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.
Nonprofit April 18, 2024
Only 36% of Not-for-Profits Have Seen an Increase in Funding Following 2022-23 Financial Upheaval
This is a slight improvement over 2023 where only 24 percent of organizations saw an increase in funding while 35 percent saw a decrease.
PCAOB April 18, 2024
The PCAOB is Hitting the Road This Year
Board members will host a series of five in-person forums for small audit firms in Chicago, Los Angeles, Denver, Miami, and Jersey City.
Auditing April 18, 2024
AuditBoard Expands Executive Team to Support Continued Rapid Growth
AuditBoard has brought on public SaaS company veteran Jeff Harper as Chief Human Resources Officer (CHRO) to help scale the organization and infrastructure
Technology April 17, 2024
75% of Mid-Market Companies to Invest in AI Over Next Five Years, According to Wipfli Survey
The survey sheds light on the evolving landscape of technology investments and workforce dynamics among these businesses, providing valuable insights into their strategies and challenges.
Taxes April 17, 2024
IRS Extends RMD Tax Relief for Inherited IRAs
This relief was provided to certain RMDs in 2021, 2022, and 2023, and is being extended in Notice 2024-35 to 2024.
Taxes April 17, 2024
AICPA: Clarification Is Needed for Form 990 Series
The AICPA’s comments also include a matrix for the Form 990 series which focuses on specific sections and the recommendations for those sections.
April 17, 2024
Marcum Launches AskMarcum.ai
AskMarcum.ai was initially developed for internal use by Marcum Labs, a technology incubator within Marcum LLP, the 13th largest accounting firm in the U.S.
CAS April 17, 2024
Attracting and Retaining Clients Starts with Tech Expertise
SMBs rely on their accounting firms for a variety of needs, but one particular area they feel strongly about is having an understanding of the technology they use.
Accounting April 17, 2024
AICPA Gives FinCEN Recommendations on RIA Regs
The AICPA has asked FinCEN to reassess the proposed regulations to ensure that there is an appropriate balance between regulatory objectives and practical realities faced by RIAs.
Taxes April 17, 2024
IRS Updates FAQs on Electric Vehicle Tax Credits
The revised FAQs pertain to the new, previously owned, and qualified commercial clean vehicle credits.
April 17, 2024
Wolters Kluwer Adds Two Senior Execs
Wolters Kluwer, a provider of information, software, and services for professionals, has announced Atul Dubey as General Manager of its Finance, Risk and Regulatory Reporting (FRR) business
Small Business April 17, 2024
A Double Edge to International Supply Chain
The U.S. middle market continues to increase revenue through purchasing and selling products and goods in the international supply chains that connect all corners of the world.