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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 25, 2026  

2026 Comic Book Investing: A Mid-Year Report Card

July 25, 2026  

CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan)

July 24, 2026  

Spying Allegations Aside, Head of IRS and SSA Says Your Info is Safe with Him

July 24, 2026  

Illinois’ Digital Asset Tax Creates a New Compliance Regime for 2027

July 24, 2026  

Why Trump’s 50% Hockey Equipment Tariffs Are Unlikely to Hit U.S. Families
How Falling Behind on AI Implementation Could Cost Firms Clients and Talent

Risk Management June 22, 2026 

How Falling Behind on AI Implementation Could Cost Firms Clients and Talent

Firms are at risk of losing 24% of talent within two years if their firms fail to deliver on AI.

Isaac M. O'Bannon

 AI Visibility Implications for Your Accounting Thought Leadership: Focus and Go Deep or Don’t Bother

Marketing June 22, 2026 

AI Visibility Implications for Your Accounting Thought Leadership: Focus and Go Deep or Don’t Bother

Chin-stroking “sage advice” pieces and generic evergreen how-to topics aren’t actually thought leadership...

Dave Maney

What Firms Need to Know About MFA When Staff Change Mobile Phones or Devices

Firm Management June 22, 2026 

What Firms Need to Know About MFA When Staff Change Mobile Phones or Devices

Multi-factor authentication is one of the most important security controls a firm can maintain, but can cause headaches when changing devices.

Scott Carr

AARP Research Reveals $900 Billion ‘Grandparent Economy’

Retirement June 22, 2026 

AARP Research Reveals $900 Billion ‘Grandparent Economy’

Grandparents currently contribute over $172 billion in direct financial support to grandchildren each year, and $731 billion in care.

Isaac M. O'Bannon

Does AI Pose a Risk in Retirement Portfolios

Retirement June 21, 2026 

Does AI Pose a Risk in Retirement Portfolios

Major AI players have complicated, sometimes-circular financial arrangements with each other, many of them built on debt.

 Court Strikes Down Ballot Initiative to Lower Massachusetts Income Tax

Taxes June 18, 2026 

Court Strikes Down Ballot Initiative to Lower Massachusetts Income Tax

The Massachusetts Supreme Judicial Court stated that a summary of the proposal authored by Attorney General Andrea Campbell and used to collect required signatures was misleading and must be disqualified from appearing on the ballot.

Will Williams Appointed Global COO of KPMG

Firm Management June 18, 2026 

Will Williams Appointed Global COO of KPMG

KPMG announced several global and regional leadership appointments on June 17, including Will Williams taking over as the Big Four firm's global chief operating officer beginning Oct. 1.

Jason Bramwell

CFOs Increase Technology Investment Despite Record Low Economic Confidence

Financial Reporting June 18, 2026 

CFOs Increase Technology Investment Despite Record Low Economic Confidence

37% of finance leaders are optimistic about the U.S. economy over the next six months, the lowest level recorded in the survey question’s 20-quarter history.

Isaac M. O'Bannon

Accountaneur Advisory Launches Enterprise Attractiveness Score Tool to Help CPA Firm Owners Read the Private Equity Market Before a Buyer Knocks

Firm Management June 18, 2026 

Accountaneur Advisory Launches Enterprise Attractiveness Score Tool to Help CPA Firm Owners Read the Private Equity Market Before a Buyer Knocks

Private equity has reshaped the accounting profession more quickly than most expected.

New Zealand Accounting Firm Joins Abacus Worldwide

Firm Management June 18, 2026 

New Zealand Accounting Firm Joins Abacus Worldwide

The firm joins the association as a part of Abacus One, a membership category for solo practitioners who want to grow exponentially.

Isaac M. O'Bannon

Confusing CP53E Notices from IRS Results in AICPA Requesting Adjustments and Offering Recommendations on Their Use

Taxes June 18, 2026 

Confusing CP53E Notices from IRS Results in AICPA Requesting Adjustments and Offering Recommendations on Their Use

Many taxpayers were confused by the IRS notices, which some received simply for requesting overpayments be applied to next year's taxes.

Isaac M. O'Bannon

 Controversial California Billionaire Tax Proposal Declared Eligible for the November Ballot

Taxes June 18, 2026 

Controversial California Billionaire Tax Proposal Declared Eligible for the November Ballot

A proposal to tax California billionaires to fund healthcare has tentatively qualified for the November ballot, setting the stage for a more intense and expensive battle over whether the state should squeeze the ultra-rich.

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