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Advisory

How Firm Principals Work Themselves Out of a Job

CAS July 22, 2026 

How Firm Principals Work Themselves Out of a Job

Giving yourself time to work on the business instead of in the business is essential.

Tom Wadelton

Featured Articles

July 22, 2026  

CLA Teams with Digits to Build Proprietary AI Model

July 21, 2026  

Registration Open for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 10-11

July 21, 2026  

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

July 16, 2026  

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24

July 16, 2026  

Luxury Liabilities: Serving High-Net-Worth Clients
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

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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.

How Independent Financial Advisors Can Drive Smart, Sustainable Growth

Advisory August 26, 2025 

How Independent Financial Advisors Can Drive Smart, Sustainable Growth

By adequately laying the groundwork, independent practices can stimulate both organic and inorganic growth.

The Future of Accounting: How Intuit’s AI Innovations Are Reshaping the Profession

Technology August 22, 2025  Sponsored

The Future of Accounting: How Intuit’s AI Innovations Are Reshaping the Profession

Embracing these and other innovations will allow you to deliver higher-value services, solidify their position as trusted advisors, and ultimately, drive greater success for their clients in an increasingly data-driven world.

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Advisory August 22, 2025 

How to Help Clients who Provide Care for Mentally Ill Family Members

Caring for a mentally ill loved one involves a journey of discovery – it’s like you’re venturing into unexplored territory. And like all good explorers, you have to leave a map for those who will follow in your footsteps.

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