Technology August 26, 2026
5 Questions to Ask About Client Data Security in a Hosted Environment
Here are five practical, vendor-neutral questions an accounting or tax firm should ask before choosing any provider.
Technology August 26, 2026
Here are five practical, vendor-neutral questions an accounting or tax firm should ask before choosing any provider.
Accounting August 25, 2026
In short, market volatility is creating an impasse. You need to reduce costs and deal with increased operational demands. Solve for one, and you make the other harder.
Accounting August 25, 2026
The market is evolving rapidly, prompting the industry to embrace forthcoming changes.
Taxes August 25, 2026
He met presidents and attended the Emmys, and had meet-and-greets with Matt Damon, Benedict Cumberbatch, Mark Ruffalo, and other celebrities.
Taxes August 24, 2026
There’s an ongoing legal debate taking place in the courts over the self-employment tax treatment of partnership income that is flying below the radar for many busy tax professionals.
Financial Reporting August 21, 2026
Generative AI won’t replace accountants, but accountants who use AI will outperform those who don’t.
Firm Management August 21, 2026
Without scalable infrastructure, even strong firms start relying on heroics, and quality, margins, and responsiveness get harder to protect.
Financial Reporting August 21, 2026
Finance leaders and CPAs have a responsibility to establish governance, transparency, and controls that make AI trustworthy.
Taxes August 21, 2026
The short story is that full amount of a personal legal settlement is generally taxable as ordinary income at rates currently topping out at 37%.
CAS August 20, 2026
The question for accountants now is how do you turn ambition around agentic AI into commercial value.
Artificial Intelligence August 19, 2026
When used strategically, ChatGPT can help CPA firms analyze client feedback, identify recurring concerns, understand changing expectations, and spot patterns that may indicate satisfaction or retention risks.
Advisory August 18, 2026
When we treat tax planning, tax strategy, and tax projections as if they're the same thing, clients get confused, our best work gets buried, and we leave high-quality, high-value work on the table.