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

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 […]

AAFCPAs Wealth Management Update: Market Volatility

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 […]

AAFCPAs Morrison, Bloom to Serve on Board at The Whole Child, Inc.
Morrison & Bloom - The Whole Child

AAFCPAs Morrison, Bloom to Serve on Board 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 and Finance Committee at The Whole Child, Inc., an organization dedicated to empowering the youth of our community with the broad skills needed […]

3 Steps to Staying Sharp Through Our Busy Seasons
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3 Steps to Staying Sharp Through Our Busy Seasons

AccountingWeb | Whether you are part of a large, multi-service CPA firm or a solo practitioner, you likely feel the pressure during deadline seasons as they test our process efficiencies, team cohesiveness and talent.  AAFCPAs Co-Managing Partner Dave McManus provides 3 steps to staying sharp through busy seasons.

New Care Management Services Billing Guidelines for Health Centers

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 […]

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

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 […]

AAFCPAs Provides Guidance on Business Tax Provisions in the Tax Cuts and Jobs Act

AAFCPAs Provides Guidance on Business Tax Provisions in the Tax Cuts and Jobs Act

On Friday, December 22, 2017, President Trump signed the Tax Cuts and Jobs Act (H.R. 1) (the “TCJA”). The TCJA represents a dramatic overhaul of the U.S. tax code, and the final legislation is lengthy and complex. AAFCPAs’ Tax Practice provides an overview of the major provisions affecting commercial businesses. Change in Tax Rates Starting […]

Congress Passes Another Two-Year Suspension of the Medical Device Excise Tax

Congress Passes Another Two-Year Suspension of the Medical Device Excise Tax

AAFCPAs would like to make clients aware that the Medical Device Excise Tax (“MDET”) has once again been suspended for 2018 and 2019, retroactive to January 1, 2018. MDET is a 2.3% tax on medical devices, enacted effective January 1, 2013.  The tax applied to manufacturers and importers of certain medical devices, as defined by […]

Financial and Estate Planning Opportunities Related to the New Tax Law

Financial and Estate Planning Opportunities Related to the New Tax Law

The Tax Cuts and Jobs Act (“The Act”) reflects a widespread change not seen in over 30 years. The architects of the legislation hoped this tax overhaul would allow a simplification of the US tax code. Unfortunately, what is clear since the bill’s signing is the additional complexity, and most provisions have taken effect immediately […]