Technology August 1, 2024
TaxPlanIQ Users Have Achieved Over $1B in Tax Savings with Tax Planning Software
Each taxpayer saves an average of $41,700 through the firm’s use of TaxPlanIQ’s advanced tax planning software.
Firm Management July 31, 2024
CBIZ Reaches Deal to Acquire Fellow Top 15 Firm Marcum
The 2.3-billion-dollar megadeal announced July 31 is expected to close later this year and would put CBIZ among the top 10 U.S. firms.
Taxes July 30, 2024
IRS Updates Clean Vehicle Tax Credit FAQs
The updated FAQs, issued July 26, pertain to the New, Previously Owned, and Qualified Commercial Clean Vehicle Credits.
Payroll July 30, 2024
Labor Challenges Persist Among Mostly Confident Business Owners, According to CBIZ Index
The need for skilled workers, a lack of pricing power, and marginal pressures are the biggest challenges right now for SMB owners.
Payroll July 30, 2024
CEOs Are Using These Tactics to Draw In and Retain Talent
A Marcum and Hofstra University survey highlights strategies CEOs are using to attract and retain talent in this current job market.
Staffing July 30, 2024
Lean Finance Teams Problematic For C-Suite Leaders, Survey Finds
An issue keeping most finance decision makers up at night is having lean or overextended teams, a new Paro survey reveals.
Artificial Intelligence July 30, 2024
KPMG Integrates AI Into Its Global Audit Platform
KPMG has added generative AI into KPMG Clara, which the firm said will provide a better experience for its auditors and clients.
Payroll July 30, 2024
Over Three in Four Adults Want Overhaul to U.S. Social Security System, Survey Says
Americans—especially Gen Xers and Millennials—are becoming increasingly alarmed about the Social Security system's solvency.
Firm Management July 29, 2024
Grant Thornton Adds 56 New PPMDs
The top seven accounting firm admitted 13 new partners and nine new principals and promoted 34 to managing directors.
Firm Management July 29, 2024
Ex-EY Executive to Take Over as Global CEO for Law Firm Dentons
Kate Barton, who retired from EY in June after a 35-year career at the Big Four firm, will take over as global CEO of Dentons Nov. 10.
IRS July 29, 2024
IRS Chief Receives NATP’s Inaugural Vanguard Award
Danny Werfel received this first-ever award from the National Association of Tax Professionals during Taxposium 2024 in Orlando.
Technology July 29, 2024
Armanino Integrates Generative AI Updates to Audit Ally
The firm has integrated GenAI into its SOC 2 assessment tool, streamlining client communication and task completion.
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
