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Carla McCall Shares How AAFCPAs Put Innovation to Work

AAFCPAs’ Co-Managing Partner Carla McCall, CPA, CGMA presented a best practices session titled: Putting Innovation to Work: Moving from Ideas to Action at Upstream Academy’s Best Practices 2019 annual conference for CPA firm leadership teams. The desire to improve is one of the hallmarks of a high-performance firm. It is difficult to move from desire to action, and from great ideas to great execution. In her presentation, Carla shared how... continue reading

AAFCPAs Shares Tax Expertise at MNN Annual Conference

AAFCPAs will happily present an educational workshop on How New Federal Tax Laws Impact Nonprofits at The Massachusetts Nonprofit Network’s (MNN) 2019 Annual Conference in Framingham, MA on October 16th. Tax Update: How New Federal Tax Laws Impact Nonprofits The IRS issued new guidance related to the Federal Tax Cuts & Jobs Act’s (TCJA) widespread changes affecting charitable nonprofits. AAFCPAs’ Partner Joyce Ripianzi, CPA and Tax Strategist Brittany Besler, CPA,... continue reading

AAFCPAs Shares Expertise at Providers’ Council Annual Conference

AAFCPAs will happily present educational workshops on two important topics at the Providers’ Council 44nd Annual Convention & Expo in Boston, MA on October 7th. Anticipate the Fraudster Auditors identify weaknesses in internal control procedures and make recommendations to management for enhanced controls to mitigate the opportunity for fraud. However, combatting fraud requires more than just an understanding of internal controls. To effectively safeguard your organization, your management and board... continue reading

AAFCPAs’ Dave Kelleher to Present Educational Session for Nonprofits and Board Members

AAFCPAs Partner David Kelleher, CPA, CGMA has been selected to present Exploring Nonprofit Financial Statements for Nonprofit Professionals on September 24th in collaboration with Philanthropy Massachusetts. In this interactive workshop, attendees will learn how to find the stories that nonprofit financial statements are telling. Attendees will get comfortable interpreting the numbers, reviewing financial statement disclosures and key financial indicators which determine the health of an organization, assess profitability, and much... continue reading

AAFCPAs Presents Tax Strategies Post-TCJA at Vistage CEO Group

AAFCPAs’ tax strategists Dave McManus, CPA, CGMA and Joshua England, JD, LLM presented a tax strategizing session on June 17th, for the benefit of the regional Vistage group of CEOs. Dave and Josh shared the firm’s strategic tax insights with a distinguished group of executives, business leaders and CEOs on opportunities and challenges presented by the 2018 Tax Cuts and Jobs Act.  Attendees gained insight into creative strategies to keep... continue reading

AAFCPAs’ Tax Strategist Provides Pro Bono Legal Workshop for Lenny Zakim Fund Grantees

AAFCPAs’ Tax Strategist Provides Pro Bono Legal Workshop for Lenny Zakim Fund Grantees

AAFCPAs Tax Strategist Brittany Besler, CPA, JD, MBA volunteered her expertise and led a legal workshop: How to Maintain Nonprofit, Tax-Exempt, and Public Charity Status on May 14th in Boston, MA. This pro bono legal assistance workshop was developed at the request of the Lenny Zakim Fund for the benefit of their grantees: small, non-profit organizations with limited ability to raise other funds. Brittany answered general questions and provided grantees with an overview... continue reading

AAFCPAs to Present FEI-Boston’s 2019 Ethics Symposium

AAFCPAs to Present FEI-Boston’s 2019 Ethics Symposium

AAFCPAs’ Jeffrey Mead, CPA, CGMA and Olga Yasinnik, MBA, CPA will present a 4-hour ethics CPE course on Building Ethical Management & Culture at FEI-Boston’s June 20th Ethics Symposium. This course is based on the AICPA Code of Professional Conduct and will cover the conceptual framework, as well as the rules and interpretations applicable to CPAs. Jeff and Olga will provide a detailed overview of the ethics standards that apply... continue reading

AAFCPAs’ Jack Finning to Speak at FENG

AAFCPAs’ Jack Finning to Speak at FENG

AAFCPAs Partner Jack Finning, CPA, CGMA will serve on a CPA & Consulting panel on April 24th, 2019 in Waltham, MA hosted by the Boston Chapter of the Financial Executives Networking Group (FENG) discussing What CEOs and CFOs are expecting of their CPA firms. “Companies turn to AAFCPAs to assist them in all kinds of critical functions beyond core financial compliance and reporting, including cyber & IT security, business process improvement, and business exit strategy planning,”... continue reading

AAFCPAs to Present The Futuristic CFO: Master of Leveraging People, Process, and IT systems at FEI-Boston

AAFCPAs to Present The Futuristic CFO: Master of Leveraging People, Process, and IT systems at FEI-Boston

AAFCPAs Partner Janice O’Reilly, CPA, CGMA and Manager Dawn Pantano, CPA, CITP will present a professional development session on the Futuristic CFO at FEI-Boston’s April 26th Professional Development Event. The role of the CFO is evolving, and the unique skills required of CFOs will continue to position them as a valuable, strategic resource to executive leadership and one that may be leveraged across departmental lines. CEOs will continue to rely... continue reading

AAFCPAs’ Matthew Boyle to speak at FEI-Boston

AAFCPAs’ Matthew Boyle to speak at FEI-Boston

The Boston chapter of Financial Executives International (FEI) is presenting a Social Media Workshop for CFOs in Transition on April 2nd led by AAFCPAs Partner & Chief Marketing Officer Matthew Boyle, MBA. Matthew will present a professional development session on LinkedIn Strategy & Use for CFOs in Transition, and will discuss why paying attention to your digital presence may be critical to finding your next employer. When: Tuesday, April 2, 2019 5:30... continue reading