Daniel Seaman
AAF Wealth Management Q3 2025 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q3 2025 Market Insights published by AAF Wealth Management. This provides investors with an understanding of what’s driven performance of late. Global securities markets have maintained impressive momentum in 2025, delivering strong […]
Individual/Family Tax and Wealth Preservation Webinar 2025
Protect and grow personal wealth with strategies from AAFCPAs’ 2025 Individual and Family Tax and Wealth Preservation webinar. Gain insights on preserving assets, managing evolving tax rules, and preparing for changes in estate and retirement planning. In this session, you will learn: Save The Date What: 2025 Individual and Family Tax and Wealth Preservation Webinar […]
One Big Beautiful Bill Adds $6,000 Deduction for Social Security Beneficiaries
Starting in 2025, adults age 65 and older can claim an additional deduction of $6,000 on their federal income tax return under the One Big Beautiful Bill (OBBB) Act. Married couples where both spouses qualify may claim up to $12,000. This provision is available through 2028. The deduction begins to phase out for individuals with […]
Why Complex Trusts Matter for High-Net-Worth Investors Under OBBB
A provision in the One Big Beautiful Bill (OBBB) Act has renewed interest in a once-overlooked planning strategy: the use of a complex trust as a standalone tax-paying entity. While the concept is not new, recent updates including expanded deductions for real estate taxes make the structure more practical and more compelling, particularly for high […]
Buy-Sell Agreements, Life Insurance & Business Valuation: What Owners Must Know
Business owners are often reluctant to plan for the eventual transition of ownership, even though the need for succession is inevitable, whether it comes through retirement or unforeseen circumstances. Too often, the process is delayed because it feels premature, uncomfortable, or overwhelming. Some believe that having life insurance or a signed agreement in place is […]
AAF Wealth Management Q2 2025 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal finances, AAFCPAs is pleased to share Q2 2025 Market Insights published by AAF Wealth Management, part of the AAFCPAs family of companies. This provides investors with an understanding of what’s driven performance of late. With […]
IRS to End Paper Checks in 2025
Editor’s Note: This article was updated in September 2025 for accuracy and relevance. The IRS has confirmed that paper tax refund checks for individual taxpayers will begin to be phased out on September 30, 2025. Detailed guidance for 2025 tax returns will be published before the 2026 filing season. Taxpayers should continue using existing forms […]
Estate Planning Pro Tip for Married Couples: Don’t Overlook Portability
In this article: Estate planning ensures that wealth transfers happen efficiently with minimal tax exposure. One of the most powerful tools in the estate planning toolkit for married couples is portability, which allows a surviving spouse to inherit any unused federal estate tax exemption from their deceased partner. It is a concept that can significantly […]
AAF Wealth Management Q1 2025 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and/or personal financial plans, AAFCPAs is pleased to share Q1 2025 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late. The […]