Watch Now: Business Tax Webinar 11/2
As 2023 draws to a close, we invite our valued business clients and friends to proactively assess their full financial picture to strategically plan their year-end tax optimization. It’s crucial to note that the majority of tax-saving strategies require implementation on or before December 31. AAFCPAs is poised to assist you in minimizing your tax […]
Watch Now: Individual & Family Tax Webinar 10/31
AAFCPAs’ Individual & Family Tax and Wealth Preservation Webinar As we near the close of another calendar year, we again encourage clients to assess their complete financial situation now in order to plan their year-end tax optimization strategy. As you do, be mindful that most tax reduction approaches must be implemented by December 31 or […]
The EQ Leader in Industry 4.0: An Introduction to Emotional Intelligence Leadership in the Digital Age
In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs’ Keynote Speaker: Jamelle Lindo, Emotional Intelligence Coach explores emotional intelligence. We are living in the midst of the greatest digital proliferation in history which has come to be known as Industry 4.0. In this keynote presentation, Jamelle explores why emotional intelligence is becoming […]
IRS Strategic Focus Area: Small Exempt Organizations that Sponsor Retirement Plans
As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are properly administered, whether there are any party-in-interest transactions in the plan trust, and whether any participant loans violate Internal Revenue Code (IRC) Section 72(p). In this webcast, recorded April 2023 […]
What’s New at AAFCPAs 2023
AAFCPAs is the premier CPA and consulting firm based in New England and considered an attractive alternative to national CPA firms by discerning clients who appreciate exceptional value. We provide audit, tax, accounting, and advisory solutions to nonprofit organizations, commercial companies, and wealthy individuals/estates. Since 1973, our sincere approach to business and service excellence has […]
Understanding Secure 2.0, and how it Affects Plan Sponsors
SECURE 2.0—so-called because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—is legislation designed to substantially improve retirement savings accounts, including 401(k)s and 403(b)s, in the U.S. There’s a host of provisions in the bill and in this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar. AAFCPAs’ Employee […]
AAF Wealth Management’s Investment Outlook
Secure 2.0 is designed to strengthen the retirement system and Americans’ financial readiness for retirement. However, it’s impossible to ignore our account balances as they swing up and down. AAF Wealth Management helps guide clients through periods of volatility. In this session, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, we provide valuable perspective on […]
What is Robotic Process Automation, Anyway?
Accounting transformation is driven by people who envision what’s possible. If you understand the power of RPA, you can make a list a mile long of potential transformations in how we do our work. In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, Vassilis Kontoglis from AAFCPAs’ Business Process & IT Advisory Practice […]
Accounting Standards Update 2023
In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs’ nonprofit assurance leaders are back again with our fast-paced accounting standards update. This year, we discuss the Lease standard and what to think about now in year two of adoption (such as lease renewals, accounting changes, and schedules). We also dig into what […]