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Latest Articles

The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Featured Articles

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2026 Year-End Tax Planning Tips – How to Boost Your 2027 Income Tax Refund (Or Reduce What You Owe)

October 25, 2026  

Halloween Spending Expected to Hit $13.5 Billion

October 24, 2026  

A Corrected Tax Document Arrived After Review. What Needs to Reopen?

October 24, 2026  

Offer in Compromise, Installment Agreement or Currently Not Collectible: Helping Clients Pick the Right IRS Path

October 24, 2026  

MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms
LeaseCrunch Rebrands as Crunchafi—a Broader Vision for CPA Firms

Accounting June 25, 2025 

LeaseCrunch Rebrands as Crunchafi—a Broader Vision for CPA Firms

Crunchafi (pronounced crunch-uh-fy) blends the legacy of “crunching numbers” with a forward-looking focus on accounting and financial intelligence.

Isaac M. O'Bannon

Xero to Acquire Melio, a Leading U.S. SMB Bill Pay Solution

Accounting June 24, 2025 

Xero to Acquire Melio, a Leading U.S. SMB Bill Pay Solution

The acquisition is expected to be funded through a mix of cash and equity. The upfront consideration will be US$2.5 billion (A$3.9 billion) in cash and equity consideration.

Isaac M. O'Bannon

Growth chart trees1 1  59b20fadd2605

CAS June 24, 2025 

You Don’t Have to Chase the Sugar High of Private Equity: Why CLA Believes in Organic Growth and the Power of Partnership

Clients need a partner who understands their world, who’s in it for the long haul, and who can bring the full weight of a seamlessly integrated team to help them thrive. 

GOP Considers Canceling Recess to Wrap Up Trump’s Tax Bill

Taxes June 24, 2025 

GOP Considers Canceling Recess to Wrap Up Trump’s Tax Bill

Republican leaders are stepping on the gas to get the giant budget package to President Donald Trump's desk before his July 4 deadline.

As ICE Raids Continue, How Do Employers Know if Their Workers Are Legal?

Small Business June 24, 2025 

As ICE Raids Continue, How Do Employers Know if Their Workers Are Legal?

While the government’s E-Verify system is regarded as an increasingly reliable — although not infallible — way of weeding out undocumented workers, few businesses use it.

Deloitte Unveils Human Capital AI Solution Suite

Technology June 24, 2025 

Deloitte Unveils Human Capital AI Solution Suite

The human capital AI solution suite is geared for the human resources function, designed to provide organizations with the data and insights they need to effectively navigate the uncertainty and rapidly moving impacts of AI on the workforce and how work gets done.

Jason Bramwell

Gartner Predicts that 17% of Total Cyberattacks Will Involve Generative AI by 2027

Accounting June 24, 2025 

Gartner Predicts that 17% of Total Cyberattacks Will Involve Generative AI by 2027

The adoption of AI and generative AI continue to increase investments in security software markets like application security, data security and privacy, and infrastructure protection.

Isaac M. O'Bannon

Consumer Confidence Dropped More than Expected in June

General News June 24, 2025 

Consumer Confidence Dropped More than Expected in June

U.S. consumer confidence unexpectedly declined in June, underscoring lingering anxiety about the potential impacts on the economy and job market from higher U.S. import duties.

AICPA Submits Recommendations to Senate Finance Committee on Reconciliation Bill

Accounting June 24, 2025 

AICPA Submits Recommendations to Senate Finance Committee on Reconciliation Bill

The AICPA submitted a letter to Senate Finance Committee leadership which included its endorsements, its concerns regarding the PTET SALT deduction, its request for clarification of the SALT proposal and two other recommendations.

Isaac M. O'Bannon

robots working on a automobile assembly line 1  5501d6a7390c3

Small Business June 24, 2025 

Layoffs from Trump Tariffs Ripple Across Auto Parts Industry

Trump’s shifting stances on trade and tariffs have upended the planning of many companies that provide parts and equipment to big automakers.

RSM US Launches New AI-Powered Tax Platform

Technology June 24, 2025 

RSM US Launches New AI-Powered Tax Platform

The top five accounting firm said its new myRSM Tax ecosystem "demonstrates how cutting-edge AI is transforming client service, streamlining operations, and empowering professionals across the firm."

Jason Bramwell

Forvis Mazars Launches U.S. Financial Services Regulatory Center

Firm Management June 24, 2025 

Forvis Mazars Launches U.S. Financial Services Regulatory Center

The new center showcases the firm’s U.S. regulatory expertise and complements the firm’s longstanding Global Financial Services Regulatory Centre.

Isaac M. O'Bannon

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