Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Firm Management June 24, 2024
How to Use ChatGPT to Create Forms and Templates for Accounting Firms
These forms and templates should be customizable to fit the specific needs of the CPA firm and its clients. Additionally, they should be regularly updated to comply with evolving accounting standards and regulations.
Firm Management June 24, 2024
Weaver Admits 17 to Partnership
“[They] truly reflect the diversity of experience and geographical reach of our practices and industry groups," CEO John Mackel said.
Taxes June 21, 2024
Majority of Outstanding High-Risk ERC Claims Expected to Be Rejected
The review involved months of digitizing information and analyzing data since last September to assess a group of more than 1 million Employee Retention Credit (ERC) claims representing more than $86 billion filed amid aggressive marketing last year.
Taxes June 21, 2024
Florida Fisherman Pleads Guilty to Evading $400K in Taxes
He is scheduled to be sentenced on Sept. 17 and faces a maximum sentence of five years in prison, a period of supervised release, restitution and monetary penalties.
Taxes June 21, 2024
IRS Offers Guidance on Exceptions to Tax on Early Emergency Retirement Distributions
A taxpayer is permitted to receive a distribution from an applicable eligible retirement plan to meet unforeseeable or immediate financial needs relating to necessary personal or family emergency expenses.
Taxes June 21, 2024
New Draft Form of Form 6765 Released: Credit for Increasing Research Activities
Section G, which was labeled “Section F” in the version of the form that IRS shared last fall, requests the Business Component Detail.
Accounting Technology Lab Podcast June 20, 2024
The Accounting Technology Lab Podcast – Overview of the 2024 AICPA Engage Conference – June 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss the 2024 AICPA Engage conference, held in June in Las Vegas.
Payroll June 20, 2024
Patriot Software Names Kyle Dreger as New CEO
Patriot Software’s founder and former CEO, Mike Kappel has introduced that Kyle Dreger is the new CEO of Patriot Software, effective immediately.
Accounting June 20, 2024
Decisions 2024 – Conferences, Upgrades, and Meetings…Oh My!
Now that we have time to vet the products for quality, usability, and company vision, we will indeed have some attractive strategic and tactical options for you as the year progresses.
Accounting June 20, 2024
Corpay Opens Office in New Zealand
This expansion reinforces the company’s leading position in the payment industry and strengthens its presence in the Asia-Pacific region.
Firm Management June 20, 2024
PAAST Combines With Fellow Florida CPA Firm SKJ&T
SKJ&T now operates under the PAAST banner, and the combined firm will work out of their Coral Gables and Miami offices.
Small Business June 20, 2024
SmartVault Acquires SmartPath Intelligent Pricing Platform
SmartPath empowers firms to accurately present their value to clients by providing a solution to increase margins and client satisfaction.