Advisory September 17, 2026 Sponsored
The platform identifies tax-saving opportunities and adjustments to reduce tax burden in the next season, collaborating with wealth management.
October 5, 2026
October 5, 2026
October 5, 2026
April 22, 2022
Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...
April 21, 2022
For finance and accounting (F&A) teams, digital transformation is optimizing the use of technology solutions to engage, communicate and collaborate with stakeholders virtually. This topic is top of mind across all industry leaders.
April 21, 2022
The integration provides a modern payment tool for tax resolution professionals and their clients to benefit from by giving users a more streamlined payment management solution.
Accounting April 21, 2022
Many RPA solutions are designed to be used by business users like accounting professionals, and while some tasks will still require the assistance of an IT professional, with some training, these “low-code/no-code” tools can bring the power of ...
![citrin-cooperman[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/2022/04/citrin_cooperman_1_.625f4a4079dd0.png)
April 19, 2022
For the last 15 years, McNulty has supported many of the leading public sector firms providing services to the U.S. Government. Their team of research analysts, technology experts, pricing and financial analysts, technologists, and parametric modelers ...
April 19, 2022
Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that ...
April 19, 2022
The next two months offer great opportunities to research, acquire and pilot new tools and processes so they become the new firm standard before the September and October deadlines. Below we outline 10 tips to optimize your post-busy season debrief ...
April 19, 2022
As fraud has evolved and become more difficult for humans to identify, finance organizations need to place a heavier reliance on technology. AP teams armed with powerful and intelligent AP automation technology can do more than win a battle against fraud.
April 19, 2022
From staying on agenda to making sure everyone has the platform to speak, experts from audio-visual solution specialists Universal AV have revealed some of the top ways organizations can make virtual meetings work for your business.
April 19, 2022
On April 22, 2022, the United States and much of the world will mark the 52nd celebration of Earth Day, a day set aside each year to promote environmental protection. Americans often commemorate Earth Day by planting a tree or participating in an ...
April 18, 2022
Now in their 19th year, the CPA Practice Advisor Tax and Accounting Technology Innovation Awards highlight technologies that are shaping the tax and accounting professions, and the small businesses they serve, through increased collaboration and ...
April 18, 2022
Whether you are a fan of video conferencing, look forward to returning to in-office meetings, or stand somewhere in between, you can be sure the process is here to stay. And thanks to the speed at which modern technology moves, I believe it’s safe to ...