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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
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Firm Management June 22, 2023 

Building Your Internal Advisory Team

Let's explore what it takes to build a successful internal advisory team: from finding your why to identifying the roles ripe for becoming internal advisors.

Arianna Campbell

 Vic.ai Launches Intelligent PO Matching, a Step Forward in Autonomous Finance

Accounting June 22, 2023 

Vic.ai Launches Intelligent PO Matching, a Step Forward in Autonomous Finance

This release is the latest in Vic.ai’s end-to-end invoice processing solution, which uses AI to automate manually intensive AP tasks and elevate finance and accounting teams.

Isaac M. O'Bannon

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Payroll June 22, 2023 

Most Americans Uncomfortable with Emergency Savings

Just 43% of Americans say they are comfortable with the level of emergency savings they currently have, including 28% who are somewhat comfortable and 15% who are very comfortable.

Isaac M. O'Bannon

The Technology Lab Podcast – Recap of AICPA Engage 2023

Accounting Technology Lab Podcast June 21, 2023 

The Technology Lab Podcast – Recap of AICPA Engage 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 AICPA Engage conference. The largest annual event by the AICPA, Engage brings together professionals in all areas of practice for education, networking, and other events.

Brian Tankersley, Randy Johnston

Woodard Appoints Deborah Defer as Director of CAAS Consulting Services

Accounting June 21, 2023 

Woodard Appoints Deborah Defer as Director of CAAS Consulting Services

Defer will lead Woodard’s efforts in providing comprehensive assessments, practice strategy/design, and implementation support to top 200 CPA firms in the United States.

Isaac M. O'Bannon

 Tax, Accounting and Legal Pros are Cautiously Optimistic about Generative AI

Accounting June 21, 2023 

Tax, Accounting and Legal Pros are Cautiously Optimistic about Generative AI

Twenty percent of respondents said their firm or company has warned employees against the unauthorized use of generative AI at work.

Isaac M. O'Bannon

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Accounting June 20, 2023 

Confused about IRS Pub 4557 vs FTC Safeguards Rule, and Which Applies to Your Firm?

Practitioners who fall under the ruling may be subject to an investigation by the FTC which could result in steep penalties and fines for not complying - up to $43,000 per day.

Chris Farrell

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Advisory June 20, 2023 

Commercial Insurance Rates Increased by 5.6% in Q1 2023

The aggregate commercial price change reported by carriers was an increase of 5.6%, up from the rate of 4.8% in the previous quarter.

Isaac M. O'Bannon

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Small Business June 20, 2023 

Most Small Business Owners Don’t Want Their Kids to Inherit and Run Their Business

Among parents, nearly all (94%) want their children to forge their own path, rather than follow in their footsteps.

Isaac M. O'Bannon

Grant Thornton Expands Private Equity Offerings

Accounting June 20, 2023 

Grant Thornton Expands Private Equity Offerings

In these roles, McManus and Arata will provide Grant Thornton’s private equity clients and their portfolio companies with comprehensive solutions that help drive organic and inorganic strategic growth.

Isaac M. O'Bannon

EY Global Chairman Carmine Di Sibio to Retire After Split Plan Fails

Firm Management June 16, 2023 

EY Global Chairman Carmine Di Sibio to Retire After Split Plan Fails

Di Sibio, global chair and CEO of the Big Four firm since 2019, won't step down until the end of the next financial year in June 2024.

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Accounting June 15, 2023 

State CPA Societies in Action: Florida Institute of CPAs (FICPA)

Founded in 1905, the Florida Institute of Certified Public Accountants (FICPA) is the premier association serving CPAs, accountants and financial professionals in the state of Florida.

Mary Girsch-Bock

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