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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
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

 Advisory in Your Firm: Price, Process, and Getting Started

July 27, 2023  Sponsored

Advisory in Your Firm: Price, Process, and Getting Started

Advisory is a year-round process; as you get ready for tax year 2023, now is a great time to update tax planning with higher-value tax advisory services.

Scott Cytron

cfpb consumer financial protection bureau 1  58dbe09460878

Accounting July 24, 2023 

Watchdog Agency Wants More Regulations on Use of AI in Lending

The CFPB has already taken steps to stamp out abuses. The agency last month proposed a rule for home appraisals computed by algorithms.

business-finances-33557101

Payroll July 24, 2023 

74 Percent of Americans Have Financial Regrets: Most Commonly Is Not Saving Enough for Retirement

Overall, just 20% of U.S. adults say they do not have any financial regrets, while 6% say they don’t know what their biggest financial regret is.

Isaac M. O'Bannon

laptop coffee Pixabay Pexels -1869820_960_720

Technology July 20, 2023 

Working Road Trip? Pack for Success!

Guided by the Boy Scout motto of always being prepared, I’m writing this column on my “gotta have items” for working anywhere on the road.

Roman Kepczyk

HubSync Unveils Gateway: Redefining Client Experience for Audit and Tax Professionals

Accounting July 19, 2023 

HubSync Unveils Gateway: Redefining Client Experience for Audit and Tax Professionals

Gateway offers real-time status reporting and customizable set-ups for internal, corporate, and individual clients, ensuring 360-degree visibility regardless of size, complexity, or location.

Isaac M. O'Bannon

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