AAFCPAs’ Human & Social Services Practice to Present Educational Workshops at Providers’ Council Annual Conference: Transitioning to Data Driven Patient Care, and Strategic Budgeting
AAFCPAs will happily present educational workshops on two important topics at the Providers’ Council 42nd Annual Convention & Expo in Boston, MA on September 25th. Preparing Health Providers for Financial Success in the Transition to Data Driven Patient Care As health providers move to data driven patient care and new value-based reimbursement models, payers are […]
The Massive Retiree Wave Demands Manufacturers Embrace Planning
Industry Week | AAFCPAs’ partner Jack Finning offers guidance for company owners preparing for a sale or transfer of leadership. “They must be able to clearly and effectively communicate with the next generation about how to best steer the organization through these choppy waters.”
AAFCPAs Awards $2,500 Scholarship to Babson Student
The 2017 AAFCPAs’ funded scholarship of $2,500, awarded through the Massachusetts Society of CPAs’ (MSCPA) Educational Foundation and MSCPA Scholarship Program, is granted to My-Linh H. DeBonis, an exceptional Bachelor of Science candidate from Babson College, School of Business. The announcement was made recently during an event honoring educators, CPA exam passers, and scholarship winners […]
AAFCPAs announces client recipient of our drawing to attend the CFO of the Year luncheon!
AAFCPAs is a proud SPONSOR for the 9th Annual BBJ CFO of the Year Awards, and this client is joining as our guest for this prestigious event. We thank everyone who entered to win. Congratulations to AAFCPAs’ client: Liz Chaves, VP of Finance and Administration at Rosie’s Place. Liz is the winner of our random drawing […]
Personal Financial Planning Considerations for Executives
Listen to Podcast Click here to listen to podcast or use the above media player. Most investors are terrified of market volatility, and those retirees that experience it in the first few years of retirement could face retirement spending shortfalls. This podcast will outline one strategy to manage the dangers of sequence of return risk […]
How Tax Law Changes May Impact Charitable Giving
Listen to Podcast Click here to listen to podcast or use the above media player. You may have noticed an influx of donors paying off their pledges at the end of December 2016. AAFCPAs looks at the blueprint for tax reform put forth by Republican House Ways and Means Committee members, the deliberations of the […]
Best Practices in Managing Your Nonprofit Operating Budget
Accurate budgeting is critically important to the success of any business, and especially important for nonprofit organizations that may have stretched resources, fluctuating funding, and/or heavy reliance on specific funders. The operating budget is a key tool in effectively and efficiently achieving the organization’s stated purpose, and should align with your organization’s strategic plan. A […]
Massachusetts Delays Plan to Tax Online Sales
The Massachusetts Department of Revenue today announced it has revoked its directive to collect sales taxes from out-of-state online retailers starting July 1. Earlier this spring, the Massachusetts Department of Revenue issued a directive aimed at requiring certain out of state vendors to collect sales tax on online sales to Massachusetts customers. The Department’s position […]
AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Andrew Hammond, CFP®
AAFCPAs Wealth Management, an affiliate company of AAFCPAs, continues to grow and is pleased to announce the addition of Andrew Hammond, CFP® as a Wealth Advisor and Director of Wealth Management. Andrew joins our growing team of advisors after 17 years in financial services at Fidelity Investments. Andrew sought-out AAFCPAs Wealth Management in response to […]