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Latest Articles

What the 2026 ‘Protect Your Clients; Protect Yourself’ Campaign Means for Your Firm this Summer

Taxes July 12, 2026 

What the 2026 ‘Protect Your Clients; Protect Yourself’ Campaign Means for Your Firm this Summer

Get ready for next tax season with a real security program instead of a folder that only gets opened when an audit demands it.

Scott Carr

Featured Articles

July 11, 2026  

State CPA Society News & Updates – July 2026

July 10, 2026  

Michigan Tax Preparation Business Owner Charged with Fraud

July 10, 2026  

Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning

July 10, 2026  

The New Operating Model in Finance: Managing a Digital Workforce

July 10, 2026  

Commentary: Shoring Up Social Security with a Big Tax Hike? Bad Idea
Despite Political Promises, Californians are Stressed About Their Finances

Payroll May 9, 2025 

Despite Political Promises, Californians are Stressed About Their Finances

After voters in November sent a clear message that the rising cost of living remained a top concern, California lawmakers came to the state Capitol vowing to take decisive action.

 Trump Seeks Tax Hike on Wealthy Earning $2.5 Million or More

Taxes May 9, 2025 

Trump Seeks Tax Hike on Wealthy Earning $2.5 Million or More

The president’s proposal calls for creating a new 39.6% tax bracket for individuals earning at least $2.5 million, or couples making $5 million.

Poll: Trump Says Harvard Shouldn’t be Tax-Exempt, But Do Voters Agree?

Taxes May 9, 2025 

Poll: Trump Says Harvard Shouldn’t be Tax-Exempt, But Do Voters Agree?

According to a new Economist/YouGov poll of 1,850 U.S. adults, Americans are divided over whether Harvard’s tax-exempt status should be changed.

Man Who Made False Gun Threat at Kansas City IRS Campus Gets Prison Sentence

IRS May 9, 2025 

Man Who Made False Gun Threat at Kansas City IRS Campus Gets Prison Sentence

Anthony Alford, 46, of Kansas City, who was accused of making a false gun threat that set off an active shooter lockdown at the Kansas City IRS campus last year, has been sentenced to three years in prison.

How AI is Revolutionizing Financial Planning

Firm Management May 9, 2025 

How AI is Revolutionizing Financial Planning

AI uptake has been strong, with financial planners using AI to streamline client data collection, risk profiling, and communications.

Isaac M. O'Bannon

Sovos Joins AWS ISV Accelerate Program

Accounting May 9, 2025 

Sovos Joins AWS ISV Accelerate Program

The program helps AWS Partners drive new business by directly connecting participating ISVs with the AWS Sales organization.  

Isaac M. O'Bannon

Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards

Accounting May 9, 2025 

Ranking the Best Accounting and Tax Tech for 2025: Professionals Vote for Their Favorites in the Readers’ Choice Awards

Now in their 21st year, the awards allow tax and accounting professionals from various specialties to identify the technologies they have found to be essential to their practice, including performing client service functions, staff management, collaboration, resource management, payroll, communications, or other tasks.

Isaac M. O'Bannon

South Carolina Treasurer’s Office Under Investigation by State’s Inspector General

Accounting May 8, 2025 

South Carolina Treasurer’s Office Under Investigation by State’s Inspector General

The investigation follows a House decision not to take up a Senate resolution to remove Curtis Loftis as state treasurer this year over a $1.8 billion accounting error.

State CPA Society News & Updates – May 2025

May 8, 2025 

State CPA Society News & Updates – May 2025

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories.

Mary Girsch-Bock

Carl Peterson, Longtime Advocate for Small CPA Firms, Retires from AICPA

AICPA May 8, 2025 

Carl Peterson, Longtime Advocate for Small CPA Firms, Retires from AICPA

Peterson’s retirement caps a tenure at AICPA and a broader career defined by advocacy and an unwavering commitment to elevating the voices of small firms across the accounting profession.

Isaac M. O'Bannon

Dext Launches Two New Products in North America: Vault and Dext Self-Employed

Accounting May 8, 2025 

Dext Launches Two New Products in North America: Vault and Dext Self-Employed

The new products include Vault, an AI-powered document storage solution in Dext, and Dext Self-Employed, purpose-built to manage receipts, expenses, and financial documents for self-employed clients.

Isaac M. O'Bannon

san franc 1  5494627783d39

Payroll May 8, 2025 

Tech Industry Jobs and Layoff Woes Jolt San Francisco Bay Area

The Bay Area tech industry’s jobs sector has nosedived to kick off 2025, a plunge punctuated by layoff plans recently disclosed by a San Jose company.

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