CAS July 9, 2026
Stop Billing for Data Entry. Start Charging for Judgment
If software does the data entry, what are you selling? The firms with the best answer are pricing past the trend.
Accounting February 3, 2025
AI & Outsourcing: A Winning Combination for Productivity
Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.
Taxes February 3, 2025
The Biggest Tax Credit Many People Miss: The EITC
One in five eligible taxpayers don’t claim this credit worth up to $7,830.
CAS February 3, 2025
Know Your Numbers for Success: Critical KPIs to Track When Working with an Outsourced Accounting Team
You should be aware of, and monitor specific Key Performance Indicators (KPIs) to ensure seamless integration and effectiveness of your outsourcing team.
Taxes February 3, 2025
Brigham Young University Wins 23rd Annual Deloitte FanTAXtic National Case Study Competition
Students from Brigham Young University won Deloitte’s 2025 FanTAXtic national case study competition. Baruch College and the University of Florida came in 2nd and 3rd.
Taxes February 2, 2025
Products Most Likely to Increase in Cost Due to Tariffs, From Avocados to Cars
The tariffs are due to take effect at 12:01 am on Tuesday. Here’s a look at key imports from the three counties that could become more costly.
January 31, 2025
Arax Investment Partners Acquires Cedrus Financial
Arax Investment Partners (“Arax”), a premier wealth and asset management platform company backed by RedBird Capital Partners (“RedBird”), today announced that it has acquired Cedrus Financial (“Cedrus”), an established RIA headquartered in Littleton, Colorado, managing around $1 billion in assets under management. Financial terms of the transaction were not disclosed. The acquisition marks the latest...…
Taxes January 31, 2025
Top 10 States Whose Residents Are Most Eager for Their Tax Refund
A new study from LLC.org has found that tax refund anticipation is particularly pronounced in southern states, many of which have the lowest median household incomes in the U.S.
Firm Management January 31, 2025
Platform Accounting Group Expands in New York City
Holladay, UT-based Platform Accounting Group has added New York City-based AKM Advisors, formerly known as Adelman Katz & Mond, an accounting firm that has been in practice for more than 35 years and offers a wide range of financial services to clients.
Taxes January 31, 2025
AICPA Asks IRS to Lessen Burden on Tax-Exempt Organizations in Foreign Filing Process
In a letter submitted to the IRS on Jan. 27, the AICPA requested that the tax agency and the Treasury Department provide exemptions to, or streamlined reporting for, certain foreign filings required by exempt organizations.
Technology January 31, 2025
Acumatica to Debut AI Studio, Acumatica Labs in 2025
Cloud enterprise resource planning provider Acumatica announced this week several updates and enhancements it will release in 2025 for small and midsized businesses.
Taxes January 31, 2025
Bipartisan Senate Duo Wants to Tax More Companies Out of Russia
Senate Finance Committee members Catherine Cortez Masto (D-Nev.) and John Cornyn (R-Texas) introduced legislation Thursday to stop companies from deducting or claiming credits on their U.S. tax bills for taxes paid to Russia.
Payroll January 30, 2025
Initial Social Security COLA Predictions Are in for 2026
For those living on a fixed income such as Social Security, a key part of financial planning may include keeping tabs on next year’s cost of living adjustment, and right now they’re looking pretty low.