—By Author
Estate Tax Exemption Could Decrease to $6M on January 1, 2026
With the potential decrease in the federal estate tax exemption on the horizon, it is crucial to act now to preserve your wealth for future generations. The following blog provides advice on optimizing the current higher exemption through strategic gifting, ensuring asset control and access. Clients are advised to prepare for the changes ahead by […]
Seeking Your Support for an Emjays Award Nomination
The Emjays International Cannabis Awards are returning Dec. 5 to the Pearl Theater inside The Palms Casino Resort in Las Vegas! Nominations are open for 23 awards categories in the cannabis industry, including Financial Services of the Year (Accounting Firms, Banking, and Investment Firms). To be considered, companies must receive nominations from clients like you. […]
Seminar Recap: Accounting Standards Updates for Nonprofits
During AAFCPAs’ recent Nonprofit Seminar (recorded live, April 2024), Matthew Hutt, CPA, CGMA, Amy Staunton, CPA, and Jennifer A. L’Heureux, CPA briefed approximately 400 attendees on the latest applicable accounting standards updates (ASUs) and how they affect nonprofit organizations. What we covered: The full session was recorded and may be viewed as a webcast at […]
AAF Wealth Management Q2 2024 Market Insights
Note: These market insights were written prior to the weekend’s events. We express our sincere condolences to victims of last weekend’s assassination attempt on Donald Trump in Pennsylvania. It is another unfortunate example of the uncertainties we face on a global scale. We reaffirm our commitment to our core values of compassion, community care, and […]
AICPA names Carla McCall as new chair
Accounting Today (May 23, 2024) – The American Institute of CPAs elected Carla McCall, managing partner of AAFCPAs, a Westborough, Massachusetts-based Top 100 Firm, as its next chair. McCall will also co-chair the Association of International Certified Professional Accountants, the joint association of the AICPA and the Chartered Institute of Management Accountants. She was elected […]
From The Desk of Kevin Hodson
During the past few months, we’ve been reviewing client accounts for tax strategies, i.e., losses, and preparing for Q3. I’ve also been having great conversations with clients about the direction of interest rates and inflation. In short, there’s been little movement. The Fed is keeping interest rates at their current levels and projecting just one […]
From The Desk of Andrew Hammond
Voices in this industry, wealth management, encourage you to save as much as possible and never spend. It is predicated on getting investors to believe a narrative that you’ll never have enough. But so many of my clients, once they save enough for retirement and legacy plans, don’t give themselves permission to enjoy it. It’s […]
From The Desk of Carmen Grinkis
I recently returned from the Northern California Financial Planning Conference held in San Francisco. I participate in continuing education opportunities on a routine basis, and this trip was a special treat—known as one of the best in the country and attended by more than 1,000 planners across the U.S. This year’s conference focused heavily on […]
From The Desk of Jonathan Bloom
I often reflect on my role in helping clients navigate not just retirement but all of life’s many transitions—like changing jobs, welcoming kids or grandkids, or exiting their business. These moments carry both financial and emotional weight, and I aim to make these transitions as smooth as possible. My goal is to support clients comprehensively—providing […]