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Article

Nominations Open for 2026 ‘40 Under 40’ and ‘20 Under 40’ Awards

Accounting July 13, 2026 

Nominations Open for 2026 ‘40 Under 40’ and ‘20 Under 40’ Awards

The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession. Deadline is Nov. 2, 2026.

Isaac M. O'Bannon

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45% of CFOs Say Their AI Investments Lean Toward Productivity

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RecVue Launches AI Native Agentic Revenue Operating System

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Billtrust AR Platform Connects Live Invoice-to-Cash Intelligence to Claude and Microsoft Copilot
Former Tax Preparer Ordered to Repay $1.4M in ERC Tax Fraud Case in Mississippi

Taxes July 2, 2026 

Former Tax Preparer Ordered to Repay $1.4M in ERC Tax Fraud Case in Mississippi

Patricia Jones, 44, of Lamar, MS, who submitted fraudulent tax forms to steal more than $1.4 in pandemic relief funds, was sentenced to more than four years in federal prison this week and ordered to pay full restitution.

KNAV Launches In-House AI Platform for Its Assurance, Tax, and Advisory Teams

Technology July 2, 2026 

KNAV Launches In-House AI Platform for Its Assurance, Tax, and Advisory Teams

KNAV, an INSIDE Public Accounting top 300 firm, has launched KNAV Tara, the firm’s AI platform designed to support assurance, tax, and advisory teams.

Jason Bramwell

Credit Card Debt is Squeezing Households. Credit Counselors Say Act Now

Payroll July 2, 2026 

Credit Card Debt is Squeezing Households. Credit Counselors Say Act Now

Three counselors were asked what to do if you're struggling to pay down credit card debt. They said face it head-on with a strategy you can stick to.

Are You Loud Budgeting? How to Make Your Financial Goals Stick

Payroll July 2, 2026 

Are You Loud Budgeting? How to Make Your Financial Goals Stick

Talking openly about your money choices may make it easier to hit your financial goals.

20% of Finance Organizations Will Pivot All Talent-Related Investments to Advanced Digital Capabilities by 2028, Gartner Predicts

Payroll July 2, 2026 

20% of Finance Organizations Will Pivot All Talent-Related Investments to Advanced Digital Capabilities by 2028, Gartner Predicts

The push to adopt more AI solutions in the finance function will disrupt the status quo in finance talent as more basic entry-level tasks are automated and the need for advanced digital skills increases.

U.S. Won’t Renew Trade Deal with Canada and Mexico

Small Business July 1, 2026 

U.S. Won’t Renew Trade Deal with Canada and Mexico

The trade deal was promoted by President Trump during his first term, but in his second term has limited some of his tariff efforts.

Investment Company Fair Value Reporting is the Subject of Latest FASB Proposed ASU

Accounting Standards July 1, 2026 

Investment Company Fair Value Reporting is the Subject of Latest FASB Proposed ASU

The Financial Accounting Standards Board released a proposed Accounting Standards Update that looks to amend how investment companies measure the fair value of an equity security that is subject to a contractual sale restriction.

Jason Bramwell

Xero Touts New Integration with Microsoft 365

Technology July 1, 2026 

Xero Touts New Integration with Microsoft 365

Xero announced a new integration with Microsoft 365 that brings real-time financial insights directly into Microsoft 365 Copilot through JAX, Xero's AI financial superagent.

Jason Bramwell

Too Much AI, Too Soon: Are Finance Teams Setting Themselves Up for Failure?

Financial Reporting July 1, 2026 

Too Much AI, Too Soon: Are Finance Teams Setting Themselves Up for Failure?

Active use of AI within finances more than doubled between 2024 and 2026, rising from 30% to 75%.

Shagun Malhotra

CLA Expands in Pacific Northwest by Adding Perkins & Co.

Mergers and Acquisitions July 1, 2026 

CLA Expands in Pacific Northwest by Adding Perkins & Co.

Portland, OR-based Perkins & Co., an INSIDE Public Accounting top 200 firm that also has an office in Vancouver, WA, has joined CliftonLarsonAllen, effective July 1.

Jason Bramwell

House Ways and Means in Early Stages of Tackling Sports Taxation

Taxes July 1, 2026 

House Ways and Means in Early Stages of Tackling Sports Taxation

Legislation on a wide range of sports-related tax issues is under consideration.

Florida Institute of CPAs Elects Amy Kistka as New Chair

State CPA Societies July 1, 2026 

Florida Institute of CPAs Elects Amy Kistka as New Chair

Kistka began her volunteer service with the FICPA in 2019 as a member of its State Legislative Policy Committee and Women in Leadership Committee.

Isaac M. O'Bannon

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