Building an Innovation Mindset for Automation Success
Organizations often approach automation as a technology upgrade—an efficiency project, a cost-saver, a way to modernize operations. But even the best-designed systems can falter without a culture that is ready to change. Resistance does not always sound like “no.” It may take the form of quiet hesitation, skepticism, or the reversion to old habits once […]
How Early Planning Maximizes the Value of a Business Sale
Financial outcomes from a business sale reflect the planning and decisions made long before the deal closes. Thoughtful preparation allows you to structure the transaction and manage proceeds deliberately. Starting early—think years ahead—creates space to protect what you’ve built, optimize your tax strategy, and plan the next chapter. A measured approach ensures that funds are […]
LGBTQI CFO Network Conference to Feature Insights from AAFCPAs
AAFCPAs is pleased to participate in the LGBTQI CFO Network Annual Conference in Washington, D.C., December 3–5, 2025. Partners Courtney McFarland and Lauren Duplin will lead a session, Navigating Financial Leadership in a Changing Landscape, focused on the financial challenges nonprofit CFOs face in today’s funding environment. The session will cover strategic planning and budgeting, […]
Understanding Asset Sales in Private Company Deals
Article Highlights When a company changes hands, the deal can be structured in several ways. In some cases, the entire business transfers via a stock sale. In others, the buyer selects specific assets and liabilities, leaving the rest behind. Valuation of the deal includes intangible assets not necessarily on the balance sheet, such as customer […]
Massachusetts Sets $500K Threshold for Corporate Nexus
Massachusetts has drawn a sharper line around which corporations and business entities fall under the state’s corporate excise tax. With the finalization of Regulation 830 CMR 63.39.1, the Department of Revenue set a clear economic and virtual nexus threshold of $500,000. Corporations generating sales above this amount from Massachusetts sources may now be subject to […]
High Earners Age 50+ Face New 401(k) Tax Rule
Starting in 2026, high earners age 50 and older will face a change in how they can save for retirement. Under the SECURE 2.0 Act, participants in 401(k) and similar workplace retirement plans above the standard limit will no longer be eligible for the traditional pre-tax catch-up contributions. Instead, these contributions will be treated as […]
Sales Tax Compliance for Ecommerce Sellers Discussed on Connex eCommerce Podcast with Kelly Zack
Kelly Zack, MST, Partner in AAFCPAs’ State & Local Tax practice, joined the Connex eCommerce Podcast for a discussion on how online sellers may navigate sales tax compliance with confidence. Hosted by Joe Anderson, the episode explored common misconceptions about nexus and marketplace rules, as well as practical ways ecommerce businesses may simplify reporting and […]
AAFCPAs Expands Risk Advisory Leadership with Appointment of Lisa Whittemore as Partner
AAFCPAs, a U.S. top 100 CPA and advisory firm, is pleased to announce the appointment of Lisa Whittemore, CFE, CRMA, as Partner, Risk Advisory. Lisa brings extensive experience in governance, risk and compliance for public and private companies across a wide range of industries. She has more than two decades of experience as a global […]
Balancing ERP and Niche Solutions: Choosing the Right Path for Growth
The system(s) that once helped bring order to your operations may now be slowing things down. As organizations grow, shift focus, or respond to new demands, software that once felt like a perfect fit can start to feel restrictive. Finance teams rely on more workarounds. Spreadsheets multiply. Reports take longer to produce and answer fewer […]