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Advisory

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

Technology June 9, 2026 

TaxDome Launches Kiosk: The In-Person Client Experience, Now Digitally Integrated

TaxDome has announced the launch of TaxDome Kiosk, a modern practice management platform.

Isaac M. O'Bannon

Featured Articles

June 5, 2026  

Compliance Policies Need Tools Sophisticated Enough to Enforce Them

June 4, 2026  

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

May 29, 2026  

Why Risk-Informed Advisory Is Becoming Essential for CPA Firms

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

May 19, 2026  

Restaurant Accountants: Lunch is Back, and It’s Big Business
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Auditing September 24, 2025 

IIA Report Shows Geopolitical Uncertainty and Digital Disruption Risks on The Rise

Thirty-eight percent of global respondents rated geopolitical and macroeconomic uncertainty risk as a top five risk area, indicating the largest jump across risk areas compared to last year.

Inside the Client Experience

Accounting September 18, 2025  Sponsored

Inside the Client Experience

The Inside the Client Experience Report uncovers what clients really experience during accounting engagements.

Alma Bank Partners with Cetera in Pursuit of Growth

Advisory September 17, 2025 

Alma Bank Partners with Cetera in Pursuit of Growth

Cetera Financial Institutions has partnered with Alma Bank to further strengthen and grow the bank’s investment program, Alma Wealth Management.

Isaac M. O'Bannon

Nominations Open for CPA Practice Advisor’s 2025 ’40 Under 40′ and ’20 Under 40′ Awards

Accounting September 15, 2025 

Nominations Open for CPA Practice Advisor’s 2025 ’40 Under 40′ and ’20 Under 40′ Awards

Nominate a professional for the 2025 40 Under 40 or 20 Under 40 award. The deadline is Nov. 12, 2025. Nominees must have not turned 40 by Nov. 15, 2025.

Isaac M. O'Bannon

TrustedAdvisor3 54bed0beb4f6c

Advisory September 12, 2025 

Tax Advisory Practices Are Busier Than Ever: How to Keep Up

For firms to succeed, we must adapt our operational strategies to meet these challenges head-on. These are three key factors contributing to the increased demand for tax services.

3 Key Areas CFOs Need to Focus On in the Near-Term

Accounting September 10, 2025 

3 Key Areas CFOs Need to Focus On in the Near-Term

CFOs and finance leaders grappling with the volume and pace of AI developments in corporate finance should focus on three areas in the near term, according to Gartner Inc., a business and technology insights company.

Isaac M. O'Bannon

CFO Interest in AI for Finance Functions is Growing

Financial Reporting September 9, 2025 

CFO Interest in AI for Finance Functions is Growing

According to the survey, the number of finance teams leveraging AI tools has more than doubled in the past year, jumping from 34% in 2024 to 72% in 2025.

Isaac M. O'Bannon

Corporations Are Eligible to Issue Qualified Small Business Stock (QSBS) Only if They Satisfy Section 1202’s ‘Aggregate Gross Assets’ Test

Small Business September 8, 2025 

Corporations Are Eligible to Issue Qualified Small Business Stock (QSBS) Only if They Satisfy Section 1202’s ‘Aggregate Gross Assets’ Test

There are a number of taxpayer-level and corporate-level eligibility requirements that must be satisfied before a taxpayer is eligible to claim Section 1202’s gain exclusion.

Grant Thornton Advisors to Sink $1 Billion Over Three Years on AI

Technology September 5, 2025 

Grant Thornton Advisors to Sink $1 Billion Over Three Years on AI

Grant Thornton says the investment wil provide AI tools and technology to the entire workforce at its multinational professional services platform, which stretches from the Americas across Europe to the Middle East.

Jason Bramwell

Archived Webcast: Retirement Stages for Individuals and Small Business Owners

Accounting October 14, 2025  Sponsored

Archived Webcast: Retirement Stages for Individuals and Small Business Owners

Retirement planning is not one-size-fits-all—it evolves through distinct stages of life and business ownership. This course explores key milestones and strategies to help individuals and small business owners prepare for a secure and efficient retirement.

AI Integrations in ProConnect Tax: Moving from Science Fiction to Real-Life, Practical Implementation

Small Business August 27, 2025  Sponsored

AI Integrations in ProConnect Tax: Moving from Science Fiction to Real-Life, Practical Implementation

The question is no longer whether you should embrace AI, but how you will adopt it as a technology cornerstone of your firm’s growth and success.

Scott Cytron

Traditional Risk Assessments Leave Modern Businesses Exposed, Compliance Expert Warns

Small Business August 27, 2025 

Traditional Risk Assessments Leave Modern Businesses Exposed, Compliance Expert Warns

A former business systems consultant explains why traditional risk assessment methods are inadequate for addressing modern business threats like cyberattacks and technology failures.

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