Advisory September 17, 2025
Alma Bank Partners with Cetera in Pursuit of Growth
Cetera Financial Institutions has partnered with Alma Bank to further strengthen and grow the bank’s investment program, Alma Wealth Management.
Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com
Advisory September 17, 2025
Cetera Financial Institutions has partnered with Alma Bank to further strengthen and grow the bank’s investment program, Alma Wealth Management.
Taxes September 17, 2025
Drawing on responses from more than 150 tax practitioners across firm sizes, the report uncovers a widening performance gap between those adopting AI-powered tax research solutions and those still using legacy tools.
Accounting September 16, 2025
Almost half (46%) of small business owners feel their performance fell short of expectations in 2025.
Accounting September 16, 2025
The firm's ninth annual Internal Audit Priorities Survey finds that cybersecurity remains the top emerging risk for the fifth consecutive year.
Accounting September 16, 2025
The San Francisco-based startup, founded in 2023, uses cutting-edge AI to automate tax document processing for tax and accounting professionals.
Staffing September 16, 2025
A new report highlights the challenges that both employees and HR leaders face before, during, and after layoffs—including a perceived lack of empathy from senior leadership.
Firm Management September 16, 2025
The comment period for the proposed update will be open until Oct. 25 this year. If approved by the Peer Review Board, it would be effective for peer reviews with years ending on or after Dec. 31, 2025.
Small Business September 16, 2025
Inflation is on the minds of consumers when it comes to the holidays this year, but most Americans still plan to get their gobble on.
Financial Reporting September 16, 2025
Payhawk’s Fall 2025 Product Edition includes global payments at 0.3% FX in 115 currencies in partnership with JP Morgan Payments, enhanced role/permission controls, and additional platform improvements.
Payroll September 15, 2025
Many workers are trapped between covering daily expenses and planning for the future, with credit card balances piling up and financial sacrifices cutting into everything from travel to retirement savings.
Accounting September 15, 2025
Nominate a professional for the 2025 40 Under 40 or 20 Under 40 award. The deadline is Nov. 12, 2025. Nominees must have not turned 40 by Nov. 15, 2025.
Small Business September 15, 2025
Price growth moderated across most lines, with workers compensation, directors’ and officers’ liability, and cyber continuing to have price decreases.