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Latest Articles

Accounting Thought Leaders Look to the Future of the Profession at AICPA Engage

Accounting June 7, 2026 

Accounting Thought Leaders Look to the Future of the Profession at AICPA Engage

Attendees came from across the country to discuss core firm issues, and develop strategies firms can use to stay agile and more productive.

Isaac M. O'Bannon

Featured Articles

June 6, 2026  

‘Scare Tactics’ and ‘Survival Mode’: Battle Looms on Florida Property Tax Vote

June 6, 2026  

Just What Does Florida’s Homestead Property Tax Amendment Do?

June 6, 2026  

Judge Rewrites Ballot Language on Plan to Eliminate Missouri Income Tax

June 5, 2026  

Compliance Policies Need Tools Sophisticated Enough to Enforce Them

June 5, 2026  

The Advisory Skills Gap in Accounting: What the BLS Data Shows and How Forward-Thinking Firms Are Closing It
IRS Releases FAQs on Sec. 127 Educational Assistance Programs

IRS June 18, 2024 

IRS Releases FAQs on Sec. 127 Educational Assistance Programs

If provided under an educational assistance program, certain educational assistance benefits can be excluded from gross income.

Jason Bramwell

RKL to Merge in Kauffman CPA Co.

Firm Management June 18, 2024 

RKL to Merge in Kauffman CPA Co.

The top 60 firm is merging fellow Lancaster, PA-based firm Kauffman CPA Co. into its RKL Virtual Management Solutions subsidiary.

Jason Bramwell

Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher

Firm Management June 18, 2024 

Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher

The top 70 accounting firm is set to acquire fellow Cincinnati firm Rolfes & Swisher in a deal that will become effective July 1.

Jason Bramwell

 How Firms Can be M&A Deal-Ready in 2024

Firm Management June 18, 2024 

How Firms Can be M&A Deal-Ready in 2024

If you are thinking of becoming either a buyer or a seller this year, there are critical steps to pursue that can improve your odds of success.

Results Software Welcomes its Founding Master Partners

Accounting June 18, 2024 

Results Software Welcomes its Founding Master Partners

This elite group of partners, highly recognized and influential in the industry, are poised to drive the program's growth and deliver exceptional value to their clients.

Isaac M. O'Bannon

CEO Process Improvement Down 1  57d85c3bf293a

Firm Management June 17, 2024 

5 Process Improvement Trends for 2024

We’ve identified five trends for process improvement that leaders in the accounting profession should be aware of to ensure their firms remain at the forefront.

Arianna Campbell

Dennis Duncan and Torchon Formed After Accounting Firms Merge

Firm Management June 17, 2024 

Dennis Duncan and Torchon Formed After Accounting Firms Merge

This new CPA firm in California is the result of a union between Torchon and Associates and Dennis Duncan and Covington.

Jason Bramwell

TaxDome Launches AI-Powered Reporting with Advanced Analytics and Data Visualization

Firm Management June 17, 2024 

TaxDome Launches AI-Powered Reporting with Advanced Analytics and Data Visualization

This innovative addition is designed to provide firms with advanced analytics, actionable insights, and customizable reports to enhance efficiency and profitability.

Isaac M. O'Bannon

Does Generative AI Raise Risk of Violating Client and Engagement Confidentiality?

Firm Management June 17, 2024 

Does Generative AI Raise Risk of Violating Client and Engagement Confidentiality?

Accountants’ biggest concerns about adopting advanced technology are data quality (46%) and security (38%), according to Intapp’s recent Technology Perceptions Survey.

PCAOB Adopts New Rules for Auditors on Technology-Aided Analysis

Auditing June 17, 2024 

PCAOB Adopts New Rules for Auditors on Technology-Aided Analysis

The revised rules provide detail and clarity for auditors when performing procedures using technology-assisted analysis.

Jason Bramwell

 How to Maximize Revenue without Chasing New Leads

Firm Management June 17, 2024 

How to Maximize Revenue without Chasing New Leads

Trust is the foundation of any relationship, including the ones you have with current clients and new prospects. Nobody wants to work with someone they don’t trust.

IRS Plans to Stop Basis Shifting Transactions

Taxes June 17, 2024 

IRS Plans to Stop Basis Shifting Transactions

Cracking down on this tax loophole used by the wealthy could raise more than $50 billion in revenue over 10 years, Treasury said June 17.

Jason Bramwell

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