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Latest Articles

3 Cybersecurity Priorities Before Tax Season 

Firm Management October 29, 2026 

3 Cybersecurity Priorities Before Tax Season 

There are significant gaps in the key protections firms use to safeguard sensitive financial and client data.

Isaac M. O'Bannon

Featured Articles

October 29, 2026  

AICPA Proposes Update of SOC 2 Trust Services Criteria to Enhance the Relevance, Usability and Value of CPAs’ Reports

October 29, 2026  

Illinois Gov. JB Pritzker Again Takes Dim View of Chicago Mayor’s Head Tax Plan

October 29, 2026  

Do These 5 Things Before the End of 2026, IRS Urges

October 29, 2026  

IRS Issues FAQs on Tax Relief for Dyed Diesel Fuel Highway Use

October 29, 2026  

The Five Stages of Selling Your Firm
Arax Investment Partners Adds Omni Financial Advisory Group 

Mergers and Acquisitions March 30, 2026 

Arax Investment Partners Adds Omni Financial Advisory Group 

Omni Financial Advisory Group is a boutique financial advisory practice headquartered in Poughkeepsie, New York.  

Isaac M. O'Bannon

Square Expands Business Lending Program

Small Business March 30, 2026 

Square Expands Business Lending Program

The company says it extends credit to businesses that traditional financial institutions deem too risky or too small.

Dext Unveils Time Spent to Give Accountants and Bookkeepers Real Visibility Into Team Productivity

Accounting March 30, 2026 

Dext Unveils Time Spent to Give Accountants and Bookkeepers Real Visibility Into Team Productivity

The feature gives accounting and bookkeeping firms clear visibility into how their teams spend time across clients. 

Isaac M. O'Bannon

 Michigan Marijuana Industry Files Second Lawsuit Over 24% Tax

Taxes March 30, 2026 

Michigan Marijuana Industry Files Second Lawsuit Over 24% Tax

The lawsuit argues that the taxing structure set up by the state compounds the levies on marijuana and overinflates a state sales tax constitutionally required to stay at or below 6%.

 6 Biggest Cybersecurity Mistakes CEOs Make

Technology March 30, 2026 

6 Biggest Cybersecurity Mistakes CEOs Make

A cybersecurity expert exposes the costly leadership mistakes that put organizations at risk, from poor password culture to neglecting employee training.

House Budget Chairman Says Reconciliation Bill to Target ‘Fraud’ in EITC, Other Means-Tested Programs

Taxes March 30, 2026 

House Budget Chairman Says Reconciliation Bill to Target ‘Fraud’ in EITC, Other Means-Tested Programs

House Budget Chairman Jodey C. Arrington (R-TX) outlined an agenda for the bill on March 27, which includes targeting fraud in the earned income tax credit program and finding savings in other means-tested benefit programs.

 7 Daily Habits to Help Your Firm’s Remote Workers Overcome Impostor Syndrome

Payroll March 30, 2026 

7 Daily Habits to Help Your Firm’s Remote Workers Overcome Impostor Syndrome

A business expert shares seven actionable strategies to help remote employees overcome self-doubt and build lasting confidence.

 6 Warning Signs a Business Lacks a Real Exit Strategy

Small Business March 30, 2026 

6 Warning Signs a Business Lacks a Real Exit Strategy

More than 80% of people across all generations agree that having an exit strategy is essential for their business's future, yet companies often remain unprepared.

 Are You ‘Spaving’? How to Save Instead of Overspend

Payroll March 30, 2026 

Are You ‘Spaving’? How to Save Instead of Overspend

Chasing free shipping and discounts feels thrifty. The math can work in your favor, if you do it right.

 IRS Data: As of March 20, the Average Tax Refund is $3,571

Taxes March 30, 2026 

IRS Data: As of March 20, the Average Tax Refund is $3,571

The latest statistics from the Internal Revenue Service showed that, as of March 20, the average tax refund this year is $3,571, a 10.9% increase from last year’s average of $3,221.

In the Age of AI, Recovery Audits Become ‘Secret Weapon’ for Tech-Savvy CFO’s 

Financial Reporting March 30, 2026 

In the Age of AI, Recovery Audits Become ‘Secret Weapon’ for Tech-Savvy CFO’s 

Chief financial officers are doubling down on digital transformation, agentic AI, and data quality as they work to strengthen financial operations and reduce risk.

Cetrom Awarded TMCnet’s Zero Trust Security Excellence for 2025

Technology March 30, 2026 

Cetrom Awarded TMCnet’s Zero Trust Security Excellence for 2025

TMC, a global, integrated media company, has named Cetrom's Complete Managed Security Solutions as a 2025 TMCnet Zero Trust Security Excellence winner. 

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