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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 […]

AAFCPAs Wealth Management Changes Name to AAF Wealth Management

AAFCPAs Wealth Management Changes Name to AAF Wealth Management

(June 21, 2021) – AAFCPAs Wealth Management today announces the adoption of AAF Wealth Management as its global brand name. The change better reflects the company’s multi-disciplinary talent, which includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Accredited Investment Fiduciaries (AIF®), professionals Certified in Long-Term Care (CLTC®) planning, and licensed insurance advisors. AAF Wealth Management remains a proud affiliate […]

2020 Tax Planning Webinar: Guidance for Individuals

2020 Tax Planning Webinar: Guidance for Individuals

In 2020, tax planning is more complicated than usual. It may be daunting to understand brackets and rates, where and when to retire, capital gains, and what to do with retirement plans. In this 1 hour webinar, AAFCPAs Tax & Wealth Advisors cover what taxpayers need to know for 2020 year-end, as well as year-round […]

Social Security Benefits to Increase by 1.3 Percent in 2021

AAFCPAs Wealth Management would like to make clients aware that the Social Security Administration announced that Social Security and Supplemental Security Income (SSI) benefits for nearly 70 million Americans will increase 1.3 percent in 2021. Cost-of-living adjustments (COLA) have averaged 1.4 percent in the past decade. The 1.3 percent cost-of-living adjustment will begin in January […]

Catalysts Affecting Your Investments

As you may recall, one year ago we were discussing the tug-of-war between fear and greed. The fourth quarter of 2018 presented some of the worst stock market declines in decades. 2019 was a much different story in which most investments, including domestic stocks, real estate investment trusts, foreign stocks, and bonds, had strong synchronized […]

Social Security Benefits to Increase by 1.6% in 2020

AAFCPAs Wealth Management would like to make clients aware that the Social Security Administration announced today that Social Security and Supplemental Security Income (SSI) benefits for nearly 69 million Americans will increase 1.6 percent in 2020. Cost-of-living adjustments (COLA) have averaged 1.4 percent in the past decade. The 1.6 percent adjustment will begin in January […]

Donor Advised Funds: Compelling Talking Points for Fundraisers

Listen to Podcasts:   The giving vehicle used more and more often by major gift donors is the donor-advised fund (DAF). AAFCPAs Wealth Management advises our nonprofit clients to become familiar and able to articulate the various types and uses of DAFs. AAFCPAs’ Wealth Advisor Jonathan Bloom outlines the key points pertinent to DAFs becoming more mainstream since the […]

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 Morrison, Bloom to Serve on Board at The Whole Child, Inc.

AAFCPAs Morrison, Bloom to Serve on Board at The Whole Child, Inc.

AAFCPAs is excited to announce that Amy Morrison, CPA, Manager, AAFCPAs and Jonathan Bloom, CFP®, Wealth Advisor, AAFCPAs Wealth Management have been appointed and agree to serve on the Board of Directors and Finance Committee at The Whole Child, Inc., an organization dedicated to empowering the youth of our community with the broad skills needed […]

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 […]