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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

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

October 24, 2026  

ClicData Launches MCP Server to Bring Trusted Business Data to AI Assistants for Midmarket Teams
PCAOB’s Latest ‘Audit Focus’ Explores Challenges of Auditing Accounting Estimates

Auditing May 21, 2025 

PCAOB’s Latest ‘Audit Focus’ Explores Challenges of Auditing Accounting Estimates

Auditing accounting estimates is the topic of the latest edition of "Audit Focus," a series of PCAOB publications that aims to provide easy-to-digest information to auditors.

Jason Bramwell

Analysis of Tax Issues in Trump’s ‘One Big, Beautiful Bill’ Available for Download

Taxes May 21, 2025 

Analysis of Tax Issues in Trump’s ‘One Big, Beautiful Bill’ Available for Download

Instantly access a unified, organized summary of every section in the legislative bill, highlighting what matters most for tax planning and compliance.

 House Republicans Close in on Deal for $40,000 SALT Cap

Taxes May 21, 2025 

House Republicans Close in on Deal for $40,000 SALT Cap

Republicans Wednesday were closing in a on deal to raise the cap on deducting state and local taxes to $40,000 a year, a key breakthrough that would boost passage of President Trump’s sprawling budget bill.

 Trump’s ‘Big, Beautiful’ Tax Bill Will Add $3.8 Trillion to Deficit, CBO Says

Taxes May 21, 2025 

Trump’s ‘Big, Beautiful’ Tax Bill Will Add $3.8 Trillion to Deficit, CBO Says

An analysis of the bill by the Congressional Budget Office also found that the lowest-income households will see their resources drop.

New AI Tax System Integrates with Existing Systems and Workflows to Automate Tax Preparation

Technology May 21, 2025 

New AI Tax System Integrates with Existing Systems and Workflows to Automate Tax Preparation

Filed automates the complete lifecycle of a tax return–from structuring diverse client documents to validating returns and proactively flagging anomalies based on firm-defined rules.

Isaac M. O'Bannon

Speakers on the Economy, Geopolitics and the Evolution of Accounting Highlight AICPA & CIMA ENGAGE 2025

Accounting May 21, 2025 

Speakers on the Economy, Geopolitics and the Evolution of Accounting Highlight AICPA & CIMA ENGAGE 2025

Other session topics will include private equity investment in the profession, the integration of artificial intelligence in different service lines and strategies to optimize talent.

Isaac M. O'Bannon

Rightworks Community Serves as a One-Stop Resource Hub for Accounting and Tax Professionals

Accounting May 21, 2025 

Rightworks Community Serves as a One-Stop Resource Hub for Accounting and Tax Professionals

Rightworks' online platform offers accounting and tax professionals the latest tools, insights, and actionable strategies from some of the profession’s most trusted advisors to help drive progress and inspire future-forward firms.

Jason Bramwell

ISACA Launches Advanced AI Audit Certification

Auditing May 21, 2025 

ISACA Launches Advanced AI Audit Certification

The new credential is designed to meet the needs of IT auditors who are facing an evolving tech and compliance landscape with artificial intelligence at the forefront, the ISACA says.

Jason Bramwell

BMSS Makes Strategic Investment in Technology Platform Knuula

Accounting May 21, 2025 

BMSS Makes Strategic Investment in Technology Platform Knuula

The top 100 firm said this week that it recently invested in Knuula, a Frisco, TX-based technology platform that specializes in generating engagement letters and other documents for accounting firms.

Jason Bramwell

 Suburban Chicago Accountant Accused in $10M COVID-19 Unemployment Fraud Scheme

Accounting May 21, 2025 

Suburban Chicago Accountant Accused in $10M COVID-19 Unemployment Fraud Scheme

Hiam Hmaidan, 53, of Oak Lawn, IL, was arrested May 8 on a six-count indictment that became public last week charging her with mail fraud and conspiracy to commit mail fraud. She pleaded not guilty.

 Philadelphia-Area Accountant Pleads to Filing Nearly $220,000 in False Tax Reports

Accounting May 21, 2025 

Philadelphia-Area Accountant Pleads to Filing Nearly $220,000 in False Tax Reports

James J. Sirleaf, 65, of Darby, PA, pleaded guilty to 15 counts of aiding and assisting in the preparation of false income tax returns and three counts of filing false personal income tax returns for himself.

Poll Reveals Divide Between Gen Z and Older Americans on Finances and Economy

Payroll May 21, 2025 

Poll Reveals Divide Between Gen Z and Older Americans on Finances and Economy

Recent polling of nearly 20,000 American adults by NBC News indicates Gen Zers are more likely than older adults to feel their finances improved from a year ago.

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