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.
Accounting Technology Lab Podcast December 12, 2025
What Is CAS (Client Advisory Services)? – The Accounting Technology Lab Podcast – Oct. 2025
Accounting technologist Randy Johnston and Brian Tankersley, CPA, discuss Client Advisory Services and how they have helped transform firms into being a valuable partner to clients throughout the year, as well as providing firms with steadier, year-round revenue streams.
Advisory December 8, 2025
Building the Next Generation of Global Delivery
The next era of global delivery will be defined by firms that invest in capability, embrace technology‑enabled operating models, and cultivate strategic partnerships.
Firm Management December 8, 2025
Why ‘Getting One Step Better’ Should Be Every Accountant’s Client Philosophy
If you're like most accountants working with small businesses, you've learned the hard way that giving clients everything they need all at once usually results in them doing nothing at all.
Taxes January 5, 2026 Sponsored
Archived Webcast: Master Filing Amended and Superseded Returns on Form 1040-X
Filing corrected returns can be confusing—but it doesn’t have to be. Join Amanda Watson, EA, for a practical session designed to help you confidently navigate amended and superseded returns.
Risk Management December 1, 2025
The 2026 Risk Outlook: Emerging Exposures and Priorities for CPA Firms
CPA firms that do not evolve their risk management strategies are going to find themselves exposed in ways they might never have anticipated.
Accounting November 25, 2025
THIS WEEK: Free Online CPE and IRS CE Conference Dec. 10-11
The event is free for professionals - all sessions qualify for one hour of certified CPE credit in various fields of study, while five of the tax-focused sessions also offer an hour each of CE credit.
Mergers and Acquisitions November 21, 2025
Sax Adds SCL Consulting in Maryland
The top 100 firm has acquired SCL Consulting, a Columbia, MD-based financial consulting firm that specializes in client accounting services, effective Nov. 14.
Risk Management November 19, 2025
Protecting Your Practice from Uninsurable, Uncovered Costs
After five consecutive years of cuts, Medicare physicians can finally expect to see higher revenues in 2026.
Advisory November 19, 2025
Crunchafi and Fieldguide Partner to Redefine Audit Efficiency
The partnership gives firms a connected solution that transforms how audit work begins, flows, and delivers value to clients.
Advisory October 29, 2025
Best Practices for Getting Client Buy-In and Building an Exceptional Experience
Whether you’re introducing a new advisory service, implementing technology, or changing how you deliver tax returns, getting client buy-in determines whether that change succeeds or stalls.
Financial Planning October 28, 2025
Life Insurance Planning Tips Every Family Should Consider
The two biggest financial needs parents and caregivers should consider before purchasing life insurance are income replacement and future education costs.
Financial Planning October 22, 2025
Ashton Thomas Private Wealth Opens New Office in San Francisco
Ashton Thomas Private Wealth, an Arax Investment Partners firm, has announced the opening of its new office in San Francisco, located at 580 California Street, Suite 2000.