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AAF Wealth Management Q4 2023 Market Insight
AAF WM Quarterly Update

AAF Wealth Management Q4 2023 Market Insight

Last year was eventful both economically and otherwise, from bank failures in March to Fitch’s downgrade of U.S. government debt, a collapse in inflation, and the Federal Reserve signaling it might end rate hikes. In an ongoing commitment to keep you abreast on a range of issues that might affect you and your business, AAF […]

Nonprofit Challenges in Navigating Tax Issues

Nonprofit Challenges in Navigating Tax Issues

Nonprofit organizations are often thought to be tax exempt. But this is a misnomer, as there are many situations where a nonprofit may have to either pay or collect and remit tax. Private foundations, also under the umbrella of 501(c)(3) nonprofit organizations, are subject to a 1.39 percent net investment tax on their investment income […]

Save the Date: AAFCPAs’ 2024 Nonprofit Educational Seminar

Save the Date: AAFCPAs’ 2024 Nonprofit Educational Seminar

AAFCPAs invites you to join us for our Annual Nonprofit Educational Seminar, virtual again in 2024 and considered by many nonprofit CFOs and Executive Directors to be the premier nonprofit finance educational event of the year. Our panel of industry specialists will discuss important accounting, tax, and regulatory matters that affect nonprofits along with ways […]

Ripianzi to Present MNN, FEI-Boston Nonprofit Outlook for 2024

Ripianzi to Present MNN, FEI-Boston Nonprofit Outlook for 2024

Joyce Ripianzi, CPA, leader in AAFCPAs’ Fractional CFO & Outsourced Accounting practice, has been invited to co-present the “Nonprofit Outlook for 2024: Guidance for the Year Ahead”, a joint professional development event hosted by FEI Boston and the Mass Nonprofit Network. Ripianzi will offer insight into ways in which nonprofit organizations can improve audit preparation. […]

How to Level Up Financial Planning & Analysis

How to Level Up Financial Planning & Analysis

The Crucial Role of FP&A Financial Planning & Analysis (FP&A) plays a crucial role in an organization’s success and increasingly overlaps with business intelligence and data analytics. Budgeting, forecasting, and analytics support decision makers at organizations of all sizes. Most have the basic building blocks to drive FP&A—for instance, a good grasp of their industry, […]

Duplin, Reilly, and Leroux Promoted to Partner at AAFCPAs

Duplin, Reilly, and Leroux Promoted to Partner at AAFCPAs

Boston, MA (January 2, 2024) — AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, is pleased to announce the promotion to partner of Lauren M. Duplin, CPA, Nichole Reilly, CPA, MBA, and Justin Leroux, CPA effective January 1, 2024. Lauren M. […]

AAFCPAs’ 2023 Growth Story Included Five New Partners

AAFCPAs’ 2023 Growth Story Included Five New Partners

Boston, MA (December 22, 2023) — AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, reflects with gratitude on our success and organic growth in 2023 with five partnership additions. The company continues in its organic growth trajectory as valued clients spread […]

From the desk of Kevin Hodson

From the desk of Kevin Hodson

On the Desk Closing out 2023, we are reflecting on the continuous noise that permeates the markets. Our long-term approach helps us stay focused, though, as we look past week-to-week disruptions to bigger picture indicators. Interest rate increases, for example, have been on everyone’s mind. We’re less concerned with those trends at this point, as […]

From the Desk of Carmen Grinkis – December 2023

From the Desk of Carmen Grinkis – December 2023

It’s that time of year again: not just the holidays themselves but also the annual Tiverton Four Corners Re-Tree contest. The town votes on art installations made from recycled materials, and I’m proud to have earned second place! If any voters are listening, though, I’ll gladly accept first place in 2024. My entry was titled […]