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Top News
Firm Management November 4, 2026
How Small CPA Firms Can Create Polished Marketing on a Budget
For small accounting firms, marketing often becomes the thing that gets squeezed between client work and deadlines.
Taxes November 4, 2026
Appeals Court Hands Mamdani Key Win in Allowing NYC Pied-à-Terre Tax to Move Forward
A Brooklyn appeals court on Wednesday handed New York City Mayor Zohran Mamdani a key victory by reversing a lower court ruling that would have required the city to restart the process.
Mergers and Acquisitions November 4, 2026
EisnerAmper to Bring in RSM US’s Sage Intacct Practice
EisnerAmper announced Wednesday that it will be adding the Sage Intacct consulting practice from RSM US in a deal expected to close in early 2027.
Mergers and Acquisitions November 4, 2026
Frazier & Deeter Acquires JamisonMoneyFarmer in Alabama
Top 50 accounting firm Frazier & Deeter has acquired JamisonMoneyFarmer, a CPA and advisory firm based in Tuscaloosa, AL, expanding its presence in the state.
Taxes November 4, 2026
Wyoming Voters Reject Property Tax Relief After $2.1 Million Opposition Campaign
Wyoming voters rejected a proposed 50% cut to residential property taxes, turning back an initiative that drew months of debate and a $2.1 million campaign opposing the measure.
Taxes November 4, 2026
North Carolina Voters Back Property Tax Cap, Income Tax Cuts
North Carolinians voted convincingly on Tuesday to support Republican-sponsored constitutional amendments, including one that would lower the state’s individual income tax cap.
Firm Management November 4, 2026
What Accounting Firms Must Fix Before 2027
Firms that plan for 2027 before the holiday season give themselves a valuable head start over competitors.
Taxes November 4, 2026
Ro Khanna Vows to Try Again if California Billionaire Tax Fails
Rep. Ro Khanna, who represents parts of Silicon Valley, promised that he would fight for another wealth tax in 2028 if the proposition fails.
Tax News
Taxes November 4, 2026
Appeals Court Hands Mamdani Key Win in Allowing NYC Pied-à-Terre Tax to Move Forward
A Brooklyn appeals court on Wednesday handed New York City Mayor Zohran Mamdani a key victory by reversing a lower court ruling that would have required the city to restart the process.
Taxes November 4, 2026
Wyoming Voters Reject Property Tax Relief After $2.1 Million Opposition Campaign
Wyoming voters rejected a proposed 50% cut to residential property taxes, turning back an initiative that drew months of debate and a $2.1 million campaign opposing the measure.
Taxes November 4, 2026
North Carolina Voters Back Property Tax Cap, Income Tax Cuts
North Carolinians voted convincingly on Tuesday to support Republican-sponsored constitutional amendments, including one that would lower the state’s individual income tax cap.
Taxes November 4, 2026
Ro Khanna Vows to Try Again if California Billionaire Tax Fails
Rep. Ro Khanna, who represents parts of Silicon Valley, promised that he would fight for another wealth tax in 2028 if the proposition fails.
Taxes November 4, 2026
IRS Reports Record Tax Collections, Larger Refunds in 2026
According to an Oct. 29 report from the agency, the IRS collected $5.6 trillion in taxes during the fiscal year, an increase of nearly 5% from 2025.
Taxes November 4, 2026
California Billionaire Tax Trailing in Early Returns
A proposed first-in-the-nation wealth tax on California’s billionaires trailed in early returns Tuesday after a contentious campaign that saw heavy spending by wealthy opponents.
Taxes November 4, 2026
Washington Voters Upholding ‘Millionaires Tax’ in Tuesday Vote
In Washington's biggest tax fight in decades, voters were backing the state's new high-earners income tax in Tuesday's vote count, rejecting an initiative that would repeal it.
Taxes November 4, 2026
Colorado’s Tiered Income Tax Proposal Now Too Close to Call
Colorado voters are split on the proposal to eliminate the state’s flat rate in favor of a tiered income tax system, under which higher-income earners face a bigger tax liability.
Accounting News
Mergers and Acquisitions November 4, 2026
EisnerAmper to Bring in RSM US’s Sage Intacct Practice
EisnerAmper announced Wednesday that it will be adding the Sage Intacct consulting practice from RSM US in a deal expected to close in early 2027.
Mergers and Acquisitions November 4, 2026
Frazier & Deeter Acquires JamisonMoneyFarmer in Alabama
Top 50 accounting firm Frazier & Deeter has acquired JamisonMoneyFarmer, a CPA and advisory firm based in Tuscaloosa, AL, expanding its presence in the state.
Firm Management November 4, 2026
What Accounting Firms Must Fix Before 2027
Firms that plan for 2027 before the holiday season give themselves a valuable head start over competitors.
Advisory November 4, 2026
The Reconciled-Books Trap: 5 Misclassifications Tax Preparers Should Catch Before Filing
For firms receiving a client's books before tax preparation, “everything reconciles” should begin the review conversation. It should not end it.
Advisory November 4, 2026
The Bookkeeping Mistake That Keeps Showing Up in New Clients’ Books
The fix itself is unglamorous, which is exactly why it works and why it is worth explaining to clients in plain terms rather than as a process document.
PCAOB November 3, 2026
PCAOB Proposes to Revise Rules on Auditor Comfort Letters
The Public Company Accounting Oversight Board is proposing to update what it says are outdated provisions in the auditing standard related to auditor comfort letters.
Mergers and Acquisitions November 3, 2026
Aprio Acquires Texas-Based RIA Garner Asset Management
This is Aprio’s first standalone wealth management acquisition, and Garner is the second RIA to join Aprio Wealth Management, which represents more than $6.1 billion in assets under advisement as of Sept. 30, 2026.
AICPA November 3, 2026
AICPA Seeks Feedback on Revised Ethics Guidance for Alternative Practice Structures
Under AICPA guidance and state law, attest firms must have at least majority ownership by CPAs.
Payroll News
Economy November 2, 2026
More Than 1 in 4 Unemployed Americans Are Now Long-Term Unemployed
25.9% of unemployed Americans had been out of work for at least 27 weeks during the first seven months of 2026.
Small Business November 2, 2026
2026 Holiday Sales Forecast to Rise 4.2% to More Than $1 Trillion
By comparison, last year’s holiday sales rose 3.1% over 2024 totaling $972 billion.
Economy October 30, 2026
Half of Americans’ Spending Goes to Housing and Food, Most in 15 Years
Housing and food made up nearly half of U.S. households’ spending in 2025, the most in 15 years amid rising rents, homeowner costs and beef prices.
Technology October 30, 2026
Deel Unveils Workforce Security Solution
The global payroll and HR platform has launched Deel Security, an end-to-end workforce security solution that detects and prevents identity fraud throughout recruitment and employment globally.
Payroll October 30, 2026
Average Checking Account Balance in U.S. May Surprise You
That amount has more than doubled over the last three decades but fell from a recent high of $18,485 in 2022.
Benefits October 29, 2026
Why SSI Payments for November Are Coming Out Early
Supplemental Security Income recipients will get November benefits before the month begins. Here's when checks arrive and when the 2027 increase takes effect.
Payroll October 28, 2026
PNC Bank and ADP Announce Embedded Payroll Solution for Small Businesses
PNC Payroll by ADP will connect payroll, HR and benefits with the banking, payments and cash management capabilities businesses use every day in one digital experience
Technology October 28, 2026
Microsoft Offers Buyouts to 60K Employees, But Expects Low Uptake
The buyouts, which cover roughly a quarter of the company’s workforce, come as it tries to control its labor costs while avoiding layoffs.
Technology News
Mergers and Acquisitions November 4, 2026
EisnerAmper to Bring in RSM US’s Sage Intacct Practice
EisnerAmper announced Wednesday that it will be adding the Sage Intacct consulting practice from RSM US in a deal expected to close in early 2027.
Mergers and Acquisitions November 3, 2026
KSM Adds Managed Services Provider Blackink IT
Top 40 accounting firm Katz, Sapper & Miller has added Blackink IT, an Indianapolis-based managed services provider, effective Nov. 1.
Accounting November 3, 2026
Intuit Connect 2026: AI Agents, a New Partner Program, and a Unified Platform Take Center Stage
Intuit Connect 2026, an event packed with three days of product announcements, peer sessions, and strategy discussions. The overarching takeaway: Let AI tools handle routine work while leaving final decisions to the professional.
Technology November 3, 2026
Canopy Reveals General Availability of AI Tax Workflow Automation
Canopy announced Tuesday the general availability of Tax Workflow Automation, described as an AI-powered suite that takes tax work from the first document request to the signed, paid return in one connected workflow.
Technology November 3, 2026
Clark Launches Clerks—Autonomous AI Audit Employees That Join a CPA Firm’s Team
New York City-based Clark also announced Nov. 2 an $11 million seed round led by venture capital firm Touring Capital, with participation from returning investors Marathon Management Partners, Rerail, and Sofeon Ventures.
Technology November 3, 2026
Levvy Announces New Connection to Claude and ChatGPT
Practice management software provider Levvy announced new Levvy AI capabilities on Nov. 3, including a new connection to popular AI assistants Claude and ChatGPT.
Technology November 3, 2026
QX Global Group Launches ‘QX TaxReady’ to US CPA and Tax Firms
QX TaxReady is a fully managed tax preparation service, powered by AI and delivered by a team of more than 500 dedicated tax specialists.
Technology November 2, 2026
Shield Recognized for AI Communications Governance in 2026 Gartner Critical Capabilities Report
Shield was named a Visionary and recognized for its Completeness of Vision and Ability to Execute in a thorough evaluation of 16 vendors.
Firm Management News
Firm Management November 4, 2026
How Small CPA Firms Can Create Polished Marketing on a Budget
For small accounting firms, marketing often becomes the thing that gets squeezed between client work and deadlines.
Mergers and Acquisitions November 4, 2026
EisnerAmper to Bring in RSM US’s Sage Intacct Practice
EisnerAmper announced Wednesday that it will be adding the Sage Intacct consulting practice from RSM US in a deal expected to close in early 2027.
Mergers and Acquisitions November 4, 2026
Frazier & Deeter Acquires JamisonMoneyFarmer in Alabama
Top 50 accounting firm Frazier & Deeter has acquired JamisonMoneyFarmer, a CPA and advisory firm based in Tuscaloosa, AL, expanding its presence in the state.
Firm Management November 4, 2026
What Accounting Firms Must Fix Before 2027
Firms that plan for 2027 before the holiday season give themselves a valuable head start over competitors.
Firm Management November 4, 2026
How CPA Firm Owners Can Keep Their Practices Moving Forward
Here are some insights on growth strategies and what to consider when planning CPA firm lifecycle transitions.
Mergers and Acquisitions November 3, 2026
Aprio Acquires Texas-Based RIA Garner Asset Management
This is Aprio’s first standalone wealth management acquisition, and Garner is the second RIA to join Aprio Wealth Management, which represents more than $6.1 billion in assets under advisement as of Sept. 30, 2026.
AICPA November 3, 2026
AICPA Seeks Feedback on Revised Ethics Guidance for Alternative Practice Structures
Under AICPA guidance and state law, attest firms must have at least majority ownership by CPAs.
Mergers and Acquisitions November 3, 2026
KSM Adds Managed Services Provider Blackink IT
Top 40 accounting firm Katz, Sapper & Miller has added Blackink IT, an Indianapolis-based managed services provider, effective Nov. 1.
Webinars
November 18, 2026
CPE / IRS CE Webinar: Amended Individual Returns: Form 1040-X, Filing Rules & Best Practices
Amending an individual tax return requires careful attention to timing, documentation, filing requirements, and taxpayer expectations. This webinar explains common reasons returns must be corrected, the key differences between amended and superseded returns, and the requirements for filing Form 1040-X.
November 4, 2026
CPE Webinar: Beyond the Chatbot: What It Actually Takes to Deploy AI Safely in Your Firm
General AI chatbots are everywhere in accounting firms today, approved or not, but they hit a wall fast: every new conversation means rebuilding context from scratch, and every upload is a judgment call about security.
October 14, 2026
Archived Webcast: Midterms and the Tax Agenda: What 2026 Could Mean for Tax Professionals
Oct 14 - In this session, hosts will examine the political and policy landscape heading into the midterms, including how polling, congressional race ratings, election forecasts, and prediction markets differ—and where each has limitations.
October 9, 2026
Archived Webcast: Digital Meets Personal – Why Your Firm Needs to Pair People With Tax Automation
Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.