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AAFCPAs’ Rich Weiner Presented on M&A Deal Strategy: Pre-Transaction Planning to Post-Closing Integration – MCLE Webcast May 8, 2025

AAFCPAs’ Rich Weiner Presented on M&A Deal Strategy: Pre-Transaction Planning to Post-Closing Integration – MCLE Webcast May 8, 2025

AAFCPAs’ Richard Weiner, CPA, MST, CM&AA, Tax Partner spoke at a live webcast—Counseling Clients Through an M&A Deal: Pre-transaction considerations to post-transaction integration—hosted by MCLE New England. During this program, Rich offered guidance for legal counsel and all other members of a deal team, such as M&A attorneys, brokers/investment bankers, estate planners, and financial advisors, […]

Reframing AI and the Evolution of the CPA’s Role

Reframing AI and the Evolution of the CPA’s Role

Colorado Society of CPAs- Artificial intelligence (AI) has garnered significant attention in the accounting profession in recent years. To better understand its potential impact, it is useful to reflect on lessonsfrom past technical advancements in the field. With this foundation, we can shift ourfocus to how AI can reshape current practices and the practical steps […]

Flood Shared Leadership Insights at San Diego Firm Growth Forum – May 21, 2025

Flood Shared Leadership Insights at San Diego Firm Growth Forum – May 21, 2025

AAFCPAs’ Destiny J. Flood, CPA, Commercial Partner, Outsourced Accounting & Fractional CFO joined a panel discussion on the evolving role of CPA firm partners at Accounting Today’s Firm Growth Forum. This session, Next-Gen Perspectives: Insights from Newly Minted Partners, highlighted the journeys of new partners, their motivations for leadership, and how they are shaping the […]

How to Make Inventory Decisions That Drive Profit

How to Make Inventory Decisions That Drive Profit

Challenges to Profitability in the Cannabis Industry Profitability in the cannabis industry is challenging due to a combination of regulatory hurdles, banking restrictions, high tax rates, intense market competition, and cash flow management issues. The complex regulatory environment increases compliance costs, while federal laws limit access to traditional banking resources. Additionally, IRS Code Section 280E […]

Pursuit of happiness: AICPA Chair Carla McCall emphasizes people, positivity

Pursuit of happiness: AICPA Chair Carla McCall emphasizes people, positivity

Journal of Accountancy (April 16, 2025)- A chair, by definition, is stationary. A chair, when occupied by Carla McCall, CPA, CGMA, is anything but. “Some chair roles are like, ‘Oh, you’re the chair, but you don’t really do much,’” McCall said. “This chair position is immersed in the profession.” McCall’s tenure as AICPA chair has […]

Pickleheads, the Wheel of Life, and Personal Growth
From the Desk of Carmen Grinkis 7.8.24

Pickleheads, the Wheel of Life, and Personal Growth

As a wealth advisor and a former clinical psychologist, I’ve always believed that true financial well-being is about more than just dollars and cents. It’s about creating a life that feels balanced, meaningful, and fulfilling in all areas. One of my favorite tools to support this mindset is the Wheel of Life—a simple yet powerful […]

Wait to the last minute on your tax return? Here are some tips.

Wait to the last minute on your tax return? Here are some tips.

NBC Boston (April 2,2025)- Tax day is almost here. This year, all federal and state returns must be filed by the April 15 deadline. If you’re dreading doing your taxes, you’re not alone. Nearly a third of Americans admit to procrastinating and waiting until the last minute to file their paperwork. Tomas Pueyo, a tax manager […]

From the Desk of Andy Hammond – April 2025

From the Desk of Andy Hammond – April 2025

I hope this message finds you well. With recent headlines and market volatility, I understand that you may be feeling a sense of unease. Please know you’re not alone and that we are here for you. At AAF Wealth Management, we remain focused on what matters most: your long-term financial wellbeing. We regularly run Monte […]

Flood Nominated for CPA Experienced Leader, 2025 CalCPA Women to Watch Awards

Flood Nominated for CPA Experienced Leader, 2025 CalCPA Women to Watch Awards

AAFCPAs is pleased to announce that Destiny J. Flood, CPA, Commercial Partner, Outsourced Accounting & Fractional CFO has been nominated for CPA Experienced Leader at the 2025 CalCPA Women to Watch Awards presented at the 2025 Elevate: Women’s Leadership Forum. This recognition highlights her exceptional leadership, dedication to the profession, and contributions to the success […]