Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (
Firm Management January 7, 2025
Ascend Accounting Platform Adds Boston Firm Walter Shuffain
Walter Shuffain adds 114 professionals, including 13 partners, to Ascend’s team. The firm reported 2023 revenue of $30 million.
Financial Reporting January 7, 2025
Two Wipfli Reports Show Growth and Confidence for Banks and Credit Unions in 2025
Based on the extensive data, the surveyed financial leaders describe challenges such as cybersecurity, talent shortages and digital transformation maturity as continuing to shape strategies and priorities in 2025.
January 6, 2025
D.C. Accountant Pleads Guilty to Mortgage Fraud and Tax Crimes
Timothy Trifilo did not file federal income tax returns or pay all the taxes that he owed despite earning more than $7.7 million during that time.
Marketing January 6, 2025
RSM Launches New Ad Campaign Spotlighting Firm’s Growth
The campaign follows closely on the heels of the newly launched RSM Catamaran, innovative outsourced solutions designed to meet the complex needs of middle-market businesses.
Small Business January 3, 2025
More Americans Moving Into Southern States, U-Haul Data Shows
The trend of southern states netting larger numbers of one-way U-Haul customers continued during 2024, with South Carolina topping the U-Haul Growth Index for the first time. Texas, North Carolina, Florida and Tennessee round out the five leading growth states.
Accounting January 3, 2025
Grant Thornton’s U.S. and Ireland Entities to Create Global Platform
The new platform of roughly 12,000 professionals will include a united Trans-Atlantic advisory and tax practice, as well as independent audit practices.
Accounting January 3, 2025
Remote and Stripe Partner for Contractor Payments in Cryptocurrency
The company said this gives companies a secure, near-instant alternative to compensate contract talent in the way that suits them best while Remote maintains compliance at home and abroad.
AICPA January 2, 2025
AICPA Requests Guidance Related to Partial Exclusion for Gain from Certain Small Business Stock
Section 1202 was enacted as part of the Omnibus Budget Reconciliation Act of 1993 as an incentive for taxpayers to start and/or invest in certain small businesses.
Income Tax December 31, 2024
2025 Tax Refund Dates – Where’s My Refund, And When Will I Get It?
Depending on when taxpayers file their returns, they can often receive their federal tax refund payment (check or direct deposit) within 10-21 days.
Small Business December 30, 2024
U.S. Consumer Confidence Pulled Back in December
December’s fall in confidence was led by consumers over 35 years old; consumers under 35 became more confident.
Payroll December 30, 2024
U.S. Salary Budgets Expected to Remain Static in 2025
Despite a conservative outlook for 2025, salary increases remain at a healthy rate by historic standards and amid higher total payroll expenses (which include salaries, bonuses, variable pay and benefit costs).
Small Business December 27, 2024
The Top Tax & Accounting News Stories of 2024
2024 saw major news events and ongoing trends that are significantly shaping the profession, including how professionals practice, how firms operate, and your business and individual clients.
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
