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Advisory

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

Featured Articles

April 24, 2026  

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

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
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

Effectively Leveraging Accounting for Financial Planning Strategy

Small Business August 11, 2023 

Effectively Leveraging Accounting for Financial Planning Strategy

Most small businesses lack the capacity for a financial planning and analysis (FP&A) function, but that doesn't mean they can't build analytical and strategic value from their accounting resources.

Finances and the Aging Parent: A Roadmap For Family Harmony

Payroll August 10, 2023 

Finances and the Aging Parent: A Roadmap For Family Harmony

Aging brings about unanticipated financial challenges that elderly parents need help navigating.

Grant Thornton Appoints New Leaders to Audit Quality & Risk Leadership Team

Accounting August 10, 2023 

Grant Thornton Appoints New Leaders to Audit Quality & Risk Leadership Team

Kendra Decker and Graham Dyer to help drive firm’s continued commitment to audit quality.

Isaac M. O'Bannon

FORVIS Launches NetSuite Technology Consulting Practice

Technology August 10, 2023 

FORVIS Launches NetSuite Technology Consulting Practice

Recognizing NetSuite’s transformative and scalable characteristics, FORVIS has assembled a team of highly skilled and experienced technology consultants to lead the NetSuite practice.

Isaac M. O'Bannon

creditcards1

Accounting August 9, 2023 

American Credit Card Debt Tops $1 Trillion for First Time

Balances increased by $45 billion, the most of all debt types, to $1.03 trillion in the second quarter, the New York Fed said in a report Tuesday.

RSM US Reaches Revenue of $3.7 Billion in FY 2023

Firm Management August 9, 2023 

RSM US Reaches Revenue of $3.7 Billion in FY 2023

Chicago-based RSM remains the fifth-largest accounting firm in the U.S. by revenue, only behind the Big Four firms.

Jason Bramwell

Withum Expands in the Baltimore Area

Firm Management August 4, 2023 

Withum Expands in the Baltimore Area

The top 25 firm acquired the specialized health care assurance and risk consulting practice of TMDG, and the tax and audit practice of PBMares.

Jason Bramwell

CLA Picks Up Washington CPA Firm Frost & Company

Firm Management August 4, 2023 

CLA Picks Up Washington CPA Firm Frost & Company

As a result of the acquisition, CLA now has over 30 professionals who worked for Frost & Company in Tacoma and Lacey, WA.

Jason Bramwell

Nominations Open for CPA Practice Advisor’s “40 Under 40” and “20 Under 40”

Accounting July 28, 2023 

Nominations Open for CPA Practice Advisor’s “40 Under 40” and “20 Under 40”

The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession by visibly and incrementally changing...

Financial-Smartphone-Apps1

Accounting July 27, 2023 

Majority of U.S. Consumers Use Apps for Finances Before Turning to Accountants

While fintech won’t make advisors obsolete anytime soon, financial professionals need to adapt to changing consumer behavior and play up their strengths by augmenting their services.

Isaac M. O'Bannon

Your Firm and Your AI Strategy

Advisory July 27, 2023 

Your Firm and Your AI Strategy

Your AI strategies and tactics should align with your firm strategies and tactics and your technology strategies and tactics.

Randy Johnston

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