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Talking With Children About Significant Wealth Transfer
Discussing a significant inheritance with your children, grandchildren, or other family members can be challenging. If you’re like most, you may not know where to start or how to approach the topic. However, you do understand how important it is and the impact it can have on their future, values, and life choices. Understanding the […]
Carla McCall Recognized on Accounting Today’s 2024 MP Elite
AAFCPAs is excited to announce that Carla McCall, CPA, CGMA, Managing Partner has been named to the Accounting Today’s 2024 MP Elite. Carla is one of eight leaders named to this list, which recognizes managing partners who are experts at continually adapting and reinventing to not only survive but thrive amid market uncertainty. These leaders […]
Year-End Tax Webinars: Optimize Your 2024 Tax Strategy
Watch OnDemand: 2024 Year-End Tax Webinars Reviewing your tax strategies before the end of the calendar year is essential to uncover potential tax savings, ensure compliance, and optimize your financial decisions, which is why AAFCPAs annually hosts a series of complimentary webinars to help clients stay informed and prepared. Whether you are a business owner, […]
AICPA chair: Why change is good, and needed, for the profession
Journal of Accountancy (September 12, 2024) – Carla McCall, CPA, CGMA, managing partner of the firm AAFCPAs, began her one-year term as AICPA chair in May. In this JofA podcast episode, she said that “whirlwind” was a good description of the first few months in the role, “but in a good way.” “If you truly love what […]
Fidelity E-Delivery Initiative Spurs a Surge of Phishing Scams
Last week, AAF Wealth Management informed clients about an upcoming outreach effort by Fidelity Investments and cautioned them of an increase in phishing scams as a result. During the week of September 16, Fidelity begins an email campaign to encourage clients to switch from paper copies to electronic delivery of all documents. This affects investors […]
CannCount, LLC Offers Data-Driven Solutions to Enhance Cannabis Operations
Boston, MA (September 12, 2024)—AAFCPAs, a preeminent 350+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, is pleased to announce the launch of CannCount, LLC. As a wholly owned subsidiary of AAFCPAs, CannCount leverages our many years of cannabis experience to provide seed to sale […]
Promotions Celebrated at AAFCPAs
Boston, MA (September 10th, 2024)—AAFCPAs, a preeminent 350+ employee CPA and consulting firm based in New England, is pleased to announce recent promotions in Assurance, Wealth Management, Tax, Outsourced Accounting & Fractional CFO, Business Process & IT Advisory, and our Infrastructure team. New Directors and Managers Angelina Lu, MSA, CPA. Now Director in AAFCPAs’ Commercial […]
Construction Project Management Tip: Regular Cost Updates Are Crucial for Accurate Financial Reporting
It is important for Project Managers to regularly update costs during a project because things are dynamic, and nothing goes exactly to plan. You could be beating the budget on labor hours, which may result in increased profitability, or you could be going way over on hours and ultimately need more resources to finish. There […]
Seminar Recap: Exploring Nonprofit Collaborations, Mergers, Affiliations, and More
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Joshua England, LLM, Esq. and Chris Consoletti, Esq. updated approximately 400 attendees on nuances related to nonprofit collaborations, mergers, and affiliations. The full session was recorded and may be viewed as a webcast at your convenience. >> Now, more than ever, nonprofits need to explore collaborations, both formal […]