Blog
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AAF Wealth Management Q1 2026 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 Q1 2026 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late. The start of 2026 offered […]
AAFCPAs to Present on Cannabis Finance and Compliance at 2026 NECANN
Operators, investors, and advisors across New England and nationwide are preparing for significant tax and regulatory change. Federal rescheduling and the expected inapplicability of Section 280E to cannabis are set to reshape growth strategies and compliance requirements. These developments set the stage for timely industry discussion at the 2026 New England Cannabis Convention and NECANN […]
AAFCPAs’ Olga Yasinnik at FEI Boston on Ethical Challenges in Financial Management
Financial reporting and operational decisions often involve gray areas where rules alone are not enough. Finance professionals must interpret guidance, assess risk, and stand behind their conclusions. Join Olga Yasinnik, CPA, MBA, Partner at AAFCPAs along with a panel of industry speakers for FEI Boston’s comprehensive four-hour Continuing Professional Education (CPE) course, Navigating Ethical Challenges […]
Financial Readiness for Selling a Business: Janice O’Reilly on M&A Success
Financial readiness is often viewed through a tax lens, but that lens shifts when preparing for the sale of a business. Buyers evaluate how financial information reflects ongoing operations, sustainability, and risk, not simply whether reporting meets tax requirements. In the latest episode of Touchstone Talks, a weekly business advisory podcast, Episode 15: Financial Readiness—What […]
Massachusetts Cannabis Repeal Could Shift Market to Medical-Only
Changes could narrow legal cannabis access and create operational and financial challenges for Massachusetts businesses. Early preparation and strategic guidance can help operators navigate and sustain long-term growth. Key Takeaways: In Massachusetts, a new ballot initiative proposes unwinding the adult-use cannabis market, a shift that would reshape both the regulatory landscape and the state economy. […]
Federal Court Ruling May Reopen COVID-Era Tax Penalty Refunds
A federal court ruling may allow some taxpayers to recover interest and penalties paid during the COVID-19 disaster period. The decision clarifies how suspended tax deadlines affect refund and abatement opportunities. Key Takeaways: A recent federal court ruling may reopen refund opportunities many taxpayers assumed had closed after the pandemic. In Kwong v. United States, […]
Guiding Women Through Life’s Financial Inflection Points
This article was originally published during Women’s History Month in the Leading Ladies supplement by PROVIDENCE MEDIA (Providence Monthly, Hey Rhody, So Rhode Island, and the Bay Magazine). As a wealth advisor with a foundation in psychology, I’ve spent my career walking alongside women who excel in their intellectual and professional lives yet often hesitate […]
SOC Compliance Tools Under Scrutiny
Key Takeaways: Compliance checkmarks can mask operational gaps. Assurance pairs skilled examination with technology to reveal how controls actually function. Recent reports and allegations across the cybersecurity and assurance landscape highlight a persistent challenge: compliance indicators from compliance automation platforms may suggest alignment with standards, while underlying controls do not fully reflect how an organization […]
How to Identify Common Inefficiencies in the Finance Function
Key Takeaways: Even strong finance teams can face hidden gaps that slow reporting or leave the organization exposed when there is a transition in key team members. Clarifying workflows and ownership helps recover time, reduce manual effort, and focus on higher-value tasks. The accounting and finance function often appears sound, largely because processes evolve gradually […]