Technology January 22, 2026
Ramp Launches Live Budget Tracking Solution
Ramp has introduced Ramp Budgets, a real-time budget tracking solution that uses artificial intelligence to connect a company's financial plan directly to live spend.
Mergers and Acquisitions January 22, 2026
LBMC Acquires Torrillo & Associates
The top 35 firm has expanded into Pennsylvania following the addition of Torrillo & Associates, a CPA firm that specializes in employee benefit plan audits, including 401(k), 403(b), and pension plans, effective Jan. 1.
Accounting January 22, 2026
Forwardly Announces Partner Certification Program
The new program enables accountants, bookkeepers, and financial professionals to become Forwardly Certified Partners by completing a short certification exam or attending a live training session.
Mergers and Acquisitions January 22, 2026
KSM Launches Investment Banking Practice After M&A Deal
The top 50 accounting firm has launched KSM Corporate Finance following the acquisition of Charter Capital Partners, a Grand Rapids, MI-based investment banking firm.
Accounting January 22, 2026
TaxPlanIQ Founder Releases New Book, ‘The Balanced Millionaire: Advisor Edition’
This comprehensive guide from Dr. Jackie Meyer, CPA, is designed to help accountants, advisors, and firm leaders build seven-figure practices without burnout by aligning profitability, purpose, and personal well-being.
Taxes January 21, 2026
IRS, Treasury Update Safe Harbor Explanations for Retirement Plan Administrators
Notice 2026-13 provides two safe harbor explanations that plan administrators can use to satisfy the requirement under Section 402(f) of the tax code to provide certain information to recipients of eligible rollover distributions.
Accounting January 20, 2026
Accounting Undergrad Enrollment Continues to Climb
Enrollment in accounting undergraduate programs across the U.S. rose for the third straight year in fall 2025, according to the most recent data from the National Student Clearinghouse.
Technology January 18, 2026
Canopy Adds AI-Powered Tax Prep Through New Filed Integration
Canopy has announced the addition of AI-powered tax preparation to its accounting practice management software through a new integration with AI tax prep platform Filed.
Mergers and Acquisitions January 17, 2026
EisnerAmper Combines with MLCworks
The top 15 accounting firm has added MLCworks, a digital marketing and growth advisory firm based in Metairie, LA, in a deal that closed in early January.
Taxes January 15, 2026
IRS Posts Interim Rules on Permanent 100% Additional First-Year Depreciation Deduction
The Treasury Department and the IRS released interim rules on the additional first-year depreciation deduction for eligible depreciable property acquired and placed in service after Jan. 19, 2025, provided by the One Big Beautiful Bill Act.
Mergers and Acquisitions January 15, 2026
Doeren Mayhew Merges with Gerald Stinnett CPA in Georgia
The top 50 accounting firm has expanded its presence in the metro Atlanta area by acquiring Gerald Stinnett CPA, an accounting practice based in Suwanee, GA, effective Dec. 1, 2025.
Technology January 15, 2026
TaxStatus Rolls Out Tax Prep Checklist and Tax Return History Tools
TaxStatus has launched two new productivity tools designed to help financial advisors, accountants, and tax preparers improve accuracy, efficiency, and client readiness ahead of the 2025 filing season.
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
