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Advisory

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

Advisory April 24, 2026 

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.

Craig Hamm

Featured Articles

April 23, 2026  

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

April 20, 2026  

Fraud Remains a Top Concern for Americans, New AARP Research Shows

April 17, 2026  

The Missing Link Between Advisory Marketing and Advisory Sales

April 17, 2026  

How Automating Client Compliance Can Free Up Billable Hours

April 17, 2026  

Building a Tax Practice Clients Rely on All Year
FASB Approves New Accounting Rules for Joint Ventures

Accounting August 23, 2023 

FASB Approves New Accounting Rules for Joint Ventures

The ASU, issued by the FASB on Aug. 23, provides specific guidance on the accounting for joint venture formations.

Jason Bramwell

Five Ways to Secure Millennial and Gen Z Accounting Talent

Firm Management August 22, 2023 

Five Ways to Secure Millennial and Gen Z Accounting Talent

A global accounting industry survey of more than 6,000 accountants and auditors conducted earlier this year revealed the No. 1 challenge respondents currently face is attracting and retaining skilled talent.

5 Ways Accountants Can Use AI Right Now

Accounting August 22, 2023 

5 Ways Accountants Can Use AI Right Now

According to a UBS Study, ChatGPT reached 100 million monthly active users two months after its launch in January, making it the fastest-growing consumer application in history.

Housing Transitions May be Stressful for Senior Clients and Their Families

Payroll August 21, 2023 

Housing Transitions May be Stressful for Senior Clients and Their Families

The decision to stay or to move should be made collaboratively among the individuals, their families, and professionals, such as doctors, CPAs, and estate planners who look after the client's best interests.

wheelchair-1629490 pixabay kimkin_960_720

Payroll August 21, 2023 

How a Patient Advocate Can Work for Your Clients

A good patient advocate can empower individuals or families to make informed choices by educating them about the patient’s medical conditions,

Financial Planning for Special Needs Clients Takes Special Professionals

Payroll August 21, 2023 

Financial Planning for Special Needs Clients Takes Special Professionals

More and more families have children with disabilities. In fact, you may have special-needs families among your clientele and not even know it.

Half of Businesses Aren’t Prepared for Impact of ESG Risks

Small Business August 18, 2023 

Half of Businesses Aren’t Prepared for Impact of ESG Risks

64% of firms say climate related threats such as climate risks to physical assets or energy transition risks represented very material risks to their firm over the last 12 months.

Isaac M. O'Bannon

Top 200 Firm Smith + Howard Merges with Tennessee’s Market Street Partners

Firm Management August 17, 2023 

Top 200 Firm Smith + Howard Merges with Tennessee’s Market Street Partners

Founded in 2016, Market Street Partners provides accounting and advisory services to businesses and individuals in the Chattanooga area.

Jason Bramwell

Wealth and Asset Management Firms Are Still Hesitant On U.S. Economy

Accounting August 17, 2023 

Wealth and Asset Management Firms Are Still Hesitant On U.S. Economy

Ongoing rate hikes, uncertain market performance, geopolitical tensions, and increased competition all contribute to overall cautious economic predictions.

Isaac M. O'Bannon

fists clients pixabay mohamed_hassan paper-3213924_960_720

Accounting August 16, 2023 

The Power of Relational Accounting: Beyond Data-Driven Client Advisory Services

We're all drawn to the power of data analytics and the insights they can provide. But there's more to being a successful accounting professional than crunching numbers.

Amy Vetter

BDO USA Calls Its New ESOP ‘a Game-Changer’ for the Profession

Firm Management August 14, 2023 

BDO USA Calls Its New ESOP ‘a Game-Changer’ for the Profession

The sixth-largest public accounting firm in the U.S. said on Monday its ESOP would be among the largest in the country.

Jason Bramwell

IRS Warns Employers About Abusive ESOP Schemes

Taxes August 11, 2023 

IRS Warns Employers About Abusive ESOP Schemes

The IRS has concerns that employee stock ownership plans are being used by some wealthy taxpayers as a tax avoidance tool.

Jason Bramwell

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