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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 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

October 24, 2026  

Three Rules for Junior Accountants Competing With AI
RMDs Must Start by April 1 for Retirees Over 73

Payroll March 14, 2025 

RMDs Must Start by April 1 for Retirees Over 73

In most cases, retirees who turned 73 in 2024 must begin receiving payments from Individual Retirement Arrangements (IRAs), 401(k)s and similar workplace retirement plans by Tuesday, April 1, 2025.

Isaac M. O'Bannon

 Trump Mulls Eliminating Income Taxes for People Who Earn Less Than $150,000

Taxes March 14, 2025 

Trump Mulls Eliminating Income Taxes for People Who Earn Less Than $150,000

In a Tuesday night CBS interview with U.S. Commerce Secretary Howard Lutnick, the federal official stated President Trump hopes to eliminate income taxes for people who earn less than $150,000 a year.

6 State CPA Society Leaders Address CPA Licensure Requirement Changes

Accounting March 14, 2025 

6 State CPA Society Leaders Address CPA Licensure Requirement Changes

As leaders of state CPA societies across the country, we want to set the record straight and provide clarity on what these changes mean for the profession and its future.

 Oz Reportedly Underpaid Social Security and Medicare Taxes in 2022 and 2023

Taxes March 14, 2025 

Oz Reportedly Underpaid Social Security and Medicare Taxes in 2022 and 2023

President Trump's pick to lead the Centers for Medicare and Medicaid Services, Dr. Mehmet Oz, is set to have his confirmation hearing before senators on Friday, a day after reports surfaced that he may have “significantly” underpaid Social Security and Medicare taxes in recent years.

Jason Bramwell

BlackLine Announces 2024 Partner Award Winners, Recognizing Excellence in Digital Finance Transformation

Accounting March 14, 2025 

BlackLine Announces 2024 Partner Award Winners, Recognizing Excellence in Digital Finance Transformation

BlackLine has introduced two new distinctions—Growth Accelerator and Innovation—to spotlight partners making transformative contributions to customer growth and digital finance innovation.

Isaac M. O'Bannon

Judge Orders Federal Agencies to Reverse Layoffs

Payroll March 14, 2025 

Judge Orders Federal Agencies to Reverse Layoffs

A federal judge in California on March 13 ordered six agencies to reinstate the employment of probationary employees who were fired by the Trump administration.

 Staying In Step with Irrevocable Life Insurance Trusts

Taxes March 14, 2025 

Staying In Step with Irrevocable Life Insurance Trusts

Wealthy individuals often set up an irrevocable life insurance trust (ILIT) to avoid federal estate tax on large insurance policies. But a small misstep could lead to a tax disaster.

Ken Berry, JD

 Tax Refund Schedule 2025 – With One Month Left, When Will Refunds Come?

IRS March 13, 2025 

Tax Refund Schedule 2025 – With One Month Left, When Will Refunds Come?

This article includes a handy reference chart to estimate when you may receive your 2025 income tax refund. The author received his in under 10 days.

Isaac M. O'Bannon

 Online Tax Advice Can Lead to IRS Trouble and Criminal Charges

Income Tax March 13, 2025 

Online Tax Advice Can Lead to IRS Trouble and Criminal Charges

The IRS has long warned taxpayers of scams targeting them and their personal and financial data, particularly around tax season.

Florida Sheriff’s Deputies Get Light Sentence for $41,000 PPP Scam

March 13, 2025 

Florida Sheriff’s Deputies Get Light Sentence for $41,000 PPP Scam

A federal judge on Wednesday gave the deputies strikingly lenient sentences after finding them guilty of falsifying their Paycheck Protection Program applications.

PCAOB Releases New Resource for Auditors on Form AP

Auditing March 13, 2025 

PCAOB Releases New Resource for Auditors on Form AP

The Public Company Accounting Oversight Board posted the newest edition of its "Audit Focus" series, this time putting the spotlight on Form AP, which registered accounting firms are required to file to disclose key information specific to the audit.

Jason Bramwell

Navigating Form 6765: What CPAs Must Know for R&D Tax Compliance

Taxes March 13, 2025 

Navigating Form 6765: What CPAs Must Know for R&D Tax Compliance

By staying ahead of the recent changes the IRS made to Form 6765, accountants and other tax professionals can help businesses maximize their R&D credits while minimizing the risk of IRS audits and compliance issues.

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