Blog
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AAFCPAs Recommends Common Sense Precautions After Spoofed Email
AAFCPAs was recently informed that one of its email accounts had been spoofed, i.e., an outside party impersonated the company while sending spam. Consequently, some individuals may have received an email that appeared authentic but contained inappropriate or spam-like content or promoted products or services that we do not sell. We want to assure you […]
AAFCPAs Welcomes New Assistant Director, Career Development & Engagement
Mary-Katharine Hardy Joins AAFCPAs’ Talent Management Department AAFCPAs names Mary-Katharine (Mary-Kate) Hardy as its new Assistant Director, Career Development & Engagement. In this role, she provides advisory support and professional coaching designed to help team members proactively manage their careers. She also is a leader in the company’s Professional Advancement & Development (PAD) program, which […]
Keeping an Eye on the Economy for Nonprofits and Insight from the Banking Crisis
During AAFCPAs’ recent Virtual Nonprofit Seminar, Kevin P. Hodson, CMT, AIF®, Wealth Advisor at AAF Wealth Management, shared insight on the economy and from the recent banking crisis, including the FDIC’s $250K insurance limit, and ways nonprofit organizations can protect their assets going forward. Opening his presentation, Kevin discussed two topics that come up repeatedly […]
Celebrate AAFCPAs/Nichols College MBA Participants
As part of AAFCPAs’ development-focused culture, we’ve partnered with Nichols College to offer a tailored Master of Business Administration (MBA) graduate program to all employees. Please join us in celebrating our participants and in recognizing their dedication and commitment to continuous learning, one of AAFCPAs’ core values. Cohort One participants: Brittany Adriko, Alexandra Belshaw, Kyle […]
The EQ Leader in Industry 4.0: An Introduction to Emotional Intelligence Leadership in the Digital Age
In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs’ Keynote Speaker: Jamelle Lindo, Emotional Intelligence Coach explores emotional intelligence. We are living in the midst of the greatest digital proliferation in history which has come to be known as Industry 4.0. In this keynote presentation, Jamelle explores why emotional intelligence is becoming […]
IRS Strategic Focus Area: Small Exempt Organizations that Sponsor Retirement Plans
As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are properly administered, whether there are any party-in-interest transactions in the plan trust, and whether any participant loans violate Internal Revenue Code (IRC) Section 72(p). In this webcast, recorded April 2023 […]
What’s New at AAFCPAs 2023
AAFCPAs is the premier CPA and consulting firm based in New England and considered an attractive alternative to national CPA firms by discerning clients who appreciate exceptional value. We provide audit, tax, accounting, and advisory solutions to nonprofit organizations, commercial companies, and wealthy individuals/estates. Since 1973, our sincere approach to business and service excellence has […]
Understanding Secure 2.0, and how it Affects Plan Sponsors
SECURE 2.0—so-called because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—is legislation designed to substantially improve retirement savings accounts, including 401(k)s and 403(b)s, in the U.S. There’s a host of provisions in the bill and in this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar. AAFCPAs’ Employee […]
AAF Wealth Management’s Investment Outlook
Secure 2.0 is designed to strengthen the retirement system and Americans’ financial readiness for retirement. However, it’s impossible to ignore our account balances as they swing up and down. AAF Wealth Management helps guide clients through periods of volatility. In this session, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, we provide valuable perspective on […]