Family & Fiduciary Tax

State of the Market from AAF Wealth Management

State of the Market from AAF Wealth Management

In this webcast, recorded April 2022 at AAFCPAs’ Nonprofit Educational Seminar, AAF Wealth Management leaders, Kevin P. Hodson and Andrew E. Hammond, CFP®, provide guidance on actions investors should take to address cash needs, fixed income, and equity decisions during a period of elevated inflation. The need for selectivity has never been more important as the business […]

Tax Planning Guides for Businesses & Individuals (2021-2022)

Tax Planning Guides for Businesses & Individuals (2021-2022)

When considering your optimal tax planning & compliance strategy, business & individual tax payers must account for all current and impending tax code changes. This includes the 2017 Tax Cuts and Jobs Act, the 2019 Further Consolidated Appropriations Act, the 2020 Coronavirus Aid, Relief, and Economic Security Act (CARES Act) and subsequent stimulus initiatives, as […]