About AAFCPAs
Carmen Grinkis featured on The Bay March 2025
Note: This content originally appeared on the March 2025 issues of The Bay Magazine and Providence Monthly. I joined AAF Wealth Management in 2016, and since that time the firm’s assets under management have grown organically over 300%. I attribute this growth to our role as fiduciaries and our holistic, personalized approach in managing clients’ […]
Insights on Leadership and Grooming Future Leaders with AICPA Chair Carla McCall
Accounting Marketing (March 18, 2025)- As the accounting industry continues to grow and develop, understanding the journey and insights of seasoned leaders can provide invaluable guidance for those aspiring to take on leadership roles or groom future leaders. AAM Member JoAnne Starks, Chief Content Officer of AAFCPAs delved into the experiences and wisdom of Carla McCall, CPA, […]
AAFCPAs Participates in Compliance Panel at NECANN Boston 2025
AAFCPAs’ Janice M. O’Reilly, CPA, CGMA and David McManus, CPA, CGMA will join Tony Gallo, Sapphire Risk Advisory Group, and Peter D’Agostino, Tenax Strategies, for an interactive panel discussion at the 2025 New England Cannabis Convention (NECANN) on key compliance issues faced by cannabis establishments. The opening day session will cover compliance and reporting requirements […]
Kevin February 2025 Desk Memo
Clients frequently inquire about the potential impact of administrative changes on their financial plans and investments as well as our strategies for adapting to the current economic landscape. As we move through the year, we remain cautiously optimistic about the markets. Several indicators suggest that we could see positive performance provided certain conditions hold steady. […]
Charles Courtney, AAFCPAs’ 2023 Kindness Award Recipient
Small acts of kindness create ripples of positive change. Celebrate Charles Courtney, AAFCPAs’ 2023 Kindness Award recipient, as he reflects on the power of connection, the impact of genuine care, and the importance of building relationships. Known for his warmth, positivity, and unwavering support for colleagues and clients alike, Charles embodies the spirit of the […]
Laurie Schneider, AAFCPAs’ 2022 Inaugural Kindness Award Recipient
At the heart of every strong community are people who lead with kindness. Laurie Schneider, AAFCPAs’ 2022 Inaugural Kindness Award recipient, shares her heartfelt reflections on what it means to lead with kindness. For Laurie, kindness is more than a single act—it’s a way of life rooted in generosity, thoughtfulness, and a genuine desire to […]
Promotions Celebrated at AAFCPAs
Boston, MA (February 25, 2025)—AAFCPAs, a preeminent 350+ employee CPA and consulting firm based in New England, is pleased to announce recent promotions across key areas of the firm. We continue to invest in the growth of our practice areas and multi-disciplinary expertise to address the evolving needs of our sophisticated client base, and this […]
Shauna Harvey, CPA, Joins AAFCPAs to Lead Learning & Development Initiatives
Boston, MA (February 24, 2025)—AAFCPAs, a preeminent 350+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process, and IT advisory solutions, is pleased to announce that Shauna Harvey, CPA, has joined the firm as Learning and Development Manager. Her unique expertise in accounting, tax, and talent development strengthens the firm’s […]
Tax Planning For Life Sciences Amid Shifting Policies
Life Science Leader (February 11,2025) – In the life sciences sector, maintaining a strategic approach to tax planning has become increasingly complex, especially with ongoing regulatory changes affecting mergers, acquisitions, and how we treat research and development (R&D) expenses. Such tax policy shifts can directly affect corporate structure decisions, overall business strategy, and the ability […]