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Latest Articles

The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Featured Articles

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New Tool X-Rays a CPA Firm’s Website the Way a CAS Buyer Does—in About a Minute

October 20, 2026  

Bonus, Section 179 and the State Return: Why a Federal-Only Answer is Wrong in Both New York and New Jersey

October 20, 2026  

Democratic Holdouts Still Aren’t Committing to Federal Scholarship Tax Credit Program

October 20, 2026  

There Are 2 Major Problems with New Social Security COLA, Experts Warn

October 20, 2026  

How Much Will Federal Tax Credit Scholarship Program Benefit Public Schools?
Does Your Website Need a Redesign or a Rebuild?

Firm Management August 5, 2022 

Does Your Website Need a Redesign or a Rebuild?

Here are the pros and cons of each. Plus, a series of questions you can use to determine which strategy you should undertake.

Becky Livingston

The Technology Lab Podcast – Review of Gilded – Aug 6, 2022

August 5, 2022 

The Technology Lab Podcast – Review of Gilded – Aug 6, 2022

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Gilded.

Nearly Half of U.S. Companies Plan to Add Staff in the Second Half of 2022

Firm Management August 4, 2022 

Nearly Half of U.S. Companies Plan to Add Staff in the Second Half of 2022

However, nearly eight in 10 managers in finance and accounting worry about resignations from their team.

Moss Adams Merges in Telecom Consulting Firm

Accounting August 4, 2022 

Moss Adams Merges in Telecom Consulting Firm

The Alexicon team, including two principals and 10 employees, will join Moss Adams on Sept. 1, 2022.

51% of Companies Plan to Raise Wages Only for Top Performers

August 4, 2022 

51% of Companies Plan to Raise Wages Only for Top Performers

Only 28% of CEOs and CFOs polled will increase pay for all employees in response to inflation.

Small Business Expectations for Future Conditions Hit All-Time Low

Small Business August 4, 2022 

Small Business Expectations for Future Conditions Hit All-Time Low

34% of small business owners say inflation was their biggest problem in operating their business.

Surgalign to Pay SEC $2 Million to Settle Accounting and Disclosure Fraud Charges

August 4, 2022 

Surgalign to Pay SEC $2 Million to Settle Accounting and Disclosure Fraud Charges

Company restated its financial statements from 2014 through 2019 to correct errors caused by its reliance on “pull forwards.”

Starting a Retirement Plan? Keep It SIMPLE

August 4, 2022 

Starting a Retirement Plan? Keep It SIMPLE

To qualify to use a SIMPLE, the business can’t employ more than 100 workers. This includes any employees who earned at least $5,000 in the previous year.

Ken Berry, JD

2022 Innovation Awards Spotlight Top Tech for Tax and Accounting Pros

Accounting August 3, 2022 

2022 Innovation Awards Spotlight Top Tech for Tax and Accounting Pros

The Innovation Awards were first presented in 2004, and they honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients ...

Isaac M. O'Bannon

IRAs Are Better Than No Retirement Plan At All

August 3, 2022 

IRAs Are Better Than No Retirement Plan At All

Contributions are invested and can grow and compound within your account without any current tax until withdrawals are made. This is an easy type of retirement plan to set up and maintain. 

Ken Berry, JD

ICPAS SUMMIT22 – Aug. 23-24, 2022 – Rosemont, Illinois

Accounting August 3, 2022 

ICPAS SUMMIT22 – Aug. 23-24, 2022 – Rosemont, Illinois

ICPAS SUMMIT22’s more than 50 sessions will be hosted by nearly 60 thought leaders, including keynotes from some of the accounting profession’s most influential people.

Isaac M. O'Bannon

The Independent Contractor Dilemma

August 2, 2022 

The Independent Contractor Dilemma

Gig economy companies classifying their workers as independent contractors continue to face lawsuits, state action, and federal agency enforcement

Richard D. Alaniz, JD

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