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Article

25+ OBBBA Income Tax Strategies Still Hiding in Every 2025 Return on Your Desk

Taxes April 7, 2026 

25+ OBBBA Income Tax Strategies Still Hiding in Every 2025 Return on Your Desk

Before you file another return this week, pull one off the stack and run it through this checklist- you will likely find thousands in savings your software missed.

Jackie Meyer

Featured Articles

February 28, 2026  

Voting Opens for 2026 Readers’ Choice Awards!

April 7, 2026  

Gail Perry Discusses Key Takeaways from the New York CPA Society ‘Meet the IRS’ Day

April 7, 2026  

Vertex Adds AI-Powered Capabilities to Improve Enterprises’ Compliance

April 7, 2026  

How Millennial and Gen Z Entrepreneurs Are Maximizing 2025 Tax Savings

April 7, 2026  

Modus Raises $85 Million in Funding for AI-Native Accounting Technology
Forwardly Launches AI Platform for Real-Time Payments for SMBs and Firms

Accounting November 6, 2025 

Forwardly Launches AI Platform for Real-Time Payments for SMBs and Firms

The new platform introduces a ground-up approach to automation, combining intelligent financial workflows, real-time payments, and deep accounting integrations to modernize how businesses manage cash flow.

Isaac M. O'Bannon

salary word cloud 1  56d49aa3b6921

Payroll November 6, 2025 

3 in 5 Workers Willing to Forgo Raises Amid Layoff and Job Security Concerns

41% of workers haven’t received a meaningful raise in more than two years, and the majority (61%) are willing to accept a smaller or no raise due to concerns about layoffs and job security.

Isaac M. O'Bannon

Billtrust Launches AI-Powered Collections Agentic Procedures

Technology November 6, 2025 

Billtrust Launches AI-Powered Collections Agentic Procedures

Collections Agentic Procedures redefines how finance teams collect by replacing static playbooks with adaptive methods that learn from every customer interaction and recommend the most effective outreach strategy.

Isaac M. O'Bannon

Employee Benefit Plans 1  557079a29b92d

Payroll November 6, 2025 

What’s Keeping Employees Around? More Than Half Say Health, Retirement and Family Benefits

The findings also highlight how technology is reshaping benefits management and freeing HR teams from tedious admin work so they can focus more on supporting their employees.

American Express and Emburse Announce Expanded Partnership

Accounting November 6, 2025 

American Express and Emburse Announce Expanded Partnership

Users of American Express and Emburse can quickly issue Amex Virtual Cards within Emburse’s platform, expense entries are created and categorized automatically with mobile notifications

Isaac M. O'Bannon

IRS Income Tax Refund Schedule for 2026 – Tax Refund Calendar

Taxes November 6, 2025 

IRS Income Tax Refund Schedule for 2026 – Tax Refund Calendar

This chart makes it easy to estimate when you will likely get your income tax refund, based on when and how you file. No form entry required.

Isaac M. O'Bannon

Citrin Cooperman Adds Gatto, Pope & Walwick in California

Mergers and Acquisitions November 6, 2025 

Citrin Cooperman Adds Gatto, Pope & Walwick in California

The top 20 firm said Nov. 6 it has an agreement in place to buy GPW, a San Diego-based accounting and advisory firm, in a deal expected to close in December.

Jason Bramwell

Lucasys Releases Agentic AI for Its Income Tax Suite

Technology November 6, 2025 

Lucasys Releases Agentic AI for Its Income Tax Suite

Lucasys, a tax software and service provider for energy and utilities, announced this week the launch of Lucasys AI, an interactive, agentic artificial intelligence platform built specifically for tax professionals.

Jason Bramwell

Sage Launches Next-Gen Sage X3

Technology November 6, 2025 

Sage Launches Next-Gen Sage X3

It provides the same flexibility and industry-specific capabilities that Sage X3 is known for, now delivered as a continuously updated cloud service from Sage, the Atlanta-based company said.

Jason Bramwell

IRS Says Direct File Won’t Be Around for 2026 Tax Filing Season

Taxes November 5, 2025 

IRS Says Direct File Won’t Be Around for 2026 Tax Filing Season

In an email sent to comptrollers in the 25 states that partner with the agency on Direct File, the IRS said the program won't be provided next year and "no launch date has been set for the future."

Jason Bramwell

Supreme Court Sounds Skeptical of Broad Trump Tariff Powers

Taxes November 5, 2025 

Supreme Court Sounds Skeptical of Broad Trump Tariff Powers

During oral arguments on Nov. 5, justices weighed whether Congress abdicated taxing power—and whether it could ever get it back.

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Artificial Intelligence November 5, 2025 

Fears of a Trillion-Dollar AI Bubble are Growing

Even some of AI’s biggest cheerleaders acknowledge the market is frothy, while still professing their belief in the technology’s long-term potential.

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