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AAF Wealth Management Q3 Market Insight

AAF Wealth Management Q3 Market Insight

The intricacies of market performance are deeply intertwined with various external factors, including inflation, interest rates, political shifts, geopolitical affairs, and natural disasters. This includes, sadly, the current humanitarian crisis in the Middle East. It is heart-breaking to see these events unfold in a region whose people have known such profound suffering for far too […]

How to Right-Size Cybersecurity to Fit the Small Nonprofit

How to Right-Size Cybersecurity to Fit the Small Nonprofit

Organizations rely on technology for communicating, managing our work, assisting us in making accurate and timely decisions, assisting customers, and staying in the know wherever we go. But along with this comes a mounting risk of data breach. Particularly susceptible are small nonprofit organizations with fewer technical safeguards, outdated security protocols, and modest IT budgets. […]

Kelly Zack, MST is featured on Synexus Tax Solutions’ Podcast

Kelly Zack, MST is featured on Synexus Tax Solutions’ Podcast

October 16th, 2023 – In today’s episode, we’re diving into the world of cannabis and sales taxes, and we’re asking a simple question: Are the taxes on cannabis too high? To help us understand this, we have a special guest, Kelly Zach, who’s a sales tax expert from Boston, Massachusetts. Kelly helps us understand the […]

Watch Now: Cannabis Tax Webinar 11/7

Watch Now: Cannabis Tax Webinar 11/7

As we approach the conclusion of 2023, the Cannabis Practice at AAFCPAs extends a warm invitation to our esteemed clients and friends to proactively evaluate their comprehensive financial status in anticipation of strategic year-end tax planning. Please remember, implementing the majority of tax-saving strategies necessitates action on or before December 31. At AAFCPAs, we stand […]

Watch Now: Business Tax Webinar 11/2

Watch Now: Business Tax Webinar 11/2

As 2023 draws to a close, we invite our valued business clients and friends to proactively assess their full financial picture to strategically plan their year-end tax optimization. It’s crucial to note that the majority of tax-saving strategies require implementation on or before December 31. AAFCPAs is poised to assist you in minimizing your tax […]

Watch Now: Individual & Family Tax Webinar 10/31

Watch Now: Individual & Family Tax Webinar 10/31

AAFCPAs’ Individual & Family Tax and Wealth Preservation Webinar As we near the close of another calendar year, we again encourage clients to assess their complete financial situation now in order to plan their year-end tax optimization strategy. As you do, be mindful that most tax reduction approaches must be implemented by December 31 or […]

AI Risks: Establishing Workplace Guidelines

AI Risks: Establishing Workplace Guidelines

AI is rapidly changing the way we work, with AI-powered tools now in use by employees and contractors to manage tasks, retrieve data, brainstorm, and identify fraud. They have been adopted by HR to recruit and screen talent, by sales to provide customer support, by finance to analyze volumes of data and forecast future performance, […]

Courtney McFarland Selected for MassCPAs’ Women to Watch Award

Courtney McFarland Selected for MassCPAs’ Women to Watch Award

Boston, MA (October 9, 2023)—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 that Courtney McFarland, CPA, MSA, 340B ACE, Partner has been selected as recipient of the 15th Annual MassCPAs Women to Watch Award in the Experienced […]

October Designated National Cybersecurity Awareness Month

October Designated National Cybersecurity Awareness Month

October kicks off National Cybersecurity Awareness Month (NCSAM), which is dedicated to raising public awareness on the importance of cybersecurity. Launched in 2004 by the U.S. federal government, NCSAM aims to encourage businesses and individuals to investigate potential risk along with strategies to improve the security of critical infrastructure. Where To Start The threat landscape […]