Estate Planning Pro Tip for Married Couples: Don’t Overlook Portability
In this article: Estate planning ensures that wealth transfers happen efficiently with minimal tax exposure. One of the most powerful tools in the estate planning toolkit for married couples is portability, which allows a surviving spouse to inherit any unused federal estate tax exemption from their deceased partner. It is a concept that can significantly […]
Fresh Talent, Same Trusted Expertise at AAFCPAs
Boston, MA (June 5, 2025)—AAFCPAs, a U.S. Top 100 CPA and consulting firm with a work from anywhere model, is pleased to announce the expansion of its team to support the continuing growth and diverse needs of our sophisticated clients. As part of this, the firm welcomes Lucy LeBlond as Campus and Talent Management Specialist, […]
Carla McCall Reflects on AICPA Chair Term with Message to the Profession
As her term concludes as 2024–25 Chair of the American Institute of CPAs and co-chair of the Association of International Certified Professional Accountants, Carla McCall, CPA, CGMA, AAFCPAs’ Managing Partner, offers a message centered on leadership, transformation, and human connection. McCall, the 111th chair and only the seventh woman to serve in the role, uses […]
Seminar Recap: Embracing Continuous Close for Real-Time Financial Insights
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Joyce Ripianzi, CPA, Amy Staunton, CPA, and Lauren M. Duplin, CPA of AAFCPAs’ Outsourced Accounting & Fractional CFO practice presented to more than 550 attendees practical guidance on how nonprofit finance teams may adopt a continuous close model to improve accuracy, timeliness, and efficiency. Many nonprofits are already […]
Seminar Recap: Strategic Software Add-Ons to Streamline Operations
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Robyn Leet and Stuart Karas of AAFCPAs’ Business Process & IT Consulting practice presented strategic considerations for nonprofit finance leaders looking to improve efficiency, automate painful manual operations, reduce duplication, and make better use of their existing software tools. Nonprofits often rely on a patchwork of systems—some modern, […]
You Can Automate That!
You Can Automate That! | Webinar On-Demand In 2009, Apple said, “There’s an app for that.” In 2025, the mantra is, “You can automate that!” Find out how Robotic Process Automation (RPA) and Artificial Intelligence (AI) can eliminate repetitive tasks, accelerate digital transformation, and streamline workflows in the finance function. Learn practical strategies that help […]
What’s New at AAFCPAs 2025
What’s New at AAFCPAs 2025 | Webinar On-Demand AAFCPAs’ Partner Matthew Boyle enthusiastically shared recent highlights of the firm’s success that are most pertinent to you, our coveted nonprofit audience. This is one of our most anticipated sessions annually! Come for pure enjoyment and leave satisfied with an appreciation of our ongoing efforts to bring […]
AAF Wealth Management 2025 Market Insights
AAF Wealth Management Market Insights | Webinar On-Demand In an ongoing commitment to keep clients abreast on a range of issues that might affect your business and personal financial health, AAF Wealth Management’s Wealth Advisor and Director of Investments Kevin Hodson, shared what has driven performance of late along with thoughts on variables that could […]
AI Chatbots and Deepfake Awareness: Navigating Risks and Training Your Team
AI Chatbots and Deepfake Awareness: Navigating Risks and Training Your Team | Webinar On-Demand Explore the role of AI chatbots in the workplace including their benefits, risks, and limitations. Better identify and understand deepfakes and learn effective strategies to train staff on navigating these technologies responsibly and securely. For guidance tailored to your organization, Business Process […]