Andrew Hammond, CFP® will moderate FEI-Boston’s March 2019 Executive Event: What Did We Learn in 10 Years & Where Do We Go From Here?
Andrew Hammond, CFP®, Partner & Wealth Advisor at AAFCPAs Wealth Management, will moderate a seasoned panel of peer investment strategists discussing what we should have learned since the recession of 2008-2009, and how the equity community and government is working to minimize the risk of this happening again. The Dow plunged 54% in 18 months between […]
Where do VGo from here? AAFCPAs’ Innovation Lab in Action
Innovation is often considered the path to growth – both for a company and for individuals. While we agree that new product or service approaches are exciting, we also believe that innovative ideas are critical to improving our culture and the way we work together. We look for breakthroughs that help us excel, whether coming […]
Nonprofit Educational Seminar & Reception | 4.25.19
AAFCPAs’ Annual Nonprofit Educational Seminar is considered by many nonprofit CFOs and Executive Directors to be the premier nonprofit finance educational event of the year!
AAFCPAs Wealth Management Reflects on Q4 2018 Market Volatility, and Provides Guidance on What Investors Should Do
Warren Buffett, one of the world’s most famous investors, is often quoted as saying “be fearful when others are greedy and greedy when others are fearful.” You might say that is easier said than done and we won’t disagree with you. Obviously, there is a great deal of fear right now among investors as a […]
AAFCPAs Wealth Management Welcomes Emily Levine, Investment Operations Specialist
AAFCPAs Wealth Management continues to grow and invest in team capabilities, and we are pleased to announce the addition of Emily Levine as Investment Operations Specialist. Emily has 15+ years’ experience in financial services and joins our growing team of wealth advisors. “In response to our on-going commitment to offer each client a personalized, holistic planning approach, […]
IRS to Waive Tax Penalties for Underwithholding and Underpayment
The Internal Revenue Service (IRS) announced on Wednesday, January 16, 2019 that it is waiving a penalty for some Americans who may have unintentionally underpaid their 2018 tax liabilities. The IRS is generally waiving the penalty for any taxpayer who paid at least 85 percent of their total tax liability during the year through federal […]
SOC Report Approach & Timeline
This report highlights the approach, responsibilities and timeline for a three phase System and Organization Controls, SOC 2 Report. AAFCPAs has provided this resource in an effort to help management of service organizations better understand SOC examinations and how to prepare for a SOC 2 engagement.
FQHCs: 2019 New Medicare Services and G Code Payment Updates
AAFCPAs would like to make Rural Health Clinic (RHC) and Federally Qualified Health Center (FQHC) clients aware that the Centers for Medicare & Medicaid Services (CMS) has issued important reimbursement updates related to virtual communication services, and Medicare G Code rates for 2019. Virtual Communication Services Effective January 1, 2019, RHCs and FQHCs may now […]
AAFCPAs Promotes Four to Partner to Support Firm Growth
Westborough, MA 1/8/2019 – AAFCPAs is excited to announce the promotion of four additional Partners to our growing team: Andrew Hammond, CFP®, Carmen Grinkis, PhD, CLTC, CFP®, Matthew McGinnis, CPA, and Davide Villani, CPA, CGMA are fully engrossed in the industries we serve, and work closely together to best serve our diverse client base with the distinction of excellence. Carmen […]