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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
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

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

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