Technology November 2, 2026
How to Get Breached, Step 5: Paste Client Data Into Any AI
It is a tempting shortcut. It is also a fast way to lose control of the most sensitive records your clients ever hand you.
Financial Planning September 3, 2026 Sponsored
Archived Webcast: Estate Planning After OBBBA: Turning Theory into Practice
With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors.
Payroll August 5, 2026
Southern States Dominate Study of Most Affordable Place to Retire in 2026
According to a 2026 study conducted by Retirement Living, seven of the 10 most affordable states to retire in are located in the South.
Firm Management August 5, 2026
Abacus Worldwide Adds Shanghai-Based Accounting Firm
Chinese accounting firm WSP Biz Advisory has joined Abacus Worldwide, an international association of independent accounting, consulting, and legal firms.
Small Business August 5, 2026
Clients Believe AI Will Not and Cannot Replace Their Accountant
The majority of small business owners surveyed by Karbon didn't name a technical skill their accountant has. They didn't name accuracy, tax knowledge, or compliance. They named the relationship itself.
Firm Management September 1, 2026 Sponsored
Archived Webcast: Grow Your 1040 Practice Without Adding Staff: AI-Powered Strategies for Tax Firms
As firms face staffing challenges and increasing client expectations, automation can help teams do more with the resources they already have.
Firm Management August 5, 2026
Kaufman Rossin Opens Private Equity Practice
Top 50 accounting firm Kaufman Rossin has expanded services to private equity funds, fund managers, and their portfolio companies through its new Kaufman Rossin PE practice.
Mergers and Acquisitions August 4, 2026
Mauldin & Jenkins Merges in Schmoyer and Co. in South Carolina
Top 60 accounting firm Mauldin & Jenkins has expanded its practice within the Greater Columbia, SC, area through a merger with Schmoyer and Co., effective Aug. 1.
Taxes August 4, 2026
IRS Warns of 5 Types of Tax Data Phishing Scams
Common Threats: Scammers use phishing, targeted spear phishing, cloned emails, high-level whaling, and fake new-client emails to deliver malware and steal credentials.
Economy August 4, 2026
How Much Have Home Prices Changed? Most Metro Areas Are Up
Five percent of metro areas recorded double-digit price gains, unchanged from last quarter.
Taxes August 4, 2026
Form 990: Classifying a School That Hasn’t Opened Yet: Obtaining IRS Approval and What Happens If the IRS Disagrees
An organization with concrete plans can obtain a favorable determination while it is still pre-operational.
CAS August 4, 2026
Helping Clients Make Better Cash Flow Decisions
An advisor's role is not deciding for owners, but revealing how choices impact cash flow before commitments are made.
Accounting August 4, 2026
Massachusetts: Ex-Accountant Gets Federal Prison for Role in Real Estate Scheme
Christine Gendron, 61, was sentenced to six months in federal prison for her role in a $19 million fraud scheme that involved properties in the area.