Topic
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 […]
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 […]
Strategic Software Add-Ons to Streamline Operations
Strategic Software Add-Ons to Streamline Operations | Webinar On-Demand An insightful session on enhancing operational efficiency through powerful software solutions. We explored tools that automate routine tasks across resourcing, project management, budgeting, and AP automation—freeing up your time for higher-value work. Learn how to optimize your tech stack to improve accuracy, boost performance, and support […]
You Can Automate That!
You Can Automate That! | Webinar On-Demand In 2009, Apple said, “There’s an app for that.” In 2025, the mantra is, “You can automate that!” Find out how Robotic Process Automation (RPA) and Artificial Intelligence (AI) can eliminate repetitive tasks, accelerate digital transformation, and streamline workflows in the finance function. Learn practical strategies that help […]
AAF Wealth Management Market Insights
AAF Wealth Management Market Insights | Webinar On-Demand In an ongoing commitment to keep clients abreast on a range of issues that might affect your business and personal financial health, AAF Wealth Management’s Wealth Advisor and Director of Investments Kevin Hodson, shared what has driven performance of late along with thoughts on variables that could […]
AI Chatbots and Deepfake Awareness: Navigating Risks and Training Your Team
AI Chatbots and Deepfake Awareness: Navigating Risks and Training Your Team | Webinar On-Demand Explore the role of AI chatbots in the workplace including their benefits, risks, and limitations. Better identify and understand deepfakes and learn effective strategies to train staff on navigating these technologies responsibly and securely. Webinar On-Demand Click here to download the […]
AAF Wealth Management Expands Advisory Team
Boston, MA (May 26, 2025)—AAF Wealth Management, a boutique Registered Investment Advisory (RIA) firm serving clients focused on long-term wealth preservation, today announced the addition of two new team members, Michael Shook and Russell Almstrom, CRPC®. Both Michael and Russel bring expertise in client service, investment operations, and financial planning, enhancing our commitment to providing […]
Accounting Standards Update 2025
2025 Accounting Standards Update | Webinar On-Demand AAFCPAs’ nonprofit assurance leaders shared the latest accounting standards affecting the nonprofit sector. Gain practical insights into recent updates, compliance requirements, and implementation strategies. This annual favorite equips nonprofit professionals with the information needed to navigate complex regulations, strengthen financial reporting, and enhance organizational transparency. Leave with strategies […]
AAFCPAs Named One of The 2025 Best Firms for Technology
Boston, MA (May 22, 2025)—AAFCPAs, a U.S. Top 100 CPA and consulting firm, is pleased to announce it has been named one of The 2025 Best Firms for Technology by Accounting Today. This prestigious recognition highlights the firm’s commitment to leveraging cutting-edge technology to enhance end-to-end services under one roof and improve operational efficiency and […]