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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
 Opinion: AI is Hastening the Résumé’s Demise. Good Riddance

Payroll March 25, 2026 

Opinion: AI is Hastening the Résumé’s Demise. Good Riddance

Artificial intelligence isn’t just being blamed for killing jobs; it’s exposing the fundamental flaw in one of hiring’s oldest tools: the résumé.

 Ohio State Rep Wants to Repeal Taxes on Residents’ Capital Gains

Taxes March 25, 2026 

Ohio State Rep Wants to Repeal Taxes on Residents’ Capital Gains

State Rep. Tom Young is pushing to exempt Ohioans' capital gains from the state income tax, with the hope of making Ohio a more attractive place to invest and do business.

wheelchair-1629490 pixabay kimkin_960_720

Taxes March 24, 2026 

More Individuals with Disabilities Now Eligible for ABLE Accounts in 2026

ABLE accounts can be created by eligible individuals to support themselves, by family members to support their dependents, or by guardians.

28% of Fortune 1000 Now Active in Clean Energy Tax Credit Market

Taxes March 24, 2026 

28% of Fortune 1000 Now Active in Clean Energy Tax Credit Market

Total tax credit monetization reached $63 billion in 2025, a 27% year-over-year increase.

Isaac M. O'Bannon

AvidXchange and COCC Partner to Drive Accounts Payable Innovation for Financial Institutions

Accounting March 24, 2026 

AvidXchange and COCC Partner to Drive Accounts Payable Innovation for Financial Institutions

AvidXchange will bring its suite of AP automation and payment solutions to COCC’s extensive network of financial institutions through a streamlined process.

Isaac M. O'Bannon

Sovos Adds New Capabilities to Sovi AI

Technology March 24, 2026 

Sovos Adds New Capabilities to Sovi AI

Sovos announced a major expansion of Sovi AI on March 24, introducing new capabilities for tax and regulatory guidance, intelligent automation, compliance insights, and agent interoperability.

Jason Bramwell

CohnReznick’s Valuation Advisory Practice Enhances Valuation Services

Technology March 24, 2026 

CohnReznick’s Valuation Advisory Practice Enhances Valuation Services

CohnReznick is enhancing its ability to analyze large and complex data sets, increase consistency across valuation models, and provide clients with deeper insights.

Isaac M. O'Bannon

Springline Advisory Brings Aboard Cg Advisory in New Jersey

Mergers and Acquisitions March 24, 2026 

Springline Advisory Brings Aboard Cg Advisory in New Jersey

Dallas-based financial and business advisory firm Springline Advisory, which provides accounting and advisory services to the middle market, has added Tinton Falls, NJ-based advisory firm Cg Advisory to its platform.

Jason Bramwell

 Kentucky Women Sue to End ‘Arbitrary, Irrational’ Sales Tax on Feminine Products

Sales Tax March 24, 2026 

Kentucky Women Sue to End ‘Arbitrary, Irrational’ Sales Tax on Feminine Products

Arguing that Kentucky is discriminating against women on the basis of sex by taxing period products like tampons and pads, two women are asking a Louisville court to revoke the tax and rule it unconstitutional.

TaxGPT Releases Autonomous Tax Workflow Agent

Technology March 24, 2026 

TaxGPT Releases Autonomous Tax Workflow Agent

TaxGPT has launched the Tax Prep Agent, which the company touts as a first-to-market autonomous AI that reads source documents, uses tax software as a human preparer does, and completes returns from start to finish—all in a secure environment.

Jason Bramwell

Can a Taxpayer Recover Attorney Fees When Challenging the IRS?

Taxes March 24, 2026 

Can a Taxpayer Recover Attorney Fees When Challenging the IRS?

Even if you’re the prevailing party in the matter, you still must pay the tab if the IRS shows that it was substantially justified in taking its position.

Ken Berry, JD

 Social Security Recipients Get Some Bad News

Benefits March 24, 2026 

Social Security Recipients Get Some Bad News

Last week, the non-partisan Congressional Budget Office forecasted the Social Security trust fund is set to run out a year earlier than previously estimated.

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