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There Are Automation Opportunities in Your Everyday Operations
There Are Automation Opportunities in Your Everyday Operations

There Are Automation Opportunities in Your Everyday Operations

Most organizations are busy enough just keeping up with daily responsibilities. When operations rely on habit and deadlines, it is easy to overlook the quiet drag of manual tasks, i.e. the form re-entered in three systems, the spreadsheet passed around for approvals, the weekly report that takes hours to compile. These inefficiencies often remain hidden […]

Positive Changes for R&E Tax Deductions Under OBBB
Positive Changes for R&E Tax Deductions Under OBBB

Positive Changes for R&E Tax Deductions Under OBBB

For decades, companies have navigated the complexities involved in deducting research and experimental expenditures. The One Big Beautiful Bill (OBBB) Act with the newly released Revenue Procedure 2025-28 changes that landscape. Starting with tax years after December 31, 2024, domestic research and development expenses may be deducted immediately, replacing the prior five-year capitalization and amortization […]

Life Sciences Gain R&D Tax Relief Under OBBB
Life Sciences Gain R&D Tax Relief Under OBBB

Life Sciences Gain R&D Tax Relief Under OBBB

Life sciences companies face some of the highest costs and longest timelines for research and development. The One Big Beautiful Bill (OBBB) Act, with the newly released IRS Revenue Procedure 2025-28, eases some of the tax complexity around these expenditures. Starting with tax years after December 31, 2024, domestic research and development expenses may be […]

What You Should Know Before Claiming Social Security Benefits
What You Should Know Before Claiming Social Security Benefits

What You Should Know Before Claiming Social Security Benefits

Andy Hammond, AAF Wealth Management, shares insights from recent client conversations. Lately, I’ve been hearing from more and more clients—especially those in their early to mid-60s—who are starting to think seriously about retirement. One of the biggest questions on their minds? When to start claiming Social Security. It’s a decision packed with financial implications, and […]

Employers Prepare for New Overtime Deduction Reporting Rules Under OBBB
Employers Prepare for New Overtime Deduction Reporting Rules Under OBBB

Employers Prepare for New Overtime Deduction Reporting Rules Under OBBB

The One Big Beautiful Bill (OBBB) Act, passed earlier this year, introduces a temporary tax break for individuals who receive overtime pay. For tax years 2025 through 2028, eligible workers may deduct a portion of overtime wages from taxable income. The change allows employees who work overtime to reduce taxable income, offering some financial relief […]

What Life Science Firms Need to Know Before Expanding to the U.S.
What Life Science Firms Need to Know Before Expanding to the U.S.

What Life Science Firms Need to Know Before Expanding to the U.S.

Understanding the U.S. Market Entry Process for Life Science Companies For foreign life sciences companies, the decision to establish a presence in the United States often begins with a strategic imperative—a clinical trial site near an academic research center, access to venture funding, or proximity to biopharma partners. But once the strategic rationale is clear, […]

You’re Invited: 2025 Plan Sponsor Fiduciary Summit
2025 Plan Sponsor Fiduciary Summit

You’re Invited: 2025 Plan Sponsor Fiduciary Summit

Join us at the 2025 Plan Sponsor Fiduciary Summit, co-hosted by AAFCPAs, Strategic Retirement Partners, Starkweather & Shepley, and Parker Brown Macaulay & Sheerin. We’re excited to feature Shawn Huxley, AAFCPAs partner and leader in retirement plan audits and fiduciary advisory. This exclusive event brings together experienced professionals to share guidance on key fiduciary topics. Take […]

What OBBB Means for Charitable Contributions
What OBBB Means for Charitable Contributions

What OBBB Means for Charitable Contributions

New Rules for Charitable Deductions Starting in 2026 For years, charitable giving rules have shifted with each round of tax legislation, leaving individuals and corporations uncertain about what’s next. The One Big Beautiful Bill (OBBB) Act is the latest in this evolution, introducing new opportunities and limitations that will take effect in 2026. Some provisions […]

Providers’ Council Invites AAFCPAs and Incompass to Share ERP Insights
Incompass Levels-Up with Modern ERP System

Providers’ Council Invites AAFCPAs and Incompass to Share ERP Insights

Struggling to streamline your operations? Discover proven strategies to cut inefficiencies and boost visibility in this exclusive, free webinar for executive, finance, and operations leaders—hosted by AAFCPAs and the Providers’ Council. Hear How Incompass Unlocked Efficiencies Many human services providers face process delays, compliance risks, and complex reporting challenges due to disconnected billing, EMR, and […]