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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

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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
PacketWatch and Eide Bailly Form Strategic Alliance

Accounting April 29, 2025 

PacketWatch and Eide Bailly Form Strategic Alliance

The modern digital landscape requires comprehensive services that combine cutting-edge technologies with cybersecurity expertise and business strategy.

Isaac M. O'Bannon

Xero Partners with BILL to Add Online BILL Payments for U.S. Users

Accounting April 29, 2025 

Xero Partners with BILL to Add Online BILL Payments for U.S. Users

Xero and BILL are helping small businesses to streamline their accounts payable and make cash flow management even easier and more accessible.

Isaac M. O'Bannon

Navneet Sharma Joins AICPA Accounting and Review Services Committee

Financial Reporting April 29, 2025 

Navneet Sharma Joins AICPA Accounting and Review Services Committee

Navneet Sharma, the U.S. assurance partner for KNAV US, has joined the AICPA’s Accounting and Review Services Committee (ARSC)—a distinguished recognition of his expertise in financial reporting and assurance.

Isaac M. O'Bannon

AuditBoard Launches AI Governance Solution

Technology April 29, 2025 

AuditBoard Launches AI Governance Solution

This solution enables customers to fast-track their AI risk management programs and drive responsible AI innovation and adoption at scale.

Isaac M. O'Bannon

Eide Bailly Adds Volpe Brown & Co. in Ohio

Mergers and Acquisitions April 28, 2025 

Eide Bailly Adds Volpe Brown & Co. in Ohio

This strategic move enhances the top 20 firm's presence in northeast Ohio and adds a team with more than 40 years of experience in client accounting services, complex reporting, tax, and advisory work.

Jason Bramwell

federal-income-tax-refunds11

Taxes April 28, 2025 

IRS Issued Nearly 75 Million Tax Refunds as of April 11, Data Shows

In total, the agency has issued roughly $228.7 billion in refunds so far during the 2025 tax season, up 3.9% from the $220.2 billion issued at this time last year.

AICPA Comments on Proposed Defunding of PCAOB

Auditing April 28, 2025 

AICPA Comments on Proposed Defunding of PCAOB

The House Financial Services Committee has released draft language to defund the PCAOB and transfer its activities to the Securities and Exchange Commission.

Isaac M. O'Bannon

Avalara Logo

Accounting June 3, 2025  Sponsored

Archived Webcast: Scale smarter: Automate sales tax to grow your CAS practice

Whether you're looking to launch a client advisory services (CAS) practice or expand an existing one, sales tax compliance presents a key opportunity for growth — and greater efficiency. Sign up today!

 Trump Floats New Income Tax Cut in Bid to Ease Tariff Impact

Taxes April 28, 2025 

Trump Floats New Income Tax Cut in Bid to Ease Tariff Impact

President Donald Trump suggested on April 27 that his sweeping tariffs would help him reduce income taxes for people making less than $200,000 a year, as public anxiety rises over his economic agenda.

 Trump’s Poll Numbers Drop Near 100-Day Mark, Raising Tax-Plan Stakes

Taxes April 28, 2025 

Trump’s Poll Numbers Drop Near 100-Day Mark, Raising Tax-Plan Stakes

Voter discontent with President Donald Trump’s economic stewardship is sinking his popularity as he approaches the symbolic 100-day mark of his second term, ratcheting up pressure on congressional Republicans to pass his tax plan.

CAQ Releases Updated Research Exploring Key Trends in Accounting Career Pipeline 

Staffing April 28, 2025 

CAQ Releases Updated Research Exploring Key Trends in Accounting Career Pipeline 

The Center for Audit Quality released a new report exploring shifts in student perceptions of accounting and identifying messaging strategies to attract the next generation of accountants.

Isaac M. O'Bannon

Taxpayer Fails Test on Frivolous Tax Claim 

Taxes April 28, 2025 

Taxpayer Fails Test on Frivolous Tax Claim 

Tax Court judges are notoriously a no-nonsense bunch. They consistently deny claims by taxpayers that are considered to be “frivolous” in nature.

Ken Berry, JD

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