Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (
Financial Planning May 19, 2025
Avantax Acquires Assets of WealthCare Financial with Approximately $180M AUA
Avantax is a unique community within Cetera and a leader in tax-focused financial planning and wealth management.
Accounting May 19, 2025
New Jersey Society of CPAs Proposes Additional Pathway to CPA Licensure with Modification to NJ Statute
The bill also provides for individual practice privileges for out-of-state licensed CPAs who have a bachelor’s or higher degree, have passed the CPA exam and have at least one year of experience.
May 19, 2025
2025 NYU Federal Real Estate and Partnerships Tax Conference Set for June 12-13 in Washington, DC
The conference will deliver the latest information on the newest and proposed policy changes, latest rulings and regulations, and emerging trends impacting real estate and partnership taxation.
Accounting May 19, 2025
Grant Thornton’s Gupta Named Chair of AICPA’s Financial Reporting Executive Committee
Rahul Gupta is an audit partner in Grant Thornton LLP’s National Office and a principal at Grant Thornton Advisors LLC based in Chicago.
Accounting May 12, 2025
Sage Partners with Amazon Web Services for AI Innovation in Accounting and Compliance
This collaboration enables Sage to rapidly test, refine, and roll out AI models tailored to the complex demands of accounting and compliance.
Accounting May 12, 2025
Regulatory Compliance Pros View Technology Risks as Most Significant Force to Cause Compliance Issues in 2025
U.S. regulatory compliance professionals cited keeping abreast of regulatory changes (43%), assessing risk profiles across multiple asset classes (42%) and accurately identifying insider trading and market manipulation (40%) as their top three choices.
Accounting May 9, 2025
BlackLine Expands Agentic AI Capabilities to Accelerate Future-Ready Financial Operations
BlackLine’s AI innovations are designed to enhance, not replace, critical human decision-making while delivering measurable outcomes in speed, accuracy, and compliance.
Accounting May 9, 2025
Accounting Profesionals Can Now Improve Their Practices with Canopy Certifications
Canopy University is a new certification and training program designed to help customers use the Canopy platform with greater confidence and skill.
Firm Management May 9, 2025
How AI is Revolutionizing Financial Planning
AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.
Accounting May 9, 2025
Sovos Joins AWS ISV Accelerate Program
The program helps AWS Partners drive new business by directly connecting participating ISVs with the AWS Sales organization.
Accounting May 9, 2025
Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards
Now in their 21st year, the awards allow tax and accounting professionals from various specialties to identify the technologies they have found to be essential to their practice, including performing client service functions, staff management, collaboration, resource management, payroll, communications, or other tasks.
AICPA May 8, 2025
Carl Peterson, Longtime Advocate for Small CPA Firms, Retires from AICPA
Peterson’s retirement caps a tenure at AICPA and a broader career defined by advocacy and an unwavering commitment to elevating the voices of small firms across the accounting profession.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
