Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
Firm Management August 13, 2025
Tech Modernization Success at CPA Firms Starts at the Top
From workflow automation tools and cloud-based platforms to AI-assisted analysis, these organizations are making bold moves toward broader digital transformation.
Small Business August 13, 2025
Is Customer Service Getting Worse? Boomers and Gen Xers Seem to Think So
Nearly half of U.S. shoppers say customer service provided by businesses is getting worse, according to results from the latest Consumer Pulse survey from GoDaddy, yet Gen Z and millennials remain more upbeat than their parents' generations.
Payroll August 13, 2025
House Dems Introduce Bill to Prevent More Downsizing at Social Security Offices
New Mexico Congresswoman Melanie Stansbury is leading a group of Democrats who are pushing to ensure Congress gets a say in any downsizing at the Social Security Administration.
Payroll August 13, 2025
Trump’s Pick to Head BLS Suggested Suspending Monthly Jobs Report
In a recent interview before his nomination, EJ Antoni suggested suspending the Bureau of Labor Statistics’ monthly jobs reports and publishing only quarterly numbers until issues with data collection are corrected.
Small Business August 13, 2025
Small Business Optimism Steady Despite Concerns About Costs
Small business owners remained optimistic in June, despite a host of concerns about issues such as high inventories, taxes, inflation and labor costs.
Firm Management August 12, 2025
The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage
When CPAs and firm leaders integrate emotional intelligence, active listening, and presence into their advisory process, the results reach far beyond improved margins or projections.
IRS August 12, 2025
IRS Doled Out $123.5 Million to Whistleblowers in FY 2024
The total dollar amount of awards paid increased substantially from $88.8 million in fiscal year 2023. The total number of awards in FY 2024, however, decreased from 121 in FY 2023 to 105 in FY 2024.
Taxes August 12, 2025
IRS Gives Tax Filing Deadline Extension to Victims of June West Virginia Flash Floods
The IRS has extended the filing deadline to Feb. 2, 2026, for individuals and businesses in two West Virginia counties that were devastated by flash flooding from torrential rains in mid-June that left at least six people dead.
Mergers and Acquisitions August 12, 2025
Citrin Cooperman Adds Barkin, Perren, Schwager & Dolan in California
The top 20 accounting firm said on Aug. 12 it has acquired substantially all the assets of BPSD, a Woodland Hills, CA-based accounting and advisory firm founded more than 50 years ago.
Accounting August 12, 2025
Movie Accountant Charged with Embezzling Nearly $2M From Indie Films
Joshua Mandel, 46, of Woodland Hills, CA, who is accused of using the funds to stay at Las Vegas hotels and socialize with adult film actresses, was charged with six counts of wire fraud.
Payroll August 12, 2025
Trump’s New 401(k) Order Could Reshape How Americans Invest for Retirement
Some potential impacts include retirement plan exposure to alternative assets such as private equity and crypto alongside traditional options like mutual funds and ETFs.
Auditing August 12, 2025
The Hidden $232K Tax Every Financial Firm Pays for Mobile Compliance Theater
Even firms attempting mobile oversight are using tools that destroy the very context they need for accurate decisions.