About AAFCPAs
You’re Invited: 2025 Plan Sponsor Fiduciary Summit
Join us at the 2025 Plan Sponsor Fiduciary Summit, co-hosted by AAFCPAs, Strategic Retirement Partners, Starkweather & Shepley, and Parker Brown Macaulay & Sheerin. We’re excited to feature Shawn Huxley, AAFCPAs partner and leader in retirement plan audits and fiduciary advisory. This exclusive event brings together experienced professionals to share guidance on key fiduciary topics. Take […]
Providers’ Council Invites AAFCPAs and Incompass to Share ERP Insights
Struggling to streamline your operations? Discover proven strategies to cut inefficiencies and boost visibility in this exclusive, free webinar for executive, finance, and operations leaders—hosted by AAFCPAs and the Providers’ Council. Hear How Incompass Unlocked Efficiencies Many human services providers face process delays, compliance risks, and complex reporting challenges due to disconnected billing, EMR, and […]
Ryan Wolff Takes National Stage to Present on AI and Audit Innovation at DCPA 2025
AAFCPAs’ Ryan K. Wolff, MBA, Senior AI and Strategic Innovation Consultant, will present at Digital CPA (DCPA) 2025, hosted December 7–10 at the Gaylord National Resort and Convention Center in National Harbor, Washington, D.C. Ryan will co-present alongside Danielle Supkis Cheek, CPA, CFE, CVA, Senior Vice President of AI, Analytics & Assurance at Caseware International. […]
AAFCPAs Tax Partners Featured in Dealmaking Panel Discussion
AAFCPAs is proud to speak at the upcoming AM&AA New England Chapter networking event. Tax Partners Julie Sauriol, CPA and Richard Weiner, CPA, MST, CM&AA will join fellow panelist Sarah Grossman, CBI of BayState Business Brokers, for a discussion on collaboration in mergers and acquisitions. This program will provide insight into how advisors from different […]
Tax Strategies for Cannabis Operators Webinar 2025
Navigate complex tax rules and maximize efficiency with insights from AAFCPAs’ 2025 Tax Planning for Cannabis Operators webinar. Learn strategies to address 280E compliance, optimize operations, and implement tax-efficient plans for your business. In this session, you will learn: Save The Date What: 2025 Tax Planning for Cannabis Operators Webinar When: October 28, 2025, 12:00 […]
Individual/Family Tax and Wealth Preservation Webinar 2025
Protect and grow personal wealth with strategies from AAFCPAs’ 2025 Individual and Family Tax and Wealth Preservation webinar. Gain insights on preserving assets, managing evolving tax rules, and preparing for changes in estate and retirement planning. In this session, you will learn: Save The Date What: 2025 Individual and Family Tax and Wealth Preservation Webinar […]
Business Tax Strategies Webinar 2025
Position your business for year-end success with insights from AAFCPAs’ 2025 Business Tax Strategies webinar. Learn strategies to optimize your tax position, stay ahead of regulatory changes, and ensure your financial records are accurate and compliant. In this session, you will learn: Save The Date What: 2025 Business Tax Planning Webinar When: October 22, 2025, […]
Embracing the Do-Over—A Journey in Wealth, Wellness, and Second Chances
There’s a phrase I’ve come to love: “the great redo”. It’s the idea that life, much like financial planning, sometimes gives us a second chance to get things right—or at least to do them better. I recently lived this lesson firsthand, and I want to share how it shaped my approach to both personal growth […]
SALT Partner Kelly Zack Strengthens Community Leadership Through Board Service
AAFCPAs’ Partner Kelly Zack, MST recently joined the board of Victory Programs, Inc. (VPI), a Boston-based nonprofit dedicated to providing hope, recovery, and community for individuals and families facing homelessness, addiction, or chronic health conditions. VPI envisions communities that are safe, healthy, and inclusive, offering programs that address housing, wellness, and supportive services to help […]