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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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Taxfyle and the Digital Shift: Orchestrating Professional Expertise in the Modern Tax Profession

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3.6% Social Security Benefit Increase in 2027 is the Biggest in 4 Years

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Can You Get Your Money Back If an AI Agent Makes a Financial Mistake?

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MassPay Partners with Bottomline to Add Paymode Virtual Card and Premium ACH to Its Platform
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

Forvis Mazars Reaches $2.32 Billion in U.S. Revenue in FY 2026

Firm Management October 6, 2026 

Forvis Mazars Reaches $2.32 Billion in U.S. Revenue in FY 2026

Top 10 accounting firm Forvis Mazars reported $2.32 billion in U.S. revenue during its fiscal year that ended May 31, 2026, representing year-over-year growth of 3.5%.

Jason Bramwell

Study: 8.4% of Accountants and Auditors in the U.S. Are 65 or Older

Accounting October 6, 2026 

Study: 8.4% of Accountants and Auditors in the U.S. Are 65 or Older

Overall, a study from Sam's List found that nearly one in five Americans 65 and older are employed: 11,566,481 people, or 18.9% of the 61,245,283 population in that age group.

Jason Bramwell

College-graduate-students1

Economy October 6, 2026 

What to Do About Climbing Student Loan Costs

Outstanding federal student loan debt has grown to $1.72 trillion, an average of nearly $40,500 for each borrower, up about $1,500 from last year.

Citrin Cooperman Acquires AI Consultancy Rosetree in Dallas

Mergers and Acquisitions October 6, 2026 

Citrin Cooperman Acquires AI Consultancy Rosetree in Dallas

The top 20 firm has acquired Rosetree Solutions, a Dallas-based consultancy that designs and deploys artificial intelligence systems inside client businesses, effective Oct. 1.

Jason Bramwell

Backdoor References: 37% Say Potential Employers Contacted People They Never Listed

Staffing October 6, 2026 

Backdoor References: 37% Say Potential Employers Contacted People They Never Listed

A job reference may seem like a straightforward endorsement, but what happens behind the scenes can be more complicated.

Isaac M. O'Bannon

Prager Metis Adds Sherbert CPA in Charlotte

Mergers and Acquisitions October 6, 2026 

Prager Metis Adds Sherbert CPA in Charlotte

The top 75 firm has combined with Sherbert CPA, a full-service CPA firm in Charlotte, NC, that provides accounting, tax, consulting, development, and management services to the real estate tax credit industry.

Jason Bramwell

great-content-marketing-bluepr_11386132

Firm Management October 6, 2026 

How CPA Firms Can Craft Polished and Authentic AI Marketing Content

Start with smarter prompts that specify audience, tone, structure, and must include details.

Christopher Haymon

How Financial Skills Drive Small Business Success and Growth

Small Business October 5, 2026 

How Financial Skills Drive Small Business Success and Growth

Financial literacy turns daily choices into steady control, clearer trade-offs, and fewer surprises.

Adam Taylor

Botham Jean’s Family Fights to Make Dallas Pay $98.65M Judgment Against Amber Guyger

Accounting October 5, 2026 

Botham Jean’s Family Fights to Make Dallas Pay $98.65M Judgment Against Amber Guyger

With Amber Guyger granted parole, the family of the late PwC accountant argues Dallas’ insurance plan should cover damages for his wrongful death.

 IRS Gets Rid of 71 Pieces of Old Tax Guidance

IRS October 5, 2026 

IRS Gets Rid of 71 Pieces of Old Tax Guidance

The IRS is obsoleting a total of 71 revenue rulings, revenue procedures, notices, and announcements previously published in the Internal Revenue Bulletin as part of the Trump administration’s push to reduce regulations.

Jason Bramwell

Federal Education Tax Credit Rules Are Finally Here. What We Know So Far

Taxes October 5, 2026 

Federal Education Tax Credit Rules Are Finally Here. What We Know So Far

Ahead of the January launch, the Treasury Department unveiled regulations governing a massive infusion of education funding nationwide.

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