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Advisory

Americans Lost $68 Billion to Scams in 2025

CAS July 23, 2026 

Americans Lost $68 Billion to Scams in 2025

6% of the U.S. population were victims of financial scams in 2025, with total losses reaching approximately $68 billion.

Featured Articles

July 22, 2026  

How Firm Principals Work Themselves Out of a Job

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. 9-10, 2026

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
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Risk Management March 4, 2025 

The Strategic Advantage of a Change Advisory Board

One helpful tool for structured change management is the Change Advisory Board (CAB). It’s a concept long used in IT and now gaining traction in broader business and project management functions.

Amanda Wilkie

Archived Webcast: Helping Clients Set Up Their Remote Employees

Accounting March 26, 2025  Sponsored

Archived Webcast: Helping Clients Set Up Their Remote Employees

Many businesses have team members across state lines, and you may have clients with remote employees in other states. Payroll can get confusing and tricky in these situations.

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Small Business February 12, 2025 

Small Businesses Saw Improved Performance, Says Xero Data

For the first time since late 2022, sales growth was positive and late payments and time to be paid metrics both had shorter waiting times.

Isaac M. O'Bannon

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

CAS February 12, 2025 

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

Data and insights from the tool, together with the consulting capacity of the team at Forvis Mazars, will provide an Unmatched Client Experience for carriers seeking to improve their bottom line.

Isaac M. O'Bannon

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Small Business February 7, 2025 

Maryland Considers Adding Retail Delivery Fee

The fee would apply once per transaction even if the items are delivered in multiple shipments, so long as the purchase contains one item of tangible personal property subject to Maryland sales tax.

Gail Cole

Super Charge Business Development with Proposal Software

Advisory February 7, 2025 

Super Charge Business Development with Proposal Software

It can automate repetitive tasks, such as inserting standard service descriptions, pricing, and contract terms. It allows you to quickly generate proposals from templates instead of starting from scratch

Becky Livingston

Content-Audit1

Advisory February 7, 2025 

Key Trends, Challenges and Opportunities in Integrated Assurance

The report highlights the need for sustainable approaches to breaking down “silos” within risk management and assurance functions, which can result in inefficiencies, duplicative efforts, and incomplete reporting.

World1

Small Business February 7, 2025 

A Guide to Understanding Value-Added Tax (VAT)

If you plan to do business outside of the United States, you’ll need to understand value-added tax (VAT). It’s the most common consumption tax in the world.

Gail Cole

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Small Business February 6, 2025 

Essential 2025 Sales Tax Law Changes

The report covers sales tax changes specifically affecting the manufacturing, retail, and software industries. It also addresses beverage alcohol, communications, excise, lodging, and VAT changes.

Gail Cole

Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

CAS February 6, 2025  Sponsored

Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

The Firm of the Future blog recently featured a wrap-up of QuickBooks features to complement Main Stage presentations on the new Intuit Enterprise Suite and new features in QuickBooks Online.

Scott Cytron

economy1

Accounting February 6, 2025 

Businesses Face Persistent Risks and Growth Opportunities as Global Economy Undergoes Transformative Shift

A new study explores how businesses, executives and investors should rethink traditional approaches for navigating today’s global macroeconomic environment.

Isaac M. O'Bannon

CFOs Show Signs of Optimism in Latest Grant Thornton Survey

Small Business February 5, 2025 

CFOs Show Signs of Optimism in Latest Grant Thornton Survey

Respondents reported 13-quarter highs in their confidence in meeting growth projections (65%), increased demand (64%), cost control goals (62%) and labor needs (60%).

Isaac M. O'Bannon

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