Topic
How To Preserve Value After a Merger or Acquisition
Effective integration post-transaction depends on anticipating operational challenges, aligning teams and systems, and applying practical oversight from the outset. Early clarity and structured support help buyers turn deal assumptions into measurable results and lasting value. Key Takeaways: Acquiring a business post transaction brings a shift from negotiation to execution. Having a smooth integration of operational […]
SOX 404 Compliance and the Value of Strong Internal Controls
Strong internal controls under SOX 404(a) help organizations prevent errors, improve operational consistency, and maintain confidence with stakeholders. Effective compliance turns regulatory requirements into a framework for reliable reporting and sound governance. Key Takeaways: Section 404(a) of the Sarbanes-Oxley Act requires management of public companies to establish, maintain, and annually evaluate effective internal controls over […]
AAF Wealth Management Q1 2026 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 2026 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 start of 2026 offered […]
Financial Readiness for Selling a Business: Janice O’Reilly on M&A Success
Financial readiness is often viewed through a tax lens, but that lens shifts when preparing for the sale of a business. Buyers evaluate how financial information reflects ongoing operations, sustainability, and risk, not simply whether reporting meets tax requirements. In the latest episode of Touchstone Talks, a weekly business advisory podcast, Episode 15: Financial Readiness—What […]
Federal Court Ruling May Reopen COVID-Era Tax Penalty Refunds
A federal court ruling may allow some taxpayers to recover interest and penalties paid during the COVID-19 disaster period. The decision clarifies how suspended tax deadlines affect refund and abatement opportunities. Key Takeaways: A recent federal court ruling may reopen refund opportunities many taxpayers assumed had closed after the pandemic. In Kwong v. United States, […]
Guiding Women Through Life’s Financial Inflection Points
This article was originally published during Women’s History Month in the Leading Ladies supplement by PROVIDENCE MEDIA (Providence Monthly, Hey Rhody, So Rhode Island, and the Bay Magazine). As a wealth advisor with a foundation in psychology, I’ve spent my career walking alongside women who excel in their intellectual and professional lives yet often hesitate […]
SOC Compliance Tools Under Scrutiny
Key Takeaways: Compliance checkmarks can mask operational gaps. Assurance pairs skilled examination with technology to reveal how controls actually function. Recent reports and allegations across the cybersecurity and assurance landscape highlight a persistent challenge: compliance indicators from compliance automation platforms may suggest alignment with standards, while underlying controls do not fully reflect how an organization […]
How to Identify Common Inefficiencies in the Finance Function
Key Takeaways: Even strong finance teams can face hidden gaps that slow reporting or leave the organization exposed when there is a transition in key team members. Clarifying workflows and ownership helps recover time, reduce manual effort, and focus on higher-value tasks. The accounting and finance function often appears sound, largely because processes evolve gradually […]
Richard Weiner Named to AM&AA New England Executive Committee
AAFCPAs announces Richard Weiner, CPA, MST, CM&AA, Tax Partner has joined the Executive Committee of the Alliance of Merger & Acquisition Advisors New England Chapter. The Alliance of Merger & Acquisition Advisors is an international organization focused on advancing education, collaboration, and professional standards within the middle-market M&A community. With members across 25 countries, the […]