Advisory

Accounting July 21, 2026 

This year’s online event will be held Dec. 9 and Dec. 10, 2026, with seven free, one-hour, educational sessions each day.

Isaac M. O'Bannon

CAS July 21, 2026 

For clients in these situations, a QCD may be meaningfully more efficient than a cash gift paired with an income tax deduction.

Bill Knox, JD, LLM

CAS July 16, 2026 

The Association of Russian-Speaking Accountants and Tax Professionals (ARSAT), has announced a national forum for 2026.

Isaac M. O'Bannon

Advisory July 16, 2026 

Managing the lifestyles of the rich and famous has its appeal, but not everything is glitter and gold. Though these engagements offer intriguing and lucrative opportunities, they also present heightened risks.

Nicole Graham

Financial Reporting July 16, 2026 

Fixed asset management isn't exciting but it's easy to get wrong. That makes it an under-served advisory opportunity.

Gregg Hopfeldt

Risk Management July 15, 2026 

Fieldguide’s agentic platform will be the technology foundation behind CompliAI, Grant Thornton’s AI controls and risk assessment tool.

Isaac M. O'Bannon

Firm Management July 13, 2026 

Instead of asking how automation can optimize firm overhead, firm leaders must challenge themselves to ask a more transformative question: How can AI provide real-time, proactive growth strategies that directly benefit your clients?

Rachel Farris, CPA

CAS July 9, 2026 

If software does the data entry, what are you selling? The firms with the best answer are pricing past the trend.

Alon Livshitz

Advisory July 7, 2026 

Make the structured installment sale a standard question in every pre-sale conversation.

Sean Whitehead

Small Business July 7, 2026 

The way most SMBs manage travel expenses looks almost exactly the way it did when they had ten employees instead of thirty.

Amy Vetter

Technology June 30, 2026 

TaxStatus unveiled Planning Observations, a new capability that automatically identifies advisory opportunities and advice gaps from a client’s own tax records.

Jason Bramwell

Auditing June 30, 2026 

There are practical steps that hold up well regardless of which regulatory framework applies to a given client.

Scott Carr