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Article

State CPA Society News & Updates – May 2026

State CPA Societies May 6, 2026 

State CPA Society News & Updates – May 2026

State CPA Society News & Updates is a selection of recent announcements and initiatives by CPA associations in the United States and its territories.

Mary Girsch-Bock

Featured Articles

May 5, 2026  

Billionaires Pour Millions Into Ballot Fight Over California Wealth Tax

May 5, 2026  

Xero Introduces ‘Xero Coaches’ to Help Small Businesses Turn Data Into Decisions

May 5, 2026  

Suralink Unveils Workpaper Suite Intelligence

May 5, 2026  

The R&D Tax Credit Window Is Closing: What CPAs Must Do Before July 6—and What Comes Next

May 5, 2026  

AICPA Urges OCC to Leverage Established Stablecoin Reporting and Controls Criteria in GENIUS Act Rulemaking
5 Signs You’ve Been ‘Ghost Promoted’

Payroll July 16, 2025 

5 Signs You’ve Been ‘Ghost Promoted’

A business expert lists telltale signs of “ghost promotions” where employees receive title upgrades without real advancement or higher compensation.

1 in 3 Employees Have Lied on a Resume or Cover Letter, Survey Finds

Payroll July 16, 2025 

1 in 3 Employees Have Lied on a Resume or Cover Letter, Survey Finds

In a competitive job market, some professionals are bending the truth to land interviews. In fact, 33% have admitted to lying on a resume or cover letter, according to FlexJobs.

Jason Bramwell

Xero Partners with Plaid for Bank Feed Access

Financial Reporting July 16, 2025 

Xero Partners with Plaid for Bank Feed Access

The new Plaid bank feed options for U.S. customers will start to become available from late 2025, with a phased rollout designed to ensure a smooth and well-managed experience.

Isaac M. O'Bannon

73% of Companies Increased Automation Spend in 2025, Nearly 40% Report at Least 25% Cost Reduction

Small Business July 16, 2025 

73% of Companies Increased Automation Spend in 2025, Nearly 40% Report at Least 25% Cost Reduction

But a majority of 61.3% admit their automation tools are underutilized due to fragmented strategies, siloed implementation and the need for a trusted orchestration partner.

Isaac M. O'Bannon

Sage and Stripe Help Small Businesses Get Paid Faster with Tap to Pay 

Small Business July 16, 2025 

Sage and Stripe Help Small Businesses Get Paid Faster with Tap to Pay 

With Tap to Pay, payment is automatically applied to the invoice and reconciled in the customer’s accounts, removing the need for manual input, hardware like card readers and chasing for invoices. 

Isaac M. O'Bannon

Armanino Adds Strategic Accounting Outsourced Solutions

Mergers and Acquisitions July 16, 2025 

Armanino Adds Strategic Accounting Outsourced Solutions

The top 20 firm has expanded its managed service offerings by joining forces with SAOS, a specialized outsourced accounting firm.

Jason Bramwell

Deloitte Expands GenAI, Agentic AI Capabilities for Its Auditors

Technology July 16, 2025 

Deloitte Expands GenAI, Agentic AI Capabilities for Its Auditors

Deloitte has rolled out a series of new artificial intelligence capabilities within its global cloud-based audit and assurance platform, Omnia, designed to evolve the audit process.

Jason Bramwell

Welch & Co. and SingerLewak Combine

Mergers and Acquisitions July 16, 2025 

Welch & Co. and SingerLewak Combine

Known for serving high-net-worth individuals, closely held businesses, and families, Welch & Co. has a strong focus on estate and trust matters and has successfully guided family-owned businesses through their lifecycle.

Isaac M. O'Bannon

Experiences 2025 – Strategic Tech Stack

Firm Management July 16, 2025 

Experiences 2025 – Strategic Tech Stack

Revisit your strategy and tactics. Now is not the time to look for SALY (Same as Last Year). Consider innovations that will benefit your team, your clients, and your partners.

Randy Johnston

The Rise of Non-CPAs in CPA Firm Acquisitions

Firm Management July 15, 2025 

The Rise of Non-CPAs in CPA Firm Acquisitions

A growing number of non-CPA buyers are acquiring multiple CPA firms to build scalable, regional, and niche accounting businesses.

Erica Williams Resigns as PCAOB Chair

PCAOB July 15, 2025 

Erica Williams Resigns as PCAOB Chair

Williams will step down as chair of the Public Company Accounting Oversight Board on July 22 after she reportedly was asked to resign by SEC Chairman Paul Atkins.

Jason Bramwell

On-Demand CPE Webinar: Using Technology to Deliver Efficiencies and Elevate Your Tax Clients’ Experience  

Taxes September 12, 2025 

On-Demand CPE Webinar: Using Technology to Deliver Efficiencies and Elevate Your Tax Clients’ Experience  

In today’s fast-paced tax environment, leveraging technology is key to delivering an exceptional client experience while improving efficiency within your firm.

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