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Advisory

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

Small Business November 5, 2026 

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.

Salman Shawaf

Featured Articles

November 4, 2026  

The Reconciled-Books Trap: 5 Misclassifications Tax Preparers Should Catch Before Filing

November 4, 2026  

The Bookkeeping Mistake That Keeps Showing Up in New Clients’ Books

November 3, 2026  

Selling Advice, Not Hours: Packaging Advisory Services Clients Understand

November 3, 2026  

Levvy Announces New Connection to Claude and ChatGPT

November 2, 2026  

Beat Financial Stress: 6 Essential Year-End Money Moves
54% of Gen X Say Caregiving Fuels Workplace Burnout

Financial Planning July 27, 2026 

54% of Gen X Say Caregiving Fuels Workplace Burnout

Heavy caregiving demands are quietly fracturing the careers and financial stability of Gen X professionals. 

riskmanagement1

Financial Reporting July 27, 2026 

57% of U.S. Finance and Risk Executives Default to ‘No’ on Growth

The research examines how finance and risk teams are evolving as companies navigate economic uncertainty, trade disruption and growing pressure to make faster decisions.

Arax to Acquire $3 Billion RIA Transcend Capital Advisors

Mergers and Acquisitions July 27, 2026 

Arax to Acquire $3 Billion RIA Transcend Capital Advisors

Transcend will be the seventh firm to join Arax in 2026, further expanding the firm's presence across a nationally growing footprint.

2026 Comic Book Investing: A Mid-Year Report Card

Financial Planning July 25, 2026 

2026 Comic Book Investing: A Mid-Year Report Card

Comics are serious, solid investments. The market is strong and diverse, with comics from various genres and time periods appreciating in value.

Vincent Zurzolo

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.

How Firm Principals Work Themselves Out of a Job

CAS July 22, 2026 

How Firm Principals Work Themselves Out of a Job

Giving yourself time to work on the business instead of in the business is essential.

Tom Wadelton

CLA Teams with Digits to Build Proprietary AI Model

Technology July 22, 2026 

CLA Teams with Digits to Build Proprietary AI Model

CliftonLarsonAllen is collaborating with AI-native accounting platform Digits to develop and train its own proprietary AI model, which the top 15 firm says will be deployed to thousands of current and future clients over the next three years.

Jason Bramwell

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

CAS July 21, 2026 

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

For clients in these situations, a QCD may be meaningfully more efficient than a cash gift paired with an income tax deduction.

Bill Knox, JD, LLM

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24

CAS July 16, 2026 

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24

The Association of Russian-Speaking Accountants and Tax Professionals (ARSAT), has announced a national forum for 2026.

Isaac M. O'Bannon

Luxury Liabilities: Serving High-Net-Worth Clients

Advisory July 16, 2026 

Luxury Liabilities: Serving High-Net-Worth Clients

Managing the lifestyles of the rich and famous has its appeal, but not everything is glitter and gold. Though these engagements offer intriguing and lucrative opportunities, they also present heightened risks.

Nicole Graham

Depreciation 1  5689872d321eb

Financial Reporting July 16, 2026 

Why Small Business Clients Keep Getting Depreciation Wrong — And What CPAs Can Do About It

Fixed asset management isn't exciting but it's easy to get wrong. That makes it an under-served advisory opportunity.

Gregg Hopfeldt

Grant Thornton Advisors Partners with Fieldguide for Agentic AI for Risk and Control Services

Risk Management July 15, 2026 

Grant Thornton Advisors Partners with Fieldguide for Agentic AI for Risk and Control Services

Fieldguide’s agentic platform will be the technology foundation behind CompliAI, Grant Thornton’s AI controls and risk assessment tool.

Isaac M. O'Bannon

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