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Latest Articles

Last Chance to Vote in the 2026 Readers’ Choice Awards!

Accounting April 17, 2026 

Last Chance to Vote in the 2026 Readers’ Choice Awards!

Each year, readers get the opportunity to show their support for the programs, hardware, services, and other technologies they use and trust.

Isaac M. O'Bannon

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IRS Introduces Process for Taxpayers to Request More Time Following a Rejected ERC Claim

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Form 990 Revisions Aimed at Cracking Down on Fraud by Tax-Exempt Groups, Treasury and IRS Say

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Right Goals, Wrong Argument? The Real Stakes in the Fight Over a 1% Income Tax Cut in Massachusetts

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Paychecks on Pause: Financial Lessons Everyone Can Learn From the Shutdown

Payroll October 29, 2025 

Paychecks on Pause: Financial Lessons Everyone Can Learn From the Shutdown

Millions of federal workers are currently living without pay. Here's what all of us can do to prepare for financial uncertainty.

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Taxes October 29, 2025 

AI Is Now a First Stop for Tax and Investing Questions – CPAs Need a Playbook Fast

AI has opened the door for thousands of interested taxpayers and investors to learn about investments strategies and tax reporting but can just as easily lead them astray.

AI and Autonomous Agents Redefine the Office of the CFO

Technology October 29, 2025 

AI and Autonomous Agents Redefine the Office of the CFO

Generative AI has surpassed traditional AI and machine learning as the most influential technology, with 25.9% of finance professionals calling it the top trend.

Isaac M. O'Bannon

AI vs. Human: The Professions that Think Most Like ChatGPT

Artificial Intelligence October 29, 2025 

AI vs. Human: The Professions that Think Most Like ChatGPT

The professions most cognitively aligned with ChatGPT aren’t tech developers or data scientists, but rather military officers and medical specialists.

Isaac M. O'Bannon

quicken2015mac-100408931-large1

Small Business October 29, 2025 

Quicken Adds Features for Self-Employed Workers

Features are designed to help self-employed workers ranging from small business owners, solopreneurs, and freelancers, to more effectively manage their professional and personal finances

Isaac M. O'Bannon

AICPA Honors 16 Forensic and Valuation CPAs

Accounting October 29, 2025 

AICPA Honors 16 Forensic and Valuation CPAs

The AICPA holds this annual conference to provide the profession with cutting-edge information and best practices shaping the future of the forensic and valuation services profession.

Isaac M. O'Bannon

Sovos Introduces New Use Tax Management Solution

Technology October 29, 2025 

Sovos Introduces New Use Tax Management Solution

Sovos recently launched OptiTax, a purpose-built use tax management solution designed to help businesses change their approach to use tax compliance from reactive to proactive financial optimization.

Jason Bramwell

Best Practices for Getting Client Buy-In and Building an Exceptional Experience

Advisory October 29, 2025 

Best Practices for Getting Client Buy-In and Building an Exceptional Experience

Whether you’re introducing a new advisory service, implementing technology, or changing how you deliver tax returns, getting client buy-in determines whether that change succeeds or stalls.

Arianna Campbell

CoinTracker Unveils Crypto Broker Tax Compliance Suite

Technology October 29, 2025 

CoinTracker Unveils Crypto Broker Tax Compliance Suite

CoinTracker has launched its Broker Tax Compliance Suite, a crypto-native tax reporting solution purpose built to meet the needs of crypto brokers and exchanges under new reporting regulations.

Jason Bramwell

Data from Lili’s Accountant AI Reveals Over Half of SMB Owners’ Questions Are About Taxes

Small Business October 29, 2025 

Data from Lili’s Accountant AI Reveals Over Half of SMB Owners’ Questions Are About Taxes

New data from Lili's Accountant AI tool shows that small business owners are most concerned about implementing the right tax structure and how they can save money on taxes.

Jason Bramwell

It’s PTIN Renewal Season: IRS Reminds Tax Pros of Deadline

Taxes October 29, 2025 

It’s PTIN Renewal Season: IRS Reminds Tax Pros of Deadline

To prepare and file taxes for other taxpayers, professionals must have a PTIN and renew it annually. The cost for the 2026 calendar year is $18.75.

Isaac M. O'Bannon

Americans Expected to Spend $860 Million on Halloween

Small Business October 28, 2025 

Americans Expected to Spend $860 Million on Halloween

Consumer spending for this Halloween is expected to be in the billions in various categories, but one category in particular is coming up just shy of that billion-dollar mark.

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