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AAFCPAs Wealth Management Changes Name to AAF Wealth Management
(June 21, 2021) – AAFCPAs Wealth Management today announces the adoption of AAF Wealth Management as its global brand name. The change better reflects the company’s multi-disciplinary talent, which includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Accredited Investment Fiduciaries (AIF®), professionals Certified in Long-Term Care (CLTC®) planning, and licensed insurance advisors. AAF Wealth Management remains a proud affiliate […]
HRSA Operational Site Visit (OSV) Changes
AAFCPAs would like to make our Federally Qualified Health Center (FQHC) clients aware of recent updates issued by the Health Resource and Services Administration (HRSA) related to the Health Center Operational Site Visit Protocol. HRSA summarized the updates in two categories: Substantial Updates & General Updates. Substantial Updates The two most significant substantial updates include […]
HRSA Updates Reporting Requirements for Provider Relief Funds
On June 11, 2021, the Health Resources and Services Administration (HRSA) issued a Post-Payment Notice of Reporting Requirements (the Notice) relating to General and Targeted Distributions made under the Provider Relief Fund (PRF). The Notice supersedes the reporting requirements released on January 15, 2021 and is applicable to past and future PRF General and Targeted […]
How and When to Make Quarterly Estimated Tax Payments, Pay Online
As a reminder, the U.S. tax system operates on a pay-as-you-go basis. For estimated tax purposes, a year has four payment periods. Taxpayers must make a payment each quarter. For most people, the due date for the first quarterly payment is April 15. The following payments are due June 15 and Sept. 15, with the […]
AAFCPAs Promotes Directors in Tax & Outsourced Accounting
AAFCPAs (Boston, Wellesley, Waltham, & Westborough) is pleased to announce the following Director promotions in recognition of their earned expertise supporting clients’ Business & Income Tax and Outsourced Accounting needs. Stacie A. Field, CPA, MBA has been promoted to Director, Tax. She creates strategic tax plans for closely held businesses and their owners in a […]
AAFCPAs to Present Workshop on Anticipating Fraud for Charter Schools
Leaders in AAFCPAs’ Education Practice, John Buckley, CPA, CGMA, and Nichole Reilly, CPA, will present an educational webinar: Is Fraud Preventable? Safeguard Your Charter Public School’s Fiscal Operations in collaboration with the Massachusetts Charter Public School Association (MCPSA) on June 3rd, 2021. This session is open to board members, school leaders, and CFO/COOs. Recent events […]
AAFCPAs Announces Promotions to Support Continued Growth
AAFCPAs (Boston, Wellesley, Waltham, & Westborough) is pleased to announce the following promotions: Amy Quinn has been promoted to Talent Manager, Acquisition and Engagement. Amy is responsible for identifying and engaging experienced and entry-level CPA and consulting professionals who put in extra effort in everything they pursue. Amy is instrumental in ensuring that AAFCPAs remains […]
AAFCPAs’ Matthew Boyle to Address CFOs in Transition at FEI-Boston
The Boston chapter of Financial Executives International (FEI-Boston) is presenting a webinar called ‘Linkedin – What Has Changed During the Pandemic’ for CFOs in transition on Tuesday, June 8th, 2021 led by AAFCPAs Partner & Chief Marketing Officer Matthew Boyle, MBA. “The best time to build a network is before you need it,” says Matthew. He will […]
High-Profile Charter School Fraud: Lessons Learned
As you may now be aware, the Charter School community was shocked by recent news that Democracy Prep founder Seth Andrew was charged with stealing school funds. Andrew is a key figure in the rise of charter schools in New York and he went on to work as an education adviser to the Obama administration. […]