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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 13, 2026  

CohnReznick Acquires Top 100 Accounting Firm Aldrich

October 13, 2026  

AICPA Gives Feedback on Implementation of Executive Order on Exempt Organization Tax Returns

October 13, 2026  

Before the Next Software Purchase: Help Clients Fix Invoice Approvals and AP/AR Workflows First

October 13, 2026  

The Hidden Cost of Tool Stacking in Growing Accounting Firms

October 13, 2026  

Organizations Prioritize Integrated Cyber and Risk Management, But Lack Ability to Enable It
IRS Issues Proposed Regs on Employer Contributions to Trump Accounts

Taxes August 11, 2026 

IRS Issues Proposed Regs on Employer Contributions to Trump Accounts

The proposed regulations outline requirements for employers that wish to maintain a Trump Account contribution program.

Isaac M. O'Bannon

Protecting Privilege in the Age of AI: What Two New Federal Rulings Mean for Tax Professionals

Firm Management August 11, 2026 

Protecting Privilege in the Age of AI: What Two New Federal Rulings Mean for Tax Professionals

Artificial intelligence tools are now a fixture of daily practice, for tax attorneys, CPAs, and the clients they share.

Saidin M. Hernandez

Crowe Closes Private Equity Investment From KKR

Firm Management August 11, 2026 

Crowe Closes Private Equity Investment From KKR

Chicago-based Crowe completed the sale of a stake in the firm to KKR on Aug. 7, making it one of the largest accounting firms in the U.S. to receive a private equity infusion.

Jason Bramwell

The Difference Between Compliance and Defensibility

Financial Reporting August 11, 2026 

The Difference Between Compliance and Defensibility

Firms that handle exams well treat the reasoning behind a decision as part of the decision itself.

Jamie Hoyle

UHY Adds Michigan CFO Associates

Mergers and Acquisitions August 11, 2026 

UHY Adds Michigan CFO Associates

Top 30 accounting firm UHY is expanding its CAS capabilities by combining with Michigan CFO Associates, a Clinton Township, MI-based provider of fractional CFO, financial leadership, and strategic advisory services to entrepreneur-led businesses.

Jason Bramwell

TaxPlanIQ Named No. 644 on the 2026 Inc. 5000 List

Technology August 11, 2026 

TaxPlanIQ Named No. 644 on the 2026 Inc. 5000 List

A tax planning and advisory platform serving accounting firms across the U.S., TaxPlanIQ posted 562% three-year revenue growth to earn its place among this year’s honorees.

Book: To Exhausted Leaders Everywhere: Stop Pretending and Start Practicing Conviction

Firm Management August 11, 2026 

Book: To Exhausted Leaders Everywhere: Stop Pretending and Start Practicing Conviction

“Competence is what you perform; conviction is the earned capability to sustain who you are when every force pulls you back — and you cannot fake it or demand it.”

SEC Exempts Data-Center Bonds From Key Securitization Rules

SEC August 11, 2026 

SEC Exempts Data-Center Bonds From Key Securitization Rules

The SEC said a major subset of data-center securitizations don’t need to have disclosures and investor protections that similar deals require.

Judge Halts Rollout of Mamdani’s Pied-à-Terre Tax

Taxes August 10, 2026 

Judge Halts Rollout of Mamdani’s Pied-à-Terre Tax

The order also nullified any deadlines for the tax, at least for the time being.

Why Root Cause Analysis Deserves a Permanent Place in Your Firm’s Incident Response Plan

Firm Management August 10, 2026 

Why Root Cause Analysis Deserves a Permanent Place in Your Firm’s Incident Response Plan

Root cause analysis works best when it's treated as a standing part of incident response rather than an occasional deep-dive reserved for major breaches.

Scott Carr

65% of Workers Say Their Job Didn’t Match the Description

Staffing August 10, 2026 

65% of Workers Say Their Job Didn’t Match the Description

The findings point to a retention risk for employers, not just a recruiting issue. Only 18% of workers say they completely trust job descriptions to accurately represent a role.

Isaac M. O'Bannon

A Step-by-Step Strategy for Building an Emergency Fund

Economy August 10, 2026 

A Step-by-Step Strategy for Building an Emergency Fund

Americans are strained by rising costs of living. These savings tips can alleviate financial stress and cushion against unexpected expenses.

Isaac M. O'Bannon

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