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Latest Articles

What the 2026 ‘Protect Your Clients; Protect Yourself’ Campaign Means for Your Firm this Summer

Taxes July 12, 2026 

What the 2026 ‘Protect Your Clients; Protect Yourself’ Campaign Means for Your Firm this Summer

Get ready for next tax season with a real security program instead of a folder that only gets opened when an audit demands it.

Scott Carr

Featured Articles

July 11, 2026  

State CPA Society News & Updates – July 2026

July 10, 2026  

Michigan Tax Preparation Business Owner Charged with Fraud

July 10, 2026  

Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning

July 10, 2026  

The New Operating Model in Finance: Managing a Digital Workforce

July 10, 2026  

Commentary: Shoring Up Social Security with a Big Tax Hike? Bad Idea
Canopy Logo 2020

Firm Management May 17, 2024 

Canopy Secures $35 Million in Funding to Enhance AI-Powered Practice Management for Accounting Firms

The $35 million investment will be channeled towards doubling down on Canopy’s vision for leveraging AI to make firms exponentially more efficient.

Isaac M. O'Bannon

Lili Launches New Accountant AI for Small Business Financial Management

Small Business May 16, 2024 

Lili Launches New Accountant AI for Small Business Financial Management

Lili also partnered with Amazon Bedrock to ensure Accountant AI has robust privacy and security measures to keep businesses’ data safe from potential leaks or misuse.

Isaac M. O'Bannon

audit

Accounting Standards May 16, 2024 

AICPA Auditing Standards Board Approves Revisions to Attestation Standards

The changes are intended to align them with the AICPA standards pertaining to quality management, and related financial statement audit and non-audit standards.

Isaac M. O'Bannon

Updated CPA Pipeline Report Show Top Reasons Some Decide Not to Pursue Credential

Accounting May 16, 2024 

Updated CPA Pipeline Report Show Top Reasons Some Decide Not to Pursue Credential

Among all respondents surveyed, “time” emerged as the top-ranked challenge—or deterrent—to becoming a CPA.

Isaac M. O'Bannon

 Biden Seeks to Bolster Solar Manufacturers With Tax and Trade Moves

Taxes May 16, 2024 

Biden Seeks to Bolster Solar Manufacturers With Tax and Trade Moves

The measures include expanded tariffs, tax policy guidance, and promises of heightened vigilance for signs of unfair trade. 

Global Minimum Tax: 3 Key Priorities for U.S. Multinationals

Taxes May 16, 2024 

Global Minimum Tax: 3 Key Priorities for U.S. Multinationals

U.S.-based multinational companies can emerge not just compliant but better positioned in a post-global minimum tax world.

 TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication

Firm Management May 16, 2024 

TaxDome Rolls Out Client-Facing Status Feature, Elevating Project Transparency and Communication

This addition to the TaxDome platform is designed to enhance transparency, foster trust, and streamline communication between tax firms and their clients.

Isaac M. O'Bannon

Baker Tilly to Acquire Top 100 Firm Seiler in California

Firm Management May 16, 2024 

Baker Tilly to Acquire Top 100 Firm Seiler in California

The deal is the Chicago-based top 10 firm's first since it announced receiving a large private equity investment in February.

Jason Bramwell

Avantax

May 16, 2024 

Avantax Acquires GA Investment Management Adding 10-person, $400-Million Practice to Avantax’s Employee-based Model

Since closing the acquisition, $400 million in GA client assets have been onboarded to the Avantax platform, and 10 GA employees are now W-2 employees of Avantax.

Isaac M. O'Bannon

Outgoing PwC Boss Already Has a New Gig Lined Up At Citigroup

Firm Management May 16, 2024 

Outgoing PwC Boss Already Has a New Gig Lined Up At Citigroup

Tim Ryan, who was to officially step down as PwC US senior partner on June 30, will reportedly leave the firm a month earlier to join Citi.

Jason Bramwell

Cincinnati CPA Firm Cassady Schiller Joins KSM

Firm Management May 16, 2024 

Cincinnati CPA Firm Cassady Schiller Joins KSM

Cassady Schiller, a well-regarded firm ranked among Greater Cincinnati’s top 10 largest accounting firms, brings more than 70 employees and eight partners to KSM.

Isaac M. O'Bannon

economy1

Payroll May 16, 2024 

U.S. Inflation Drops in April as Federal Reserve Considers Interest Rate Cut

A measure of underlying U.S. inflation cooled in April for the first time in six months, a small step in the right direction for Federal Reserve officials looking to start cutting interest rates this year.

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