AUP vs. QofE Reports in Business Acquisitions
Could Agreed-Upon Procedures (AUPs) serve the purpose of a Quality of Earnings (QofE) report for certain business acquisitions? Buyers engaging in or evaluating potential transactions, mergers, or acquisitions (M&A) need to assess the true value of a business’s assets, liabilities, and intellectual property. Proper due diligence can be used to pinpoint synergies among entities, offer […]
Firms find it’s cool to be kind
Journal of Accountancy (March 2024) – A boss throws a tantrum to rival a 2-year-old. Co-workers snap after too many long days of work during busy season. Clients bite your head off when you ask for a crucial document they didn’t upload to your portal. You’ve heard about firms like this and may have even […]
How to Use This Year’s Market Tumble to Reduce Your Tax Bill
Barron’s Magazine (November 13th, 2022) – This year’s market mayhem could shave your tax bill for years to come. AAFCPAs’ Partner & Tax Attorney Joshua England, LLM, Esq. was interviewed by Barron’s magazine on tax strategies in a down market. (This is subscriber-only content.)
AAF Wealth Management’s Q3 2022 Market Perspective
A PROLOGUE TO THE STORY… As we sat down to pen this latest quarterly newsletter, we couldn’t help but think of the opening scene of the movie The Big Short (2015). “IT AIN’T WHAT YOU DON’T KNOW THAT GETS YOU INTO TROUBLE. IT’S WHAT YOU KNOW FOR SURE THAT JUST AIN’T SO.” – MARK TWAIN The […]
Human & Social Services Pod End of Summer Get Together
Team members in AAFCPAs’ Human & Social Services Pod enjoyed an end of summer 2022 get together, hosted by partners Jeffrey Cicolini, Tom Muldoon, and Katie Belanger.
What Do You Need To Do Your Best Work?
To do your best work, you first must be able to witness and evaluate your thoughts, rhythms and emotions. Self-reflection is important to understanding how you do your best work. I use the term best work, but what I really mean is engaged, happy and productive. Reflective questions to ask yourself include…
2021 Impact Report
AAFCPAs is pleased to introduce and share our second annual Impact Report, which outlines the firm’s 2021 actions and 2022 goals as it relates to AAFCPAs’ Social Purpose: We believe business is the conduit for social change! We want to improve the world. We aspire to do so with our actions, which speak louder than words. […]
What I Learned: Moving AAFCPAs to a Work from Anywhere Model
LinkedIn Pulse (March 9, 2022) – What I Learned: Moving AAFCPAs to a Work from Anywhere Model “Where there are challenges, there are opportunities to learn. We announced our #workfromanywhere model last year with clear guidelines to help shift our mindset,” said Carla McCall, AAFCPAs’ Managing Partner. “It takes work, but it can work. We […]
Cannabis Watch: Visa cracks down on cashless ATMs
AAFCPAs would like to make cannabis clients aware of an emerging issue with the use of cashless ATMs. Visa Inc. issued a memo in December 2021 to customers, and reported in Marijuana Moment, warning that “miscoding point-of-sale transactions through the use of so-called cashless ATMs—a practice used by some cannabis retailers as a workaround to […]