AAFCPAs Logo - Great Minds Great Hearts

About AAFCPAs

All Topics

Ryan Wolff Takes National Stage to Present on AI and Audit Innovation at DCPA 2025
Ryan Wolff Takes National Stage to Present on AI and Audit Innovation at DCPA 2025

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
Deal Diagnosis AM&AA Advisor Panel

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
Tax Strategies for Cannabis Operators Webinar 2025

Tax Strategies for Cannabis Operators Webinar 2025

2025 Tax Planning for Cannabis Operators Webinar 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: Webinar OnDemand

Individual/Family Tax and Wealth Preservation Webinar 2025: Watch our Webinar OnDemand
Individual tax webinar 2025

Individual/Family Tax and Wealth Preservation Webinar 2025: Watch our Webinar OnDemand

2025 Individual and Family Tax and Wealth Preservation Webinar 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: Webinar OnDemand

Business Tax Strategies 2025: Watch our Webinar OnDemand
Business tax webinar 2025

Business Tax Strategies 2025: Watch our Webinar OnDemand

2025 Business Tax Planning Webinar 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: Webinar OnDemand

Embracing the Do-Over—A Journey in Wealth, Wellness, and Second Chances
From The Desk Of Carmen 8.12.25

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
SALT Partner Kelly Zack Strengthens Community Leadership Through Board Service

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 […]

Year-End Tax Webinars: Optimize Your 2025-2026 Tax Strategy  

Year-End Tax Webinars: Optimize Your 2025-2026 Tax Strategy  

AAFCPAs’ highly anticipated annual tax webinars are available OnDemand! As always, we’re committed to bringing you the latest tax considerations and guidance including implications of the One Big Beautiful Bill Act, signed into law earlier this year, keeping you ahead of what matters most for your business and personal financial operations. We held three dynamic […]

Kaite Valliere Recognized with MassCPAs 2025 Women to Watch Award
Kaite Valliere Recognized with MassCPAs 2025 Women to Watch Award

Kaite Valliere Recognized with MassCPAs 2025 Women to Watch Award

AAFCPAs is pleased to share that Kaite Valliere, CPA, MSA has been selected as a recipient of the Massachusetts Society of CPAs’ 2025 Women to Watch Award in the Emerging Leader category. The award recognizes professionals with two to eight years of experience who demonstrate exceptional commitment to the profession and their community. It highlights […]