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Seminar Recap: Understanding AI Risks and Establishing Workplace Guidelines
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Ryan K. Wolff, MBA and Vassilis Kontoglis briefed approximately 400 attendees on AI risks and the importance of establishing workplace guidelines. The full session was recorded and may be viewed as a webcast at your convenience. >> The integration of artificial intelligence (AI) into the workforce brings with […]
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 […]
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, […]
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 […]
Kyle Bourke Earns CFP® Designation and Promotion
AAF Wealth Management, a subsidiary of AAFCPAs, is pleased to announce that Kyle Bourke, CFP®, MBA has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification, a credential that signifies the standard of excellence for the financial planning profession. Concurrently, Kyle has been promoted to Associate Wealth Advisor. As a CFP® and member of our wealth […]
Company Wind Down Best Practices
Nobody enjoys contemplating a business’s failure, but it’s a possibility even for the biggest and most complex companies. When dissolution is imminent or inevitable, there are ways to plan proactively to help minimize financial loss, meet legal obligations, optimize asset valuation, and protect a company’s reputation and relationships. Because the process is so complex, having […]
A Guide to Business Process Assessment and System Selection
A business process assessment is the first step in identifying, addressing, and solving inefficiencies that may hold back performance and productivity within your organization. Successful, growing organizations often find themselves over-reliant on Excel for data management, facing reporting delays, lacking real-time insights, struggling with data processing and intensive reconciliations between systems, or closing late due […]
Seminar Recap: 2024 Employee Benefit Plan Risk Update
During AAFCPAs’ recent Nonprofit Seminar (April 2024), Shawn P. Huxley, CPA, MSA and Davide Villani, CPA, CGMA updated approximately 400 attendees on employee benefit plan risk. The full session was recorded and may be viewed as a webcast at your convenience.>> Secure Act 2.0 Overview Secure Act 2.0 is designed to increase access to retirement […]
IRS Launches Second Employee Retention Credit Voluntary Disclosure Program
AAFCPAs would like to make clients aware that the Internal Revenue Service introduced its second Employee Retention Credit (ERC) Voluntary Disclosure Program, which runs until November 22, 2024. This initiative allows businesses to correct improper ERC payments at a 15 percent discount and avoid future audits, penalties, and interest. Under this program, businesses will need […]