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Nonprofits May Now File Public Disclosure Documents Online in MA, NY
Nonprofits May Now File Public Disclosure Documents Online in MA, NY

Nonprofits May Now File Public Disclosure Documents Online in MA, NY

AAFCPAs would like to make clients aware that new online portals in the states of Massachusetts and New York are available for charities to prepare and submit their statutorily required filings. These online portals allow charities and nonprofit organizations to streamline annual disclosures. AG Healey Launches First-Ever Online Portal for Charities Filings in Massachusetts Massachusetts […]

From the Desk of Kevin Hodson

From the Desk of Kevin Hodson

At AAF Wealth Management, we spend most of our energy focused on helping our clients achieve their financial goals. What we often miss these days is sharing insight into the behind-the-scenes activity that makes us who we are – and makes us a great partner for you. Before the pandemic, we were able to connect […]

From the Desk of Jonathan Bloom

From the Desk of Jonathan Bloom

At AAF Wealth Management, we spend most of our energy focused on financials to help ensure progress towards your goals. What we often miss these days is insight into the behind-the-scenes activity that makes us who we are – and makes us a great partner for you. Before the pandemic, we enjoyed more time in […]

Client Success Story: Better Decisions in Less Time, with Better Visualization!

Client Success Story: Better Decisions in Less Time, with Better Visualization!

The need for financial analysis is constant, and visibility into KPIs (Key Performance Indicators) is essential for decision making. When your systems have limitations in how you can visualize your data, your ability to make meaningful decisions is hindered. In this Client Success Story, we outline how AAFCPAs helped Beaver Country Day School move beyond […]

AAFCPAs Announces Zip2CPA Program

AAFCPAs Announces Zip2CPA Program

AAFCPAs helps professionals accelerate the process of earning their CPA! Boston (November 1, 2022) – AAFCPAs, a leading CPA and Consulting firm based in New England, today announced its pioneering Zip2CPA Program, designed to help accounting professionals accelerate the process of earning their CPA credential! Most accountants know the CPA credential is one of the […]

Watch Now: 2022 Year-End Tax Planning & Compliance for Privately Held Companies

Watch Now: 2022 Year-End Tax Planning & Compliance for Privately Held Companies

Year-End Business Tax Planning In this live webinar, AAFCPAs’ Business Tax Advisors covered Federal, State, and International tax planning strategies for privately held businesses. Listen to hear what you may need to consider now to optimize your 2022 tax position. Topics Covered Include: Federal Taxation: Tax Credits Employee Retention Credit: Do you qualify, and how […]

Webinar: 2022 Year-End Tax Planning & Compliance for Individuals, Families, and Trusts

Webinar: 2022 Year-End Tax Planning & Compliance for Individuals, Families, and Trusts

Watch Now: Individual & Family Tax & Wealth Preservation Tax planning is a critical challenge—especially in times of legislative and economic uncertainty. In this recorded webinar, AAFCPAs Tax Advisors will provide clients and friends with information on what they need to consider now to optimize their 2022 and beyond tax position. Topics Covered Include: Tax […]

Watch Now: 2022 Year-End Tax Planning & Compliance for Cannabis Businesses

Watch Now: 2022 Year-End Tax Planning & Compliance for Cannabis Businesses

Year End Cannabis Business Tax Planning In this live webinar, AAFCPAs’ Cannabis Practice Leaders covered Federal & State tax planning strategies for cannabis businesses. Listen to hear what you may need to consider now to optimize your 2022 tax position. Topics Covered Include: Key considerations for Tax Compliance Readiness 280E Tax key considerations, and the […]

Strong Password Policy Requirements Protect Data, Systems
Strong Password Policy Requirements

Strong Password Policy Requirements Protect Data, Systems

It remains a critical and ever-evolving challenge to protect your organization’s data and operations from destructive forces such as unauthorized users, cyberattacks, and data breaches. The first level of security from such attacks is the implementation of strong password policies as a line of defense for an organization’s data security. Balancing risk and user-friendliness is […]