2021 was a year of big expectations, big headlines, and even bigger returns in the world’s financial markets. With hopes of putting pandemic lockdowns in our past, 2021 looked capable of ushering in a new era. There were no shortages of headlines to divert our attention away from the economy. From political changes, to headlines […]
Tax Planning Guides for Businesses & Individuals (2021-2022)
When considering your optimal tax planning & compliance strategy, business & individual tax payers must account for all current and impending tax code changes. This includes the 2017 Tax Cuts and Jobs Act, the 2019 Further Consolidated Appropriations Act, the 2020 Coronavirus Aid, Relief, and Economic Security Act (CARES Act) and subsequent stimulus initiatives, as […]
Grinkis Earns Advanced Life Insurance Underwriting Designation
Carmen Grinkis, Wealth Advisor and Co-Managing Partner of AAF Wealth Management, recently earned a Chartered Life Underwriter® (CLU®) designation, which certifies she obtained expertise that exceeds basic life insurance underwriting requirements. In addition to the CLU®, Carmen has a PhD in Clinical Psychology, a Certification in Long-Term Care (CLTC®), and she is a licensed investment […]
AAF Wealth Management Q2 Market Update
Summer is here, just in time for us to emerge cautious and bleary-eyed from quarantine. It’s been more gratifying this summer, in particular, to reunite with family and friends, connect in person with colleagues, and recharge with much needed vacations! The global economy and financial markets are gaining momentum as people get out and spend […]
3 Ways to Plan for your Grandchildren’s Financial Future
For many of our clients, taking care of loved ones and leaving a legacy is an important part of your financial journey. The arrival of a grandchild marks the beginning or expansion of a new generation. There is a sense of magic as the baby represents the family projecting far into the future. These new […]
AAFCPAs to Present Wealth Migration Strategies
Joshua England, LLM, Esq., Partner and Tax Consulting Attorney at AAFCPAs, will contribute his tax expertise in a Webinar on May 27th, sharing key considerations when moving personal or business assets to another jurisdiction. Many high-profile CEOs have moved their businesses for financial incentives. In this interactive panel discussion, Josh and a panel of financial […]
You Snooze, You Lose. Preserve Wealth Before Legislation Eliminates Opportunities
As you know, AAFCPAs anticipated changes on the horizon to the Estate Tax Exemption. On March 25, 2021, Senator Bernie Sanders introduced legislation called “For the 99.5% Act,” which, if passed, would establish a new progressive estate tax rate structure on the top 0.5% of Americans who inherit over $3.5 million in wealth. It is […]
GameStop Market Manipulation: What Clients Need to Know
GameStop, Reddit, and Robinhood have dominated the headlines in the past couple weeks. AAFCPAs Wealth Management fielded several questions recently and outlines below what clients need to know. What Happened? GameStop Corp. (ticker: GME) is an American video game, consumer electronics, and gaming merchandise retailer. Some of the major Wall Street hedge funds had short positions on […]
Is a Roth IRA Conversion Right for You This Year?
The COVID-19 pandemic has caused significant instability in the global markets and the U.S. economy. In these uncertain times, AAFCPAs reminds clients to consider measures to protect your retirement nest egg over the long term. One strategy our clients are considering is converting a traditional IRA to a Roth IRA. Traditional vs. Roth First, let […]