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Firm Management

AICPA News – May 2026

Accounting May 4, 2026 

AICPA News – May 2026

AICPA News is a roundup of recent announcements from the American Institute of CPAs.

Mary Girsch-Bock

Featured Articles

May 4, 2026  

7 Phrases Every CPA Leader Should Listen for in M&A Talks

May 4, 2026  

Frazier & Deeter Acquires Copeland Buhl in Minnesota

May 4, 2026  

AI Adoption in CPA Firms: Benefits, Challenges and Best Practices for Leaders

May 1, 2026  

Tax Season Survival Index Measures the Human Cost of Tax Season on Professionals

May 1, 2026  

Sikich Buys Consulting Firm Jefferson Wells U.S. From ManpowerGroup in $100 Million Deal
Aprio Adds Unclaimed Property Compliance Capabilities with Addition of JMS Advisory Group

Firm Management March 4, 2025 

Aprio Adds Unclaimed Property Compliance Capabilities with Addition of JMS Advisory Group

Aprio has acquired JMS Advisory Group, LLC (JMS), a firm specializing in unclaimed property compliance and escheat process development and improvement, located in Atlanta.

Isaac M. O'Bannon

AICPA Pushes Back on Treasury Final Regulations on Related-Party Basis Adjustment Transactions

Taxes March 3, 2025 

AICPA Pushes Back on Treasury Final Regulations on Related-Party Basis Adjustment Transactions

In its latest comment letter, the AICPA urges immediate suspension and removal of the final regulations due to the impractical provisions and administrative burdens it imposes.

Isaac M. O'Bannon

The Power of Career Conversations: Are You Engaging with Your Team?

Firm Management March 3, 2025 

The Power of Career Conversations: Are You Engaging with Your Team?

Career conversations are a simple but powerful way to show your team that you want them to be successful—and satisfied. So, ask yourself: When was the last time I had career conversations with my staff members?

Steve Saah

Review of Zoho for Firms – The Accounting Technology Lab Podcast – Feb. 2025

Accounting Technology Lab Podcast February 28, 2025 

Review of Zoho for Firms – The Accounting Technology Lab Podcast – Feb. 2025

In this video and podcast, Randy Johnston and Brian Tankersley, CPA, review ZOHO for Firms in their roundup of AI systems for accounting firms.

Brian Tankersley, Randy Johnston

Springline Advisory and EFPR Advisory Partner to Expand Accounting Reach Across Northeastern U.S.

Firm Management February 27, 2025 

Springline Advisory and EFPR Advisory Partner to Expand Accounting Reach Across Northeastern U.S.

The partnership emphasizes both firms' dedication to efficient operations and market expansion while prioritizing its people by retaining and cultivating top-tier talent and professional development programs.

Isaac M. O'Bannon

Baker Tilly Set to Buy Hayflich CPAs in West Virginia

Mergers and Acquisitions February 27, 2025 

Baker Tilly Set to Buy Hayflich CPAs in West Virginia

The top 10 accounting firm is planning to expand its presence in the Mid-Atlantic region saying Thursday it's intending to acquire Huntington, WV-based Hayflich CPAs.

Jason Bramwell

AICPA Submits Request for Updates, Request to Testify on Circular 230

AICPA February 26, 2025 

AICPA Submits Request for Updates, Request to Testify on Circular 230

The AICPA’s recommendations were submitted to clarify the proposed revisions to the Treasury’s standards, as well as other rules that tax and valuation practitioners must follow.

Isaac M. O'Bannon

Why Your People Leave: Creating a Culture That Makes Them Want to Stay

Firm Management February 26, 2025 

Why Your People Leave: Creating a Culture That Makes Them Want to Stay

Creating a firm where people choose to stay isn't about policies or perks—it's about building an environment where work-life harmony thrives and professional growth feels limitless.

Amy Vetter

AICPA Adds Rightworks Cloud and Security Program to Member Discount Program

Firm Management February 26, 2025 

AICPA Adds Rightworks Cloud and Security Program to Member Discount Program

The collaboration provides AICPA members with exclusive discounts on Rightworks WISP and Total Security solutions, empowering firms and small businesses to stay ahead of security threats.

Isaac M. O'Bannon

CohnReznick Gets Growth Investment from Apax Funds

Firm Management February 26, 2025 

CohnReznick Gets Growth Investment from Apax Funds

The top 20 accounting firm holds a strong position in the competitive professional services market, offering a diverse range of services, maintaining industry-leading client satisfaction, and earning recognition as an employer of choice.

Isaac M. O'Bannon

Karbon Practice Marketplace Offers Connection Point for Firms Seeking Acquisition with Buyers

Firm Management February 26, 2025 

Karbon Practice Marketplace Offers Connection Point for Firms Seeking Acquisition with Buyers

Any accounting firm looking to sell can list on the platform for a fee, while buyers must be fully implemented on Karbon's practice management system.

Isaac M. O'Bannon

AICPA Asks for Updated Language in Draft Publication 547 to Help Taxpayers Eligible for Disaster Tax Relief

AICPA February 25, 2025 

AICPA Asks for Updated Language in Draft Publication 547 to Help Taxpayers Eligible for Disaster Tax Relief

The AICPA cites the need for these updates to ease the confusion created by disaster relief due to the multiple deadlines for various actions necessary to be eligible for the qualified disaster loss.

Isaac M. O'Bannon

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