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 […]
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 […]
AAF Wealth Management 2025 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. For guidance tailored to your organization, Business Process […]
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
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Matthew Hutt, CPA, CGMA, Partner, and Jennifer A. L’Heureux, CPA, Manager, shared insights with more than 550 attendees on recent developments in accounting standards affecting nonprofit organizations. Nonprofits must stay ahead of evolving accounting rules to keep their funding secure and their reporting accurate. While 2025 brings fewer […]
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 […]