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.
Technology October 29, 2025
AI and Autonomous Agents Redefine the Office of the CFO
Generative AI has surpassed traditional AI and machine learning as the most influential technology, with 25.9% of finance professionals calling it the top trend.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.