Secretary Marylou Sudders Announced as Keynote Speaker for AAFCPAs Nonprofit Seminar
AAFCPAs is excited to announce the Executive Office of Health & Human Services (EOHHS) Secretary Marylou Sudders will serve as Keynote Speaker for our 10th Annual Nonprofit Educational Seminar & Reception, Thursday, April 26th at the Newton Marriott! Marylou Sudders leads the largest executive agency in state government, overseeing a $22 billion state budget, twelve […]
AAFCPAs Wealth Management Presents Session on the Evolution of Risk Management within Financial Planning
AAFCPAs Wealth Management’s Carmen Grinkis, PhD, CLTC, CFP® will present an insightful session on the evolution of risk management within financial planning for the benefit of peer wealth advisors at the Pinnacle 2018 Winter Summit, March 6-8, 2018 in St. Augustine, FL. In this session, Carmen will reflect on the meaningful evolution of her career […]
IRS Proposes Substantial Changes to the Use of Donor Advised Funds
On December 4, 2017 the IRS issued Notice 2017-73 providing proposed regulations under Internal Revenue Code § 4967 and requesting comments on issues involving sponsoring organizations’ Donor Advised Funds (“DAFs”). While these regulations are only being proposed at this time, Taxpayers may rely on the rules regarding fulfillment of donor pledges immediately. Public Support Test […]
AAFCPAs to Present Educational Workshop for Aspiring Board Members on Fiduciary Responsibility & How to Read Nonprofit Financial Statements
AAFCPAs’ Partners Thomas Muldoon, CPA, CGMA and Matthew Troiano, CPA will present an educational workshop on Fiduciary Responsibility of the Board & How to Read Nonprofit Financial Statements to current and aspiring board members and nonprofit leaders serving the MetroWest Boston community. This workshop, scheduled for Friday, March 9th, is organized by the Foundation for […]
New Care Management Services Billing Guidelines for Behavioral Health Providers
AAFCPAs would like to make behavioral health provider clients aware that, effective January 1, 2018, there are new billing guidelines for care management services. Billing changes for care management affect the following services: Cognitive-assessment services Psychiatric collaborative care model (CoCM) General behavioral health integration (BHI) Note: These changes do NOT affect Federal Qualified Health Centers […]
AAFCPAs Presents: How the Tax Act Will Impact Business Owners, an Educational Workshop for XPX New England
AAFCPAs’ Partner Richard Weiner, CPA, MST will present an educational workshop on February 27th for Exit Planning Exchange (XPX New England) members on how the Tax Cuts and Jobs Act (H.R. 1) will impact business owners. The biggest tax overhaul in more than two decades has officially been signed into law, and businesses are scrambling […]
AAFCPAs to Present Three Educational Sessions at National Business Officers Association (NBOA) Conference for Independent Schools
AAFCPAs has been selected again to present educational workshops on three important topics at the National Business Officers Association’s (NBOA) 2018 Annual Meeting in Nashville, TN on March 4 – 7. This is a must-attend conference for business officers and other independent school leaders, providing exceptional professional development programming and networking opportunities for over 1,000 independent […]
AAFCPAs Wealth Management Update: Market Volatility
AAFCPAs Wealth Management understands that the recent market performance may be unsettling to some, given this is the worst volatility we have seen in over 8 years. The current drop in the major market indexes has left many investors concerned about whether or not they should be making changes, and wondering if this may be […]
AAFCPAs Morrison, Bloom to Serve on Board at The Whole Child, Inc.
AAFCPAs is excited to announce that Amy Morrison, CPA, Manager, AAFCPAs and Jonathan Bloom, CFP®, Wealth Advisor, AAFCPAs Wealth Management have been appointed and agree to serve on the Board of Directors and Finance Committee at The Whole Child, Inc., an organization dedicated to empowering the youth of our community with the broad skills needed […]