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Navigating multi-state employment: Payroll tax compliance in the hybrid era
Benefits Pro (June 06, 2025)- It’s critical to take a step back and create a plan, assessing and managing the risks that come along with distributing employees across the country. The rise of remote and hybrid work is no longer a temporary response to disruption. Even as “work from home” becomes a less prevalent reality, […]
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 […]
Stephanie Ash, CPA, AAFCPAs’ 2024 Growth Mindset Award Recipient
Celebrate Stephanie Ash, AAFCPAs’ 2024 Growth Mindset Award recipient, as she reflects on the power of perseverance, curiosity, and continuous improvement. A trusted manager and peer-nominated honoree, Stephanie is known for embracing challenges, driving process enhancements, and inspiring those around her to grow. Her leadership shines through in the small, consistent actions that elevate team […]
Sarah Flischel, CPA, AAFCPAs’ 2024 Innovation Award Recipient
Celebrate Sarah Flischel, AAFCPAs’ 2024 Innovation Award recipient, as she shares her journey of transforming audit practices through creativity, collaboration, and cutting-edge technology. As Director of Audit Transformation & Training, Sarah has reimagined how teams connect and deliver value—introducing cloud-based solutions, virtual focus sessions, and a thriving Audit Transformation Community. Her work not only enhances […]
Kimoy Phillpotts, MBA, The 2024 Emerging Leader Award Winner
Celebrate Kimoy Phillpotts, AAFCPAs’ 2024 Emerging Leader Award recipient, as she shares her journey of leading with heart, strategy, and purpose. Known for her professionalism, warmth, and ability to inspire, Kimoy brings out the best in her teams through clear communication, thoughtful delegation, and a deep commitment to client service. Whether mentoring rising staff as […]
Carla McCall Reflects on AICPA Chair Term with Message to the Profession
As her term concludes as 2024–25 Chair of the American Institute of CPAs and co-chair of the Association of International Certified Professional Accountants, Carla McCall, CPA, CGMA, AAFCPAs’ Managing Partner, offers a message centered on leadership, transformation, and human connection. McCall, the 111th chair and only the seventh woman to serve in the role, uses […]
Seminar Recap: Embracing Continuous Close for Real-Time Financial Insights
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Joyce Ripianzi, CPA, Amy Staunton, CPA, and Lauren M. Duplin, CPA of AAFCPAs’ Outsourced Accounting & Fractional CFO practice presented to more than 550 attendees practical guidance on how nonprofit finance teams may adopt a continuous close model to improve accuracy, timeliness, and efficiency. Many nonprofits are already […]
Seminar Recap: Strategic Software Add-Ons to Streamline Operations
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Robyn Leet and Stuart Karas of AAFCPAs’ Business Process & IT Consulting practice presented strategic considerations for nonprofit finance leaders looking to improve efficiency, automate painful manual operations, reduce duplication, and make better use of their existing software tools. Nonprofits often rely on a patchwork of systems—some modern, […]
Seminar Recap: You Can Automate That!
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Ryan K. Wolff, MBA and Vassilis Kontoglis presented practical guidance to more than 550 attendees on how nonprofit finance teams are using automation and artificial intelligence to eliminate repetitive tasks, streamline operations, and accelerate digital transformation. Nonprofits are under pressure to do more with less, but the path […]