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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
Decisions 2024: The Opportunities for Accounting Firms Have Never Been Greater

CAS November 11, 2024 

Decisions 2024: The Opportunities for Accounting Firms Have Never Been Greater

The outlook couldn't be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings.

Randy Johnston

End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year

Accounting November 7, 2024 

End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year

This checklist allows CPAs, accountants, and financial consultants to provide clients with a comprehensive approach to year-end A/R management.

Archived Webcast – S Corporation vs. LLC: Similarities and Differences

Accounting November 21, 2024  Sponsored

Archived Webcast – S Corporation vs. LLC: Similarities and Differences

While S Corporations and Limited Liability Companies (LLCs) are similar because they provide liability protection for business owners and allow for pass-through tax treatment, there are many differences as to how they are operated, complied with, and taxed.

Inspiration, Education, and Primo Networking: Intuit Connect Continues to be THE Event for Accounting Professionals

Small Business November 6, 2024  Sponsored

Inspiration, Education, and Primo Networking: Intuit Connect Continues to be THE Event for Accounting Professionals

The name change to Intuit Connect encompassed the integrated platform’s ability to help businesses start up and scale up, with accountants as the key advisors who, along with the QuickBooks ecosystem, guide their clients to growth.

Scott Cytron

Archived Webcast – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems

Accounting December 11, 2024  Sponsored

Archived Webcast – Not Just for the Rich: Using Charitable Giving Techniques to Solve Real-World Tax and Financial Planning Problems

Are your clients looking for ways to reduce their tax liability? Charitable giving offers unique opportunities to benefit from tax advantages, support a favorite charity, and generate lifetime income.

Sikich Expands AI Consulting Offerings

Advisory November 4, 2024 

Sikich Expands AI Consulting Offerings

The top 30 firm launched the Sikich AI Solutions Studio and appointed longtime firm veteran Ray Beste as principal AI strategist.

Jason Bramwell

Crowe Launches Human Capital Consulting Practice

Advisory October 31, 2024 

Crowe Launches Human Capital Consulting Practice

The new human capital consulting practice at Crowe will be led by Joy Duce, who previously was chief people officer at Baker Tilly.

Jason Bramwell

Avalara Expands Global E-Invoicing Compliance with Built on Workday

Advisory October 31, 2024 

Avalara Expands Global E-Invoicing Compliance with Built on Workday

The Avalara ELR solution gives customers a robust tax automation tool to help remain compliant with e-invoicing regulations globally.

Isaac M. O'Bannon

EisnerAmper Rolls Out Energy Sector CFO Advisory Group

Advisory October 30, 2024 

EisnerAmper Rolls Out Energy Sector CFO Advisory Group

The Energy Sector CFO Advisory team's experience supporting the energy industry gives them a unique market perspective, the firm says.

Jason Bramwell

AI Unchained 2024 Celebrates a Groundbreaking Convergence of AI and Accounting

Accounting October 29, 2024 

AI Unchained 2024 Celebrates a Groundbreaking Convergence of AI and Accounting

Headlining the event was none other than actor, producer, and advocate Kal Penn, who brought a unique blend of humor and heart as the keynote speaker.

Gail Perry

How Automation Helped a Firm Save Clients $500,000 on Lease Management

Advisory October 29, 2024 

How Automation Helped a Firm Save Clients $500,000 on Lease Management

With the implementation of the new lease accounting standards under ASC 842, GBQ faced significant challenges in helping their construction clients navigate these complex changes.

Isaac M. O'Bannon

2024 Intuit Connect Conference Kicks Off in Vegas

Small Business October 28, 2024 

2024 Intuit Connect Conference Kicks Off in Vegas

Conference activities centered around small business practices, advisory services, professional tax services, and accounting firm management will be held from October 28-30, 2024.

Isaac M. O'Bannon

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