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Personal Financial Health Check

Listen to Podcasts:   As the flight attendants often say, “It’s critical that you put your oxygen mask on first, before helping others…” This is an important metaphor for all who lead the charge to realize impact on your missions—while maybe sacrificing the time it takes to achieve personal financial health! This fast-paced session led […]

Year-End Personal Financial Planning Considerations

Year-End Personal Financial Planning Considerations

The end of the year presents a unique opportunity to look at your overall personal financial situation. With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things. Taking what we now know about the new tax law and weaving together all of the […]

AAFCPAs Wealth Management Update: Market Volatility

AAFCPAs Wealth Management understands that the recent market performance may be unsettling to some, given this is the worst volatility we have seen in over 8 years. The current drop in the major market indexes has left many investors concerned about whether or not they should be making changes, and wondering if this may be […]

AAFCPAs Wealth Management Shares Proactive Strategies for Investors in a Strong Market

AAFCPAs Wealth Management is constantly reviewing market conditions to be thoughtful, disciplined, and opportunistic to changes that occur over time.  Market volatility is not something you can control, but how you position yourself now will have a lasting impact. The US financial market is strong. Rejoice! The bull market continues for the past eight years […]

Panel Provides Guidance for Employee Benefit Plan Sponsors and Other Fiduciaries

AAFCPAs Davide Villani, CPA, CGMA, Managing Director, Employee Benefit Plan Audits, will join a panel of IRS, DOL and ERISA professionals providing guidance for plan sponsors and other fiduciaries on 401(k) and 403(b) retirement plan compliance.  This session will help employers manage their fiduciary responsibilities through a better understanding of regulations and common risk areas. […]

Tax planning is an ongoing discipline – waiting for year-end means missing out on real opportunities

Personal and business circumstances are always evolving, presenting opportunities to balance or adjust short-term activities that support a long-term strategy As we head into November, the weight of year-end tax planning starts to bear down on individuals and business owners. Often, this time of year signals a rush of backward-looking assessments and last-minute adjustments to […]

In Down Market, Consider Recharacterizing Your Conversion to a Roth IRA

AAFCPAs reminds our clients and friends that October 15th is the deadline for re-characterizing (“undoing” or “reversing”) a rollover or conversion to a Roth IRA from a traditional IRA made in 2014. This is a rare opportunity offered by the IRS, where you, as a taxpayer, may undo a tax strategy that may no longer […]

IRS Announces Adjustments Affecting Retirement Plans

The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. These adjustments affect anyone contributing to a retirement plan account, and to fiduciaries and administrators of retirement plans.   The chart linked below can help you determine where you fall within […]