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Latest Articles

The 401(k) Question Most Small-Business Owners Can’t Answer

Taxes November 2, 2026 

The 401(k) Question Most Small-Business Owners Can’t Answer

How CPAs can help a client find the plan's Named Fiduciary, and sort out what has been outsourced from what hasn't.

Russell McNorton

Featured Articles

November 2, 2026  

Shield Recognized for AI Communications Governance in 2026 Gartner Critical Capabilities Report

November 2, 2026  

Aion Launches AI Agent for Business Finance, Banking, Payments, Cards & Credit

November 2, 2026  

Beat Financial Stress: 6 Essential Year-End Money Moves

November 2, 2026  

AI Use Has Reached 90% in Internal Audit. Is Assurance Keeping Up?

November 2, 2026  

The Owner-Operator Tax Calendar: 8 Dates Before March 1, 2027
831(b) Institute to Host Complimentary CE Events for CPAs and Tax Advisors

Small Business August 13, 2026 

831(b) Institute to Host Complimentary CE Events for CPAs and Tax Advisors

The sessions are designed to help CPAs and tax advisors better understand the opportunities and risks associated with micro-captive structures and provide informed guidance to their small business clients.

Private Equity Firms Are Scoring CPA Firms Months Before the First Call. New Book Shows Owners What Buyers Already Know

Firm Management August 13, 2026 

Private Equity Firms Are Scoring CPA Firms Months Before the First Call. New Book Shows Owners What Buyers Already Know

The book draws on three years of research into PE-CPA transactions, including direct conversations with managing partners preparing firms for sale and with the PE investors evaluating them.

Americans Have Never Paid This Much for Fuel So Late in the Year

Economy August 13, 2026 

Americans Have Never Paid This Much for Fuel So Late in the Year

Drivers are paying an average of $4 a gallon for gas and $5.40 a gallon for diesel in the second week of August for the first time ever.

U.S. Core Inflation Comes in Subdued, Easing Pressure on Fed

Economy August 13, 2026 

U.S. Core Inflation Comes in Subdued, Easing Pressure on Fed

The consumer price index, excluding often-volatile food and energy categories, increased 0.2% from a month earlier, according to Bureau of Labor Statistics data out Wednesday.

Koltin Consulting Group Makes 2026 Inc. 5000

Firm Management August 12, 2026 

Koltin Consulting Group Makes 2026 Inc. 5000

Koltin Consulting Group ranked No. 2,117 in the list of the fastest-growing private companies in America, based on revenue growth over the past three years.

Jason Bramwell

FinCEN Permanently Nixes Beneficial Ownership Reporting

Small Business August 12, 2026 

FinCEN Permanently Nixes Beneficial Ownership Reporting

"Treasury is eliminating a burdensome reporting requirement for millions of law-abiding business owners without compromising our national security," Treasury Secretary Scott Bessent said.

Jason Bramwell

retirement-11

Payroll August 12, 2026 

Nearly 1 in 5 Gen X Workers Don’t Expect to Ever Fully Retire

The survey of 1,003 Gen X workers reveals a generation struggling to keep their heads above water during what should be their prime earning years.

Isaac M. O'Bannon

Xero Introduces Integrated Payroll, Powered by Gusto

Payroll August 12, 2026 

Xero Introduces Integrated Payroll, Powered by Gusto

Xero Payroll was built to turn payroll from an administrative burden into a connected, more efficient part of running a business.

CalCPA’s Annual Members Club Summit Brings Together Accounting Leaders to Chart the Future of the Profession 

State CPA Societies August 12, 2026 

CalCPA’s Annual Members Club Summit Brings Together Accounting Leaders to Chart the Future of the Profession 

The event provided three days of learning, collaboration and leadership focused on the future of accounting. 

Isaac M. O'Bannon

AI Won’t Kill Accounting, But It May Destroy the Business Model

Firm Management August 12, 2026 

AI Won’t Kill Accounting, But It May Destroy the Business Model

What clients need now, and what AI cannot manufacture, is someone asking the question they didn't know they had.

Alice Grey Harrison

IRS Releases Guidance on Retirement Plan Rollovers

Taxes August 12, 2026 

IRS Releases Guidance on Retirement Plan Rollovers

The Treasury Department and the IRS issued guidance Wednesday that the tax agency says will simplify and standardize the rollover process for both participants and plan sponsors.

Jason Bramwell

 Trump Looks for Ways to Block Mamdani Pied-à-Terre Tax

Taxes August 12, 2026 

Trump Looks for Ways to Block Mamdani Pied-à-Terre Tax

President Donald Trump on Tuesday vowed to seek a way to block New York City Mayor Zohran Mamdani’s planned pied-à-terre tax, calling it a “dangerous political experiment.”

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