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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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Halloween Spending Expected to Hit $13.5 Billion

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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

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ClicData Launches MCP Server to Bring Trusted Business Data to AI Assistants for Midmarket Teams
 Democrats Say Treasury Nominee Scott Bessent Avoided Medicare Tax on Hedge Fund Earnings

Taxes January 16, 2025 

Democrats Say Treasury Nominee Scott Bessent Avoided Medicare Tax on Hedge Fund Earnings

Senate Democrats are gearing up for a fight against Scott Bessent, President-elect Donald Trump's pick for Treasury secretary, with questions about his fitness to hold the office based on a review of his tax returns.

What’s at Stake as House GOP, Dems Debate Extending Trump Tax Cuts

Taxes January 16, 2025 

What’s at Stake as House GOP, Dems Debate Extending Trump Tax Cuts

There's less than a week before President-elect Donald Trump begins his second term, and congressional Republicans are already working to preserve one of his signature policies.

U.S. to Ban Red Dye #3 in Foods Due to Potential Cancer Link

Small Business January 16, 2025 

U.S. to Ban Red Dye #3 in Foods Due to Potential Cancer Link

U.S. health officials banned the artificial food coloring Red No. 3, which has been linked to cancer and is currently in scores of products from candy to cold medicine.

Surge in Corporate M&A Activity Expected in 2025

Mergers and Acquisitions January 16, 2025 

Surge in Corporate M&A Activity Expected in 2025

Global mergers and acquisitions (M&A) achieved a significant rise in completed deals in 2024, led by a resurgence in large transactions driving momentum into 2025, according to research from WTW’s Quarterly Deal Performance Monitor (QDPM).

Isaac M. O'Bannon

Pennsylvania Firm KDG Strengthens Market Leadership With Acquisition of Kennedy & Associates

Mergers and Acquisitions January 16, 2025 

Pennsylvania Firm KDG Strengthens Market Leadership With Acquisition of Kennedy & Associates

This strategic move, finalized in December, significantly enhances KDG's portfolio in small to midsized business tax, managed accounting, and fractional CFO services.

Isaac M. O'Bannon

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Small Business January 15, 2025 

L.A. Fires: Rental Housing Costs Spike and Claims of Price Gouging in Southern California

In the Beverly Grove neighborhood of Los Angeles, the asking rent for a two-bedroom condo jumped from $5,000 to $8,000 in the wake of the fires...

w2-form-300x2001

Taxes January 15, 2025 

Deadline for Forms W-2, W-3 and 1099-NEC Due on Jan. 31, Says IRS

Employees should also be provided with their copies by this date, so they can make preparations for filing taxes by April 15.

Isaac M. O'Bannon

wind-energy11

Taxes January 15, 2025 

Treasury, IRS List Qualifying Technologies for Clean Electricity Tax Credits

The Treasury Department and the IRS on Jan. 15 published the first Annual Table that provides greenhouse gas emissions rates for certain types or categories of facilities that are eligible for the Clean Electricity Production Tax Credit and the Clean Electricity Investment Tax Credit.

Jason Bramwell

IRS Proposes Regs, Draft Form for Corporate Separations and Reorganizations

Taxes January 15, 2025 

IRS Proposes Regs, Draft Form for Corporate Separations and Reorganizations

The Treasury Department and the IRS on Monday released proposed regulations for corporate separations and reorganizations, as well as reporting requirements for multiyear corporate separations and a draft version of new Form 7216.

Jason Bramwell

Workwize Raises $13 Million in Series A Funding to Disrupt IT Asset Management for Globally Distributed Teams

Accounting January 15, 2025 

Workwize Raises $13 Million in Series A Funding to Disrupt IT Asset Management for Globally Distributed Teams

Workwize, a platform for global IT hardware asset management, has closed $13 million in Series A funding led by Klass Capital, with continued support from early-stage investors Peak and Graduate Entrepreneur Fund.

IRS and Treasury Department Float New Rules for Qualified Commercial Clean Vehicle Tax Credit 

Taxes January 15, 2025 

IRS and Treasury Department Float New Rules for Qualified Commercial Clean Vehicle Tax Credit 

Under Section 45W of the tax code, the credit may be claimed by purchasing and placing in service qualified commercial clean vehicles, including certain battery electric vehicles, plug-in hybrid EVs, fuel cell EVs, and plug-in hybrid fuel cell EVs.

Jason Bramwell

insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native Enterprise Performance Management

Technology January 15, 2025 

insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native Enterprise Performance Management

The demand for EPM platforms is surging as organizations seek integrated, cloud-native solutions to address budgeting, forecasting, and consolidation challenges with real-time accuracy.

Isaac M. O'Bannon

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