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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, CPA

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Don’t Ask, Don’t Tell: Mental Health Remains the Last Workplace Taboo

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Suralink Launches Financial Statement Tie Out, Redefining the Final Mile of the Audit

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AI vs. Human: The Professions that Think Most Like ChatGPT

Artificial Intelligence October 29, 2025 

AI vs. Human: The Professions that Think Most Like ChatGPT

The professions most cognitively aligned with ChatGPT aren’t tech developers or data scientists, but rather military officers and medical specialists.

Isaac M. O'Bannon

quicken2015mac-100408931-large1

Small Business October 29, 2025 

Quicken Adds Features for Self-Employed Workers

Features are designed to help self-employed workers ranging from small business owners, solopreneurs, and freelancers, to more effectively manage their professional and personal finances

Isaac M. O'Bannon

AICPA Honors 16 Forensic and Valuation CPAs

Accounting October 29, 2025 

AICPA Honors 16 Forensic and Valuation CPAs

The AICPA holds this annual conference to provide the profession with cutting-edge information and best practices shaping the future of the forensic and valuation services profession.

Isaac M. O'Bannon

Sovos Introduces New Use Tax Management Solution

Technology October 29, 2025 

Sovos Introduces New Use Tax Management Solution

Sovos recently launched OptiTax, a purpose-built use tax management solution designed to help businesses change their approach to use tax compliance from reactive to proactive financial optimization.

Jason Bramwell

Best Practices for Getting Client Buy-In and Building an Exceptional Experience

Advisory October 29, 2025 

Best Practices for Getting Client Buy-In and Building an Exceptional Experience

Whether you’re introducing a new advisory service, implementing technology, or changing how you deliver tax returns, getting client buy-in determines whether that change succeeds or stalls.

Arianna Campbell

CoinTracker Unveils Crypto Broker Tax Compliance Suite

Technology October 29, 2025 

CoinTracker Unveils Crypto Broker Tax Compliance Suite

CoinTracker has launched its Broker Tax Compliance Suite, a crypto-native tax reporting solution purpose built to meet the needs of crypto brokers and exchanges under new reporting regulations.

Jason Bramwell

Data from Lili’s Accountant AI Reveals Over Half of SMB Owners’ Questions Are About Taxes

Small Business October 29, 2025 

Data from Lili’s Accountant AI Reveals Over Half of SMB Owners’ Questions Are About Taxes

New data from Lili's Accountant AI tool shows that small business owners are most concerned about implementing the right tax structure and how they can save money on taxes.

Jason Bramwell

It’s PTIN Renewal Season: IRS Reminds Tax Pros of Deadline

Taxes October 29, 2025 

It’s PTIN Renewal Season: IRS Reminds Tax Pros of Deadline

To prepare and file taxes for other taxpayers, professionals must have a PTIN and renew it annually. The cost for the 2026 calendar year is $18.75.

Isaac M. O'Bannon

Americans Expected to Spend $860 Million on Halloween

Small Business October 28, 2025 

Americans Expected to Spend $860 Million on Halloween

Consumer spending for this Halloween is expected to be in the billions in various categories, but one category in particular is coming up just shy of that billion-dollar mark.

economy1

Payroll October 28, 2025 

U.S. Consumer Confidence Virtually Unchanged in October

Preliminary data suggest that consumers' holiday spending will be down this season compared to last year. Notably consumers expect to spend 3.9% less on gifts and 12% less on non-gifts.

handcuffs_1_.57b1f4e4e847b

Small Business October 28, 2025 

Retailers Continue to Contend with Rising Levels of Theft & Violence

Retailers reported an 18% increase in the average number of shoplifting incidents per year in 2024 versus 2023.

Isaac M. O'Bannon

PwC Reports Global Revenue of $56.9 Billion in 2025

Firm Management October 28, 2025 

PwC Reports Global Revenue of $56.9 Billion in 2025

However, PwC's year-over-year revenue growth of 2.7% in local currency terms and 2.9% in U.S. dollar terms was lower than that of its biggest competitors, Deloitte and EY.

Jason Bramwell

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