Webinar: Cannabis ESOPs – The Industry Game Changer
While the cannabis industry is growing rapidly, cannabis business owners still face trade-specific challenges—from regulations to banking restrictions and from capital acquisition to mounting competition. These pressures have led many businesses to explore Employee Stock Ownership Plans (ESOPs) to enhance employee loyalty, reduce their tax obligation, raise capital, plan for eventual succession, and prioritize a […]
AAFCPAs’ Tomás Pueyo Provides NBC Boston Viewers with Tax Insight
NBC Boston (January 30th, 2024) – In an interview for NBC Boston, Tomás A. Pueyo, Jr., CPA, MSA provided insight on how taxpayers can make the most of their returns. Things like charitable donations, home improvements or rent can all mean deductions or credits on your taxes. Tomas is a member of AAFCPAs Commercial Tax […]
IRS Sends Erroneous Late Filing Notices
AAFCPAs would like to make clients aware that 2022 Form 8955-SSA late filing notices were sent erroneously due to an IRS programming error. Specifically, IRS notices were sent stating Form 8955-SSA were either incomplete or not received on time when in fact they were filed prior to the due date of July 31, 2023. The […]
Asset Protection Strategies for High-Net-Worth Individuals
Asset protection strategies can form a legal and financial separation between professional and personal assets. This can limit your personal liability should a legal or creditor claim be made against your business, rental property, or professional practice. Asset protection strategies can also be designed to safeguard assets during a divorce and can notably enhance your […]
Enter AAFCPAs’ Drawing to Attend the BBJ’s 2023 CFO of the Year Awards
AAFCPAs is pleased to be a return sponsor of the Boston Business Journal (BBJ’s) 15th annual CFO of the Year Awards. This award recognizes Massachusetts CFOs whose work and commitment has helped their companies and organizations and in turn our economy survive and thrive—particularly in these challenging times. BBJ’s 2023 CFO of the Year Awards […]
The EQ Leader in Industry 4.0: An Introduction to Emotional Intelligence Leadership in the Digital Age
In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs’ Keynote Speaker: Jamelle Lindo, Emotional Intelligence Coach explores emotional intelligence. We are living in the midst of the greatest digital proliferation in history which has come to be known as Industry 4.0. In this keynote presentation, Jamelle explores why emotional intelligence is becoming […]
IRS Strategic Focus Area: Small Exempt Organizations that Sponsor Retirement Plans
As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are properly administered, whether there are any party-in-interest transactions in the plan trust, and whether any participant loans violate Internal Revenue Code (IRC) Section 72(p). In this webcast, recorded April 2023 […]
What’s New at AAFCPAs 2023
AAFCPAs is the premier CPA and consulting firm based in New England and considered an attractive alternative to national CPA firms by discerning clients who appreciate exceptional value. We provide audit, tax, accounting, and advisory solutions to nonprofit organizations, commercial companies, and wealthy individuals/estates. Since 1973, our sincere approach to business and service excellence has […]
Understanding Secure 2.0, and how it Affects Plan Sponsors
SECURE 2.0—so-called because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—is legislation designed to substantially improve retirement savings accounts, including 401(k)s and 403(b)s, in the U.S. There’s a host of provisions in the bill and in this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar. AAFCPAs’ Employee […]