Blog
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Take Action to Protect Your Organization During Cybersecurity Awareness Month
October marks Cybersecurity Awareness Month, a time to reflect on the safeguards that protect our organizations, communities, and critical systems. While cyber threats exist year-round, this month serves as a reminder to take concrete steps to reduce vulnerabilities and strengthen resilience. Every business, nonprofit, and mission-driven organization relies on systems and processes that must operate […]
Ryan Wolff Takes National Stage to Present on AI and Audit Innovation at DCPA 2025
AAFCPAs’ Ryan K. Wolff, MBA, Senior AI and Strategic Innovation Consultant, will present at Digital CPA (DCPA) 2025, hosted December 7–10 at the Gaylord National Resort and Convention Center in National Harbor, Washington, D.C. Ryan will co-present alongside Danielle Supkis Cheek, CPA, CFE, CVA, Senior Vice President of AI, Analytics & Assurance at Caseware International. […]
California Medicaid Reforms Shape Future for Community Health Centers
Overview of California Medicaid Reforms and CalAIM California has relied on federal waivers to expand Medicaid and improve care delivery. In December 2015, the state secured a 1115 Medicaid waiver under Section 1115(d)(2) of the Social Security Act. Known as Medi-Cal 2020, the waiver was designed to transform the system by improving care quality and […]
Qualified Small Business Stock Changes: Higher Caps, Shorter Holding
Tucked within the One Big Beautiful Bill (OBBB) Act is a meaningful update to the tax code: revisions to the Qualified Small Business Stock (QSBS) gain exclusion under Section 1202. Long used as a tool to encourage innovation and investment in early-stage businesses, the QSBS rules have now been clarified and expanded. The changes are […]
Massachusetts DOR Warns of New Tax Refund Text Scam
Massachusetts taxpayers are the latest target of a growing wave of text scams. The Massachusetts Department of Revenue (DOR) reports that residents have received messages claiming they are due a tax refund. These texts include a link and ask the recipient to confirm their banking information in order to receive the money. This is not […]
New Mortgage Interest Rules Offer Opportunities for Individual Taxpayers
How the OBBB Act Changes Mortgage Interest Deductions The rules for deducting mortgage interest have shifted in ways that may prompt many individual taxpayers to rethink their year-end tax planning. The newly enacted One Big Beautiful Bill (OBBB) Act locks in a key limit on acquisition debt, adds a deduction for private mortgage insurance beginning […]
Maximizing Meal Expense Deductions: IRS Rules and Exceptions Every Organization Should Know
Meal Expenses: An Overlooked Tax Opportunity Meal expenses are often an overlooked area in tax planning, with significant potential to affect an organization’s bottom line. While the IRS generally allows only a 50 percent deduction under IRC §274, certain circumstances may permit full deductibility. Understanding these exceptions enables businesses, including tax-exempt organizations that may incur […]
AAFCPAs Tax Partners Featured in Dealmaking Panel Discussion
AAFCPAs is proud to speak at the upcoming AM&AA New England Chapter networking event. Tax Partners Julie Sauriol, CPA and Richard Weiner, CPA, MST, CM&AA will join fellow panelist Sarah Grossman, CBI of BayState Business Brokers, for a discussion on collaboration in mergers and acquisitions. This program will provide insight into how advisors from different […]
Tax Strategies for Cannabis Operators Webinar 2025
Navigate complex tax rules and maximize efficiency with insights from AAFCPAs’ 2025 Tax Planning for Cannabis Operators webinar. Learn strategies to address 280E compliance, optimize operations, and implement tax-efficient plans for your business. In this session, you will learn: Save The Date What: 2025 Tax Planning for Cannabis Operators Webinar When: October 28, 2025, 12:00 […]