Press
AAFCPAs Hosts 9th Annual Nonprofit Educational Seminar & Reception
Westborough, Mass. (April 24, 2017) – AAFCPAs, a best-in-class public accounting firm known for assurance, tax and advisory solutions, announced its 9th annual Nonprofit Educational Seminar & Reception. The invite-only event will be held May 3rd at the Newton Marriott, and will host the firm’s clients, friends and colleagues for a day of education and […]
AAFCPAs Wealth Management Invests in Team and Processes in 2016
AAFCPAs Wealth Management is pleased to share the investments we have made in our team and processes in 2016, designed to enhance your client experience: Carmen Grinkis, PhD, CLTC, CFP® has joined our team as a Senior Wealth Advisor and Director of Wealth Management. Carmen is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), […]
Plan ahead to manage busy season
Worcester Business Journal | Carla McCall, CPA, CGMA writes about managing AAFCPAs’ multiple deadlines during the busy season. The Co-Managing Partner shares three key areas to focus on to be sure the team stays on task and energized.
10 Things I know about … Managing multiple locations
Worcester Business Journal | Carla McCall, CPA, CGMA writes about managing AAFCPAs’ multiple offices, and employees in the field. The Co-Managing Partner shares tips such as how technology and space matters, and the importance of communication protocols.
How personal happiness can lead to professional success
Worcester Business Journal | Carla McCall, CPA, CGMA writes about how personal happiness is an important part of our professional success. Incorporating passion into your work means that every day matters, and the value of your day-to-day efforts impact your life, career and company.
AAFCPAs Adds Expertise to Support Growth in Commercial Tax by Welcoming a New Tax Advisor
AAFCPAs is pleased to announce the addition of tax advisor Jennifer Brezniak, CPA, MBA to support the firm’s growth in the Commercial Tax practice. Jennifer brings over 16 years’ experience providing compliance and tax planning solutions for high-net-worth individuals & their families, and commercial business C Corps, S Corps, partnerships & their owners. Jennifer specializes in advising […]
Five healthcare policies to expect under President Trump
As Donald Trump was sworn in as the 45th U.S. president, AAFCPAs’ Matt Hutt and other health policy experts share with Managed Healthcare Executive what’s next for healthcare.
AAFCPAs Wealth Management Continues to Grow and Welcomes Jonathan Bloom
AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Jonathan Bloom, CFP® as a Wealth Advisor. Jonathan is a seasoned professional providing comprehensive financial planning solutions for individuals, families, business owners, benefit plan sponsors, nonprofits & foundations. Jonathan is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and […]
Questions before making a charitable donation
It’s very gratifying to make donations to a worthy charity and know you are making a difference in the world. But whenever you make a gift, you also want to be sure that your money will be used wisely. AAFCPAs’ Carla McCall recommends asking these questions before you give.