Technology June 23, 2026
Taxfyle Launches Plan, an AI-Native Tax Strategy Platform Built to Streamline RIA Tax Planning Workflow
Plan transforms tax planning from a manual, time-intensive process into an AI-driven workflow.
Technology June 23, 2026
Plan transforms tax planning from a manual, time-intensive process into an AI-driven workflow.
OBBBA Tax Act November 12, 2025
Planning is even more important this year, ahead of the adoption of tax law changes effective this year and next.
Taxes September 23, 2025
While many accounting professionals are familiar with the benefits of a cost segregation study for investment assets acquired during life, fewer recognize the value this tool brings in the context of estate or trust administration.
Technology September 23, 2025
TaxPlanIQ announced Sept. 23 partnerships with Liberty Tax and Elite Resource Team, putting tax planning tools in the hands of tax preparers and wealth managers around the country.
Accounting Technology Lab Podcast September 11, 2025
Randy Johnston and Brian Tankersley, CPA, take a look at the Blue J AI-powered professional tax research platform. Blue J’s generative AI solution is designed to be conversational. Getting comprehensive, human-like answers to your tax questions is as fast and easy as asking a colleague, making it a resource your team will actually want to...…
Accounting October 14, 2025 Sponsored
Retirement planning is not one-size-fits-all—it evolves through distinct stages of life and business ownership. This course explores key milestones and strategies to help individuals and small business owners prepare for a secure and efficient retirement.
Taxes August 21, 2025
MySky is acquiring the State Tax Guide from Jet Support Services Inc (JSSI), expanding the capabilities of its MySky Tax solution.
Taxes August 5, 2025
The kiddie tax was established almost 40 years ago to prevent parents from avoiding taxes by transferring large gifts of investment assets to their children.
Special Section: Guide to 2025 Tax Changes July 11, 2025
In the wake of the sweeping One Big Beautiful Bill Act (OBBBA), signed into law just one week prior, accounting professionals are scrambling to understand and apply a raft of new federal tax provisions.
Accounting Technology Lab Podcast July 11, 2025
In this special podcast, Brian Tankersley, CPA, and Randy Johnston welcome Wolters Kluwer tax law expert Mark Luscombe, CPA, to discuss the key changes to tax law with the passage of the One Big Beautiful Bill Act.
Taxes July 9, 2025
Whether your clients are investing in commercial buildings, launching new ventures, or improving existing properties, this update creates fresh opportunities for accelerated deductions.
Tax Planning March 18, 2025
You will die one day. What if it happens before you retire? CPAs should have a formal succession plan that addresses how the sale or termination of the practice (retirement, incapacity, or death) will be handled.
Taxes February 15, 2025
The CPA Practice Advisor Weekly Tax News Roundup is a weekly recap of tax-related news from the past week. From IRS news and tax court cases, to state, SALT, legislation and other related areas, the roundup can help you catch-up on recent changes. === Let us know if you like this new feature using the...…