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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
economy1

Small Business October 14, 2025 

CEO Confidence Inches Up in Q3 as Leaders Navigate Policy Changes

While federal policy dominated worries in Q2, leaders are now expressing concerns about customers' increasingly cautious behavior and the subsequent slowing of the sales cycle.

Isaac M. O'Bannon

Deloitte, Other Contractors Pressed by Senators on Errors in Medicaid Eligibility Systems

Advisory October 14, 2025 

Deloitte, Other Contractors Pressed by Senators on Errors in Medicaid Eligibility Systems

Failures have resulted in the erroneous loss of health coverage and other vital safety-net benefits for low-income people. Malfunctions in those systems can cost millions and take years to fix.

Vertex Achieves Oracle Validated Integration for ERP Solution

Financial Reporting October 14, 2025 

Vertex Achieves Oracle Validated Integration for ERP Solution

To achieve Oracle Validated Integration, partners such as Vertex demonstrate their integrated offering aligns with Oracle integration best practices and performs as documented.

LendingTree Founder and CEO Doug Lebda, Who Started His Career at PwC, Dies in ATV Accident

Accounting October 14, 2025 

LendingTree Founder and CEO Doug Lebda, Who Started His Career at PwC, Dies in ATV Accident

Lebda, who worked at PwC as an auditor and consultant from 1992 to 1996, was a pioneer in the fintech industry during the advent of the internet. His idea was for a company that let customers comparison shop for bank loans online.

5 Critical Moves Small Business Owners Should Make as Shutdown Freezes SBA Funding

Small Business October 14, 2025 

5 Critical Moves Small Business Owners Should Make as Shutdown Freezes SBA Funding

The government shutdown has frozen millions in Small Business Administration loans, creating immediate threats to small businesses’ cash flow and survival. A finance expert says they need a survival plan right now.

Verito Launches VeritComplete Program for Accounting Firms

Technology October 14, 2025 

Verito Launches VeritComplete Program for Accounting Firms

The solution bundles dedicated cloud infrastructure, 24/7 security operations center monitoring, and comprehensive IT support for tax and accounting practices.

Jason Bramwell

change management1 1  57a353c3b2cdd

Technology October 14, 2025 

Experiences 2025 – Calm Change Management in a Hectic World

While there are formal methodologies for change management as we cover later in this article, a common-sense assessment of what your team can handle can serve you well in the right situation.

Randy Johnston

TLS 2021 Zoom screenshot

Firm Management October 14, 2025 

Almost Work from Home (But from a Fancy Office)

Remote work is dead. Long live… plush offices that look like high-end residences where knowledgeable workers can pretend to work from home?

Govt shutdown 1  5c476d65119f3

AICPA October 14, 2025 

AICPA Recommends Relief Measures to Mitigate Negative Impact of Shutdown on Taxpayers and Practitioners

The AICPA is recommending relief measures that are fair, reasonable and practical to mitigate the negative impact of the shutdown on taxpayers and practitioners.

Isaac M. O'Bannon

 Most Workers Not Using AI Yet, But the Number is Growing, Says Poll

Payroll October 13, 2025 

Most Workers Not Using AI Yet, But the Number is Growing, Says Poll

Last year, 16% of workers surveyed said at least some of their work is done using AI. Since then, the number of respondents who said they use AI has increased by five percentage points.

This Common Work Habit Might Seem Productive But It’s Blocking Career Advancement

Payroll October 13, 2025 

This Common Work Habit Might Seem Productive But It’s Blocking Career Advancement

A business expert shares strategic tips for becoming more visible and promotable without increasing workload.

DSWD Gets Outside Investment From 119th Street Capital

Firm Management October 13, 2025 

DSWD Gets Outside Investment From 119th Street Capital

DSWD, a CPA and advisory firm with offices in Chicago and Frankfort, IL, announced on Oct. 9 that it has received an investment from 119th Street Capital, a Merrillville, IN-based family office that exclusively invests in privately owned financial services firms.

Jason Bramwell

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