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Latest Articles

Nominations Open for 2026 ‘40 Under 40’ and ‘20 Under 40’ Awards

Accounting July 13, 2026 

Nominations Open for 2026 ‘40 Under 40’ and ‘20 Under 40’ Awards

The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession. Deadline is Nov. 2, 2026.

Isaac M. O'Bannon

Featured Articles

July 17, 2026  

Federal Cybersecurity Mandate Suspended: What the CMMC Pause Teaches Firms About Protecting Client Data

July 17, 2026  

The FAQ Strategy: Turning Client Questions Into High-Converting Content

July 17, 2026  

Michigan Lawmakers Revive Tax-the-Rich Push

July 17, 2026  

Federal Bill Would Nix 401(k) Early Withdrawal Penalty for Fertility Treatments

July 17, 2026  

831(b) Institute to Host Free CE Event in Chicago
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.

economy1

Payroll October 28, 2025 

U.S. Consumer Confidence Virtually Unchanged in October

Preliminary data suggest that consumers' holiday spending will be down this season compared to last year. Notably consumers expect to spend 3.9% less on gifts and 12% less on non-gifts.

handcuffs_1_.57b1f4e4e847b

Small Business October 28, 2025 

Retailers Continue to Contend with Rising Levels of Theft & Violence

Retailers reported an 18% increase in the average number of shoplifting incidents per year in 2024 versus 2023.

Isaac M. O'Bannon

PwC Reports Global Revenue of $56.9 Billion in 2025

Firm Management October 28, 2025 

PwC Reports Global Revenue of $56.9 Billion in 2025

However, PwC's year-over-year revenue growth of 2.7% in local currency terms and 2.9% in U.S. dollar terms was lower than that of its biggest competitors, Deloitte and EY.

Jason Bramwell

RSM US and RSM UK Green-Light Transatlantic Partnership

Firm Management October 28, 2025 

RSM US and RSM UK Green-Light Transatlantic Partnership

Under the new structure, 23,000 RSM professionals will operate across the U.S., the United Kingdom, Canada, Ireland, India, and El Salvador, generating aggregate annual revenues of $5 billion.

Jason Bramwell

life insurance 1  57577c90445e1

Financial Planning October 28, 2025 

Life Insurance Planning Tips Every Family Should Consider

The two biggest financial needs parents and caregivers should consider before purchasing life insurance are income replacement and future education costs.

How to Evaluate the Three Levels of Mental Health Care Coverage

General News October 28, 2025 

How to Evaluate the Three Levels of Mental Health Care Coverage

Adequate insurance coverage allows you the opportunity to utilize these levels as often as they need. Evaluate their policies now so a loved one can get the care they need.

Cities Could Dramatically Cut Childhood Poverty with Their Own Child Tax Credit Programs, Analysis Finds

Taxes October 28, 2025 

Cities Could Dramatically Cut Childhood Poverty with Their Own Child Tax Credit Programs, Analysis Finds

Municipal programs could move the needle with relatively small amounts of money: offering $1,000 or less per year to low- and middle-income families could cut child poverty rates by 25% in several cities.  

IRS Data Shows Average Tax Refund Amount Up Nearly 2% From Last Year

Taxes October 28, 2025 

IRS Data Shows Average Tax Refund Amount Up Nearly 2% From Last Year

With the Oct. 15 deadline for extension filers now in the rear-view mirror, the IRS last week released updated 2025 tax season statistics, which show a slight uptick in total tax returns received and the average tax refund amount compared to mid-October of 2024.

Jason Bramwell

Solver Announces New Integration with Microsoft Fabric

Technology October 28, 2025 

Solver Announces New Integration with Microsoft Fabric

The integration enables Solver customers working in various industries access to best-of-breed planning and reporting solutions.

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Technology October 28, 2025 

Finance Teams Are Struggling to Keep Pace with Global Complexity, Compliance, and the Rise of AI

While 74% of teams say they’re being pulled into more strategic roles, they’re also losing 11 hours per week—or nearly 72 workdays per year—to manual AP tasks that stifle productivity and growth.

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