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AAFCPAs’ Tax Practice to Present TCJA “Issues Identification” Session at CMFEO Executive Breakfast

AAFCPAs Tax Practice Leaders Richard Weiner, CPA, MST, Julie Chevalier, CPA, and Joshua England, JD, LLM will present a Tax Cuts and Jobs Act educational workshop on October 16th, for the benefit of The Central Massachusetts Financial Executives Organization (CMFEO). For privately-held companies, the TCJA impacts your financial statements, operating model, liquidity, investments and capital, and people. In this educational session, Rich, Julie and Josh will reveal some of the most significant TCJA changes... continue reading

AAFCPAs’ Jack Finning and Janice O’Reilly to Present Educational Workshops on Preparing to Sell a Closely-Held Business

AAFCPAs’ Jack Finning and Janice O’Reilly to Present Educational Workshops on Preparing to Sell a Closely-Held Business

AAFCPAs Partners Jack Finning, CPA, CGMA and Janice O’Reilly, CPA, CGMA will present educational workshops on October 24th, providing guidance and key considerations when selling a closely-held business.  These sessions are part of Beacon Equity Advisors’ annual Elements Conference, organized for the benefit of private company business owners who want to learn about: timing the sale of your business; accounting and legal preparation and due diligence; tax and entity structure... continue reading

AAFCPAs to Lead Medicare Cost Report Training for MA Community Health Centers

AAFCPAs to Lead Medicare Cost Report Training for MA Community Health Centers

AAFCPAs’ Matt Hutt, CPA, CGMA and Courtney McFarland, CPA, MSA, in collaboration with the Massachusetts League of Community Health Centers (The League) will again present coveted guidance on the Medicare Cost Report for Massachusetts community health centers. When: October 17th, 2018 | 10:00am – 11:30am Where: Live Webinar This interactive workshop will provide: Guidance to ensure accurate completion of the Medicare Cost Report Form 224-14 Insight into the key objectives... continue reading

AAFCPAs Presents Workshop on Nonprofit Financial Statement Framework for Lawyers Clearinghouse

ASU 2016-14, Not-for-Profit Entities (Topic 958), Presentation of Financial Statements of Not-for-Profit Entities, affects substantially all nonprofits as well as creditors, donors, grantors, and others that use their financial statements. AAFCPAs’ Amanda Pelcher, CPA will provide insight to the Lawyers Clearinghouse’s network of nonprofits during a workshop she will give on Understanding the New Nonprofit Financial Statement Presentation Standards, on October 12th in Boston, MA. AAFCPAs will address questions such as: What are... continue reading

AAFCPAs’ Brittany Besler, CPA, JD, MBA to Present Legal Seminar on Nonprofit Compliance Requirements

AAFCPAs Tax Consulting Attorney Brittany Besler, CPA, JD, MBA will volunteer her expertise and lead Lawyers Clearinghouse’s Legal Workshop for Nonprofits: How to Maintain Nonprofit, Tax-Exempt, and Public Charity Status on October 2nd in Boston, MA. This two-hour educational workshop offers an overview of compliance requirements with various government agencies and practical tips for nascent nonprofits, including the IRS rules on fundraising and political activities. Brittany will be joined by... continue reading

People, Processes and Technology, the Three-Legged Stool: AAFCPAs to Lead MNN Educational Workshop

AAFCPAs’ Partner Janice O’Reilly, CPA, CGMA and Manager Dawn Pantano, CPA, CITP will present a timely, educational workshop at the Massachusetts Nonprofit Network’s 2018 Annual Conference in Framingham, MA on October 10th on the topic of right-sizing the modern finance function. Nonprofit finance departments are often juggling the day-to-day accounting and bookkeeping responsibilities alongside more complex and time consuming tasks, such as: HR-related activities; maintaining compliance; optimizing revenue; mergers &... continue reading

AAFCPAs’ Matthew Boyle to Present CFO Survey Report Findings on Issues Top of Mind for NPFM

AAFCPAs, in collaboration with FEI-Boston, conducted a survey of over 250 CFOs in an effort to capture what issues are currently ‘top of mind’ for senior financial executives in the Northeast region of the United States. We asked CFOs to provide their thoughts, opinions, and experiences in an effort to glean insight into how the role may be evolving, and why. AAFCPAs’ Partner Matthew Boyle, MBA will ruminate on the findings of this... continue reading

AAFCPAs’ Richard Weiner and Daniel Cahill to Co-Present Tax Act Briefing: Choice of Entity After the TCJA

AAFCPAs’ Richard Weiner and Daniel Cahill to Co-Present Tax Act Briefing: Choice of Entity After the TCJA

AAFCPAs’ Tax Partner Richard Weiner, CPA, MST, Tax Manager Daniel Cahill, CPA, and Joseph B. Darby III, a Partner in Sullivan & Worcester’s Boston office, will present an educational briefing on September 26th from 4:00pm-5:45pm on the topic of Choice of Entity After the 2017 Tax Act: The Popular Passion for Pass-Through Entities May Be Kaput. The Tax Act introduced major changes to the U.S. federal income taxation of business... continue reading

Women in Great Places: Getting to the Top and Helping Other Women Succeed

Women in Great Places: Getting to the Top and Helping Other Women Succeed

AAFCPAs’ Co-Managing Partner Carla McCall, CPA, CGMA has been asked to serve on a women’s leadership panel presentation organized by the Women’s Bar Association, scheduled for Monday, September 24th, 2018 in Boston. Carla will share her personal experiences and insights on how she continues to reinvent “leaning in” with her strategic initiatives for the future of women leaders at AAFCPAs. Carla will join other distinguished executive panelists: Geeta Aiyer, CFA, President and... continue reading

Attracting, Hiring and Retaining Finance and Accounting Teams in Today’s Environment: Janice O’Reilly to Lead Boston CFO Leadership Council Event

AAFCPAs’ Partner Janice O’Reilly, CPA, CGMA will lead and facilitate a thought-provoking and interactive discussion with her national CFO Leadership Council (CFOLC) peers on September 25th from 12pm-1pm CDT on the topic of Attracting, Hiring and Retaining Finance and Accounting Teams in Today’s Environment. Janice will focus the discussion on the following key challenges and opportunities for CFOs: Right-sizing the accounting & finance department, including people, processes, and systems Making... continue reading