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Cyber Security: Keep Your Online Accounts Safe

Cyber fraud continues to escalate and evolve, and security requires vigilance. We would like to remind you that your entire organization must learn and adapt over time. AAFCPAs Wealth Management, an affiliate of AAFCPAs, has provided a summary of some of the threats of significant concern in 2017 used to steal identity and login credentials. After gaining access to an investor’s personal information, criminals can use it to commit various types of... continue reading

The Bucket System: Managing Your Assets in the Face of Volatility

The Bucket System: Managing Your Assets in the Face of Volatility

Nonprofit World Magazine – Joel Aronson, wealth advisor, AAFCPAs Wealth Management provides members of the national Society for Nonprofits (subscriber content) with insight into a simple system that is key to financial stability. As a nonprofit leader, you’re no stranger to cash flow crunches. But you can attain a new level of stability if you persevere with a vision of stronger revenue capital management. The key is to look at your... continue reading

AAFCPAs Wealth Management Invests in Team and Processes in 2016

AAFCPAs Wealth Management Invests in Team and Processes in 2016

AAFCPAs Wealth Management is pleased to share the investments we have made in our team and processes in 2016, designed to enhance your client experience: Carmen Grinkis, PhD, CLTC, CFP® has joined our team as a Senior Wealth Advisor and Director of Wealth Management.  Carmen is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds a Certification in Long-Term Care (CLTC).  In addition, Carmen has a PhD in... continue reading

AAFCPAs Wealth Management Continues to Grow and Welcomes Jonathan Bloom

AAFCPAs Wealth Management Continues to Grow and Welcomes Jonathan Bloom

AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Jonathan Bloom, CFP® as a Wealth Advisor.  Jonathan is a seasoned professional providing comprehensive financial planning solutions for individuals, families, business owners, benefit plan sponsors, nonprofits & foundations. Jonathan is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds Life & Health Insurance licenses in MA.  He joined AAFCPAs Wealth Management after 10... continue reading

AAFCPAs Wealth Management Update: Election Results

The end result of a polarizing presidential race certainly rocked the boat called Wall Street this week.  The markets responded as they almost always do when Uncertainty Rules – they proceeded to quake and quiver.  As we have seen repeated in history, for example:  9-11, and Brexit, unexpected, contentious events often cause overreaction from investors. The fact is, a Trump win was not factored into the market, causing a reactive... continue reading

Plan sponsors: how can you minimize risks?

The term “fiduciary responsibility” has been in the headlines quite a bit this year.  Most of the discussion is around investment advisors, but the term also comes into play for business owners and executives. Being a fiduciary means being personally liable for the prudent management of someone else’s money, so it is a serious topic that deserves attention.  For business owners and executives, that high fiduciary standard applies when it... continue reading

A View from the Trenches: Handling the IRS, clients and the other frustrations of tax filing season

A View from the Trenches: Handling the IRS, clients and the other frustrations of tax filing season

AccountingToday.com | AAFCPAs Co-Managing Partner Dave McManus believes now is the time to educate clients regarding tax planning as a year-round  exercise. “We’re not looking solely at the compliance process at the end of the year. Our objective is to work with clients throughout the year and to get a real sense of who they are, how their business relates to their personal situation if they have a business. We’re not giving clients any... continue reading

AAFCPAs Affiliate, HighSight LLC Announces Rebrand and Change of Name to AAFCPAs Wealth Management

AAFCPAs Affiliate, HighSight LLC Announces Rebrand and Change of Name to AAFCPAs Wealth Management

Wellesley, MA 1/7/2016 – HighSight LLC, an affiliate company of AAFCPAs, today announces the adoption of AAFCPAs Wealth Management as its global brand name, and unveils a new logo and website.  The change better reflects the company’s close cultural affiliation with AAFCPAs (Westborough, Boston, Wellesley, MA), the preeminent tax, assurance, and consulting firm with national and global reach. “AAFCPAs Wealth Management provides guidance for those who appreciate transparency, independence, and... continue reading

Congress to Vote on Tax Extender Bill Friday

On Tuesday night, Congress reached an agreement on a year-end spending and tax deal that includes the much anticipated tax “extender” provisions.  The tax bill is expected to extend around 50 credits for businesses and individuals, while also delaying until 2017 a tax on medical device manufacturers.  This news provides some insight of what to expect, including: Research credit and Section 179 expense made permanent New Markets Credit and bonus... continue reading

Tax Planning Guide for Individuals and Businesses Year-End 2015

AAFCPAs is pleased to provide you with detailed tax planning guides that we know you will find helpful in navigating the numerous tax updates taking effect in 2016! If you have not done so already, there is still time to consider year-end tax-saving opportunities. These tax guides are organized into sections discussing year-end, as well as year-round, tax-saving opportunities for: Click here to download the Guide for Businesses (19 pages),... continue reading