Jonathan Bloom

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Q1 2024 Performance Report and Market Insights

Q1 2024 Performance Report and 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 Q1 2024 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. These insights reflect on some of the financial developments in the first quarter of 2024 that influenced […]

Movers & Shakers for Feb. 19, 2024

Movers & Shakers for Feb. 19, 2024

Worcester Business Journal (February 19, 2024) – AAFCPAs, an accounting consulting firm in Westborough, has promoted four employees to partner. LAUREN DUPLIN joined the firm in 2009 and is a senior member of AAFCPAs’ Fractional CFO & Outsourced Accounting practice, with more than 12 years of experience in auditing. NICHOLE REILLY joined AAFCPAs in 2010 as leader of the […]

From The Desk of Jonathan Bloom

From The Desk of Jonathan Bloom

Last quarter, we spent a lot of time talking about taxes, reviewing last year’s portfolio performance, and projecting income and expenses for the year ahead. Now, we’re focused on applying that insight to your financial plan and making sure there is alignment. I’m also working with many clients who need to set cash aside for […]

Protect Yourself from AI Voice Scams

Protect Yourself from AI Voice Scams

Voice impersonations of trusted family members, friends, even presidential candidates by artificial intelligence (AI) have been used to conduct fraud, an issue that’s become so widespread that the Federal Trade Commission released a consumer alert on the subject. In this, officials touched on the rise in chatbots, i.e., computer programs that simulate conversations, deepfakes, i.e., […]

AAF Wealth Management Q4 2023 Market Insight

AAF Wealth Management Q4 2023 Market Insight

Last year was eventful both economically and otherwise, from bank failures in March to Fitch’s downgrade of U.S. government debt, a collapse in inflation, and the Federal Reserve signaling it might end rate hikes. In an ongoing commitment to keep you abreast on a range of issues that might affect you and your business, AAF […]

From the Desk of Jonathan Bloom

From the Desk of Jonathan Bloom

My big news “on and off the desk” is… I’ve been promoted to Partner! I’m proud of the achievement and humbled by the outpouring of respect and support from my colleagues, clients, family, and friends. It’s been an exciting journey—from my roots as a trader at one of the world’s biggest brokerage firms and now […]

Jonathan Bloom, CFP®, AIF®, Wealth Advisor Promoted to Partner

Jonathan Bloom, CFP®, AIF®, Wealth Advisor Promoted to Partner

Boston, MA (December 11, 2023)—AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, wealth management, assurance, accounting, business process and IT advisory solutions, is pleased to announce the promotion of Jonathan Bloom, CFP®, AIF®, Senior Wealth Advisor, AAF Wealth Management to Partner effective January 1, 2024. Jonathan joined AAF Wealth Management in […]

Job Change? Now is a Good Time to Revisit Your Financial Plan

Job Change? Now is a Good Time to Revisit Your Financial Plan

When you change employers, embark on a long sabbatical, take early retirement, or experience any sort of significant career shift, you face a new set of financial challenges. A new job might reverse plans or steer you in a new direction. You might need to reassess what you value, how you manage assets, and what […]

Two Tax-friendly Vehicles for Charitable Giving

Two Tax-friendly Vehicles for Charitable Giving

Since the IRS nearly doubled its standard deduction in 2017, a large number of taxpayers no longer itemize and, therefore, do not receive the associated deduction for charitable contributions on their tax return. But taxpayers may still garner a tax benefit from charitable giving with a little creativity. AAFCPAs and AAF Wealth Management advise that […]