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Our Blog acts as a great resource of stored topical information for the AAFCPAs finance community. Please share with us your thoughts on hot topics. Remember to use the search function to benefit from our past shared learnings.

AAFCPAs to Present Educational Workshop for Aspiring Board Members on Fiduciary Responsibility & How to Read Nonprofit Financial Statements

AAFCPAs to Present Educational Workshop for Aspiring Board Members on Fiduciary Responsibility & How to Read Nonprofit Financial Statements

AAFCPAs’ Partners Thomas Muldoon, CPA, CGMA and Matthew Troiano, CPA will present an educational workshop on Fiduciary Responsibility of the Board & How to Read Nonprofit Financial Statements to current and aspiring board members and nonprofit leaders serving the MetroWest Boston community. This workshop, scheduled for Friday, March 9th, is organized by the Foundation for MetroWest, an organization which serves as a convener and catalyst, coordinating resources across communities and... continue reading

New Care Management Services Billing Guidelines for Behavioral Health Providers

AAFCPAs would like to make behavioral health provider clients aware that, effective January 1, 2018, there are new billing guidelines for care management services. Billing changes for care management affect the following services: Cognitive-assessment services Psychiatric collaborative care model (CoCM) General behavioral health integration (BHI) Note: These changes do NOT affect Federal Qualified Health Centers (FQHCs) or Rural Health Centers (RHCs). Effective January 1, 2018, there are five new evaluation... continue reading

MA Form 3ABC due by 3/1 to avoid local property taxes

The Massachusetts “Return of Property Held for Charitable Purposes” (Form 3ABC) provides for an exemption from local taxation on personal and real property for eligible charitable organizations. As a reminder, in order to be exempt, you must file an annual Form 3ABC, due at the Assessor’s Office no later than March 1, in each city or town in which your organization owns real or personal property.  A copy of your most recently... continue reading

AAFCPAs Presents: How the Tax Act Will Impact Business Owners, an Educational Workshop for XPX New England

AAFCPAs Presents: How the Tax Act Will Impact Business Owners, an Educational Workshop for XPX New England

AAFCPAs’ Partner Richard Weiner, CPA, MST will present an educational workshop on February 27th for Exit Planning Exchange (XPX New England) members on how the Tax Cuts and Jobs Act (H.R. 1) will impact business owners. The biggest tax overhaul in more than two decades has officially been signed into law, and businesses are scrambling to figure out what this means for their bottom line, workforce, and more. Rich will... continue reading

AAFCPAs to Present Three Educational Sessions at National Business Officers Association (NBOA) Conference for Independent Schools

AAFCPAs has been selected again to present educational workshops on three important topics at the National Business Officers Association’s (NBOA) 2018 Annual Meeting in Nashville, TN on March 4 – 7.  This is a must-attend conference for business officers and other independent school leaders, providing exceptional professional development programming and networking opportunities for over 1,000 independent school professionals from across the country. Training Your Board to be Better Fiduciaries AAFCPAs Partner... continue reading

AAFCPAs Wealth Management Update: Market Volatility

AAFCPAs Wealth Management understands that the recent market performance may be unsettling to some, given this is the worst volatility we have seen in over 8 years. The current drop in the major market indexes has left many investors concerned about whether or not they should be making changes, and wondering if this may be a repeat of 2008. AAFCPAs Wealth Management’s investment team has been closely monitoring the market... continue reading

AAFCPAs Morrison, Bloom to Serve on Board of Advisors at The Whole Child, Inc.

AAFCPAs Morrison, Bloom to Serve on Board of Advisors at The Whole Child, Inc.

AAFCPAs is excited to announce that Amy Morrison, CPA, Manager, AAFCPAs and Jonathan Bloom, CFP®, Wealth Advisor, AAFCPAs Wealth Management have been appointed and agree to serve on the Board of Directors at The Whole Child, Inc., an organization dedicated to empowering the youth of our community with the broad skills needed to live a happy life in today’s world.  Amy and Jonathan will donate their time, talent, and expertise... continue reading

New Care Management Services Billing Guidelines for Health Centers

AAFCPAs would like to make Federal Qualified Health Center (FQHC) clients aware that effective January 1, 2018, there are new billing guidelines for care management services. Care management services include the following four services: Transitional Care Management (TCM) Chronic Care Management (CCM) General Behavioral Health Integration (BHI) Psychiatric Collaborative Care Model (CoCM) FQHCs may be reimbursed for Chronic Care Management, Psychiatric Collaborative Care Model or Behavioral Health Integration services using... continue reading

AAFCPAs’ Carla McCall Provides One-on-One Coaching for BBJ’s Mentoring Monday

AAFCPAs’ Carla McCall Provides One-on-One Coaching for BBJ’s Mentoring Monday

AAFCPAs’ Co-Managing Partner Carla McCall, CPA, CGMA will volunteer her time, and share advice as a professional Mentor for Bizwomen Mentoring Monday, February 12th at the Boston Park Plaza, Boston, MA. The annual, national event is organized locally by the Boston Business Journal, and will take place in 43 Business Journal markets on the same day, which means at least 200+ women will be coached in every market or 10,000... continue reading