Financial Reporting August 26, 2026
AI Forecasting Jumps Among CFOs, But ROI Remains Elusive
Protiviti notes that among the 77% of finance organizations now employing AI, financial forecasting has emerged as the leading AI use case.
Financial Reporting August 26, 2026
AI Forecasting Jumps Among CFOs, But ROI Remains Elusive
Protiviti notes that among the 77% of finance organizations now employing AI, financial forecasting has emerged as the leading AI use case.
Financial Reporting August 11, 2026
The Difference Between Compliance and Defensibility
Firms that handle exams well treat the reasoning behind a decision as part of the decision itself.
Financial Planning September 3, 2026 Sponsored
Archived Webcast: Estate Planning After OBBBA: Turning Theory into Practice
With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors.
CAS August 4, 2026
Helping Clients Make Better Cash Flow Decisions
An advisor's role is not deciding for owners, but revealing how choices impact cash flow before commitments are made.
CAS July 29, 2026
Non-Deductible IRAs: A Sound Way to Save Even More for Retirement
You may want to rely on a nondeductible IRA to supplement contributions to an employer-provided plan.
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.
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.
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.
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.
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.
Advisory July 7, 2026
The Structured Installment Sale: What CPAs Should Be Telling Business and Real Estate Clients Before They Close
Make the structured installment sale a standard question in every pre-sale conversation.
Financial Planning June 17, 2026
5 Tips to Build a Healthy Money Mindset and Grow Your Finances
For busy households, consistency matters more than perfection because small wins stack up fast.