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Article

The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Featured Articles

October 14, 2026  

CRI Adds Stroemer & Co. in Florida

October 14, 2026  

3.6% Social Security Benefit Increase in 2027 is the Biggest in 4 Years

October 14, 2026  

IRS and U.K.’s Tax Authority Collaborate on Whistleblower Efforts

October 14, 2026  

Can You Get Your Money Back If an AI Agent Makes a Financial Mistake?

October 14, 2026  

MassPay Partners with Bottomline to Add Paymode Virtual Card and Premium ACH to Its Platform
Standing Desks, Ergonomics, and What It Means for Accounting Firms

Firm Management August 17, 2026 

Standing Desks, Ergonomics, and What It Means for Accounting Firms

For firms managing tight deadlines during filing season, an ergonomics review is a low-cost, high-leverage way to protect staff capacity when it matters most.

Scott Carr

Point, Don’t Fix: How Financial and Accounting Firms Should Steer AI to Preserve Trust

Firm Management August 17, 2026 

Point, Don’t Fix: How Financial and Accounting Firms Should Steer AI to Preserve Trust

More AI isn’t always the right answer. In the financial profession, AI without guardrails can lead to disaster.

Todd Fox

35% of Workers Have Delayed Retirement as Costs Rise

Payroll August 17, 2026 

35% of Workers Have Delayed Retirement as Costs Rise

At the same time, 51% say they are behind on retirement savings or have not started saving.

Expensify Expands Reach of Expensify Card Spend Rules

Financial Reporting August 17, 2026 

Expensify Expands Reach of Expensify Card Spend Rules

Admins set the rules once, and the card handles the rest. Any rule pairs with the card limit that fits, whether one-time, monthly, or fixed.

Isaac M. O'Bannon

website1_11249474

Advisory August 17, 2026 

Merging? How to Protect Your SEO and AI Search Visibility

This part of the transition is easy to skip during a merger. But it shapes whether a potential client finds your firm in the first place.

Becky Livingston

checklist1

Firm Management August 16, 2026 

Four Questions Every Retiring Partner Should Ask Before Signing a Deal

The through-line across all these questions is the same: Does the deal protect what made your firm valuable in the first place?

Brett Kelly

Grassi Adds Hoffman Mulligan in NYC

Mergers and Acquisitions August 14, 2026 

Grassi Adds Hoffman Mulligan in NYC

Top 60 accounting firm Grassi has expanded its New York City presence and its tax practice after adding CPA firm Hoffman Mulligan, effective Aug. 1.

Jason Bramwell

 Florida Property Tax Proposal Lacked Transparency, State’s Attorney General Says

Taxes August 14, 2026 

Florida Property Tax Proposal Lacked Transparency, State’s Attorney General Says

James Uthmeier said the property tax proposal “could certainly have been rolled out with greater transparency” and the involvement of “key stakeholders” like law enforcement.

How Much Will Social Security COLA Go Up Next Year? ‘It’s Infuriating’

Benefits August 14, 2026 

How Much Will Social Security COLA Go Up Next Year? ‘It’s Infuriating’

The Senior Citizens League’s new estimate reflects a 0.8 percentage point increase over last year’s cost-of-living adjustment of 2.8%.

Here’s Why Single-Family Offices for the Ultrawealthy Don’t Have to Register with the SEC

SEC August 14, 2026 

Here’s Why Single-Family Offices for the Ultrawealthy Don’t Have to Register with the SEC

Because they manage their own family's money, single-family offices used by the ultrawealthy to invest are exempt from some regulations.

NYC Can Keep Rolling Out the Pied-à-Terre Tax, at Least for Now, Judge Rules

Taxes August 14, 2026 

NYC Can Keep Rolling Out the Pied-à-Terre Tax, at Least for Now, Judge Rules

New York City can move forward with its implementation of a tax on luxury second homes, a state appeals court judge ruled—at least until a court hearing at the end of the month.

 Californians Split on Proposed Tax on Billionaires, Poll Shows

Taxes August 14, 2026 

Californians Split on Proposed Tax on Billionaires, Poll Shows

California voters are sharply divided over a ballot measure to impose a one-time tax on billionaires to help fund healthcare programs, according to a poll released Friday.

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