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

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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

October 24, 2026  

Three Rules for Junior Accountants Competing With AI
IRS Criminal Investigators in Chicago Are Being ‘Deputized’ as Immigration Enforcers

IRS May 14, 2025 

IRS Criminal Investigators in Chicago Are Being ‘Deputized’ as Immigration Enforcers

The Trump administration’s refocusing of federal resources on immigration has landed at the Chicago office of IRS-CI, where agents are now being prepared for unprecedented special assignments to help track down undocumented immigrants.

OneStream Unveils Four New AI Solutions for Finance Teams

Technology May 14, 2025 

OneStream Unveils Four New AI Solutions for Finance Teams

OneStream announced on May 13 the release of four new SensibleAI solutions, which are embedded throughout the enterprise finance management platform across planning and forecasting, close and consolidations, and reporting and analytics processes.

Jason Bramwell

Intuit Rolls Out New Features for QuickBooks Online Accountant

Technology May 14, 2025 

Intuit Rolls Out New Features for QuickBooks Online Accountant

Intuit recently implemented its latest round of changes to QuickBooks based on feedback from accountants, primarily focused in the areas of accounts payable and accounts receivable, workflow efficiency, and Intuit Enterprise Suite.

Jason Bramwell

Sage Unveils New AI-Driven Tools and Innovations for Sage Intacct

Technology May 14, 2025 

Sage Unveils New AI-Driven Tools and Innovations for Sage Intacct

Sage announced a new wave of artificial intelligence-powered automation and industry innovations for Sage Intacct, with updates that improve accuracy, reduce reconciliation effort, and simplify contract, fundraising, and project workflows.

Jason Bramwell

 7 Surprising Signs You’re Burning Out at Work, According to Experts

Accounting May 14, 2025 

7 Surprising Signs You’re Burning Out at Work, According to Experts

Business experts reveal the seven silent signs of job burnout you might already be experiencing—plus what to do about them before it starts impacting your mental health, productivity, and long-term career.

The Biggest Losers in the GOP Plan to Slash Clean Energy Tax Incentives

Taxes May 14, 2025 

The Biggest Losers in the GOP Plan to Slash Clean Energy Tax Incentives

The draft framework put out Monday by the Ways and Means Committee takes aim at billions of dollars of incentives in the Inflation Reduction Act, including tax credits for electric vehicles and solar and wind projects.

Leave Charitable Property Gift Appraisals to the Pros

Taxes May 14, 2025 

Leave Charitable Property Gift Appraisals to the Pros

Generally, you can deduct the fair market value (FMV) of appreciated property donated to charity if you’ve owned the property longer than a year.

Ken Berry, JD

Mixed Tax Results for Taxpayer on Legal Settlement

Taxes May 14, 2025 

Mixed Tax Results for Taxpayer on Legal Settlement

Although damages paid due to physical injuries are tax-exempt, other payments for non-physical injuries are generally subject to tax. In this case, a man who claimed he was injured while he was incarcerated walked away with a split decision.

Ken Berry, JD

 Corporate Finance Has an AI Talent and Skills Gap Problem, Study Finds

Technology May 14, 2025 

Corporate Finance Has an AI Talent and Skills Gap Problem, Study Finds

AI readiness tapers off considerably from college-age finance students to senior finance professionals, exposing a key AI skills gap at a time when AI-driven finance is critical to business growth, according to a new OneStream study.

Jason Bramwell

Shaping the Future of Accounting Discussed at Indiana CPA Society’s Vision2027 Forum

Accounting May 14, 2025 

Shaping the Future of Accounting Discussed at Indiana CPA Society’s Vision2027 Forum

The second annual event, which was held on May 8, is designed for professionals, educators, policy influencers, and business leaders seeking actionable insights into the future of accounting and finance.

Jason Bramwell

 Republicans Could Reach SALT Compromise Wednesday, Johnson Says

Taxes May 14, 2025 

Republicans Could Reach SALT Compromise Wednesday, Johnson Says

House Republicans could land on a compromise on the state and local tax deduction on Wednesday, a deal that would represent a breakthrough in one of the thorniest policy debates in President Donald Trump’s economic package.

Lead Magnets That Actually Work for Accounting Firms

Accounting May 13, 2025 

Lead Magnets That Actually Work for Accounting Firms

The success of your marketing often hinges on the strength of your lead magnets. If you want real engagement, you need a lead magnet that solves a specific problem, builds trust, and reflects your firm’s personality.

Becky Livingston

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