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Shield Extends the Compliance Perimeter to AI-Generated Records and Image-Based Content 

Technology June 16, 2026 

Shield Extends the Compliance Perimeter to AI-Generated Records and Image-Based Content 

FINRA Rule 4511 and the 2026 Oversight Report make clear that recordkeeping obligations apply to business communications regardless of channel or format.

Featured Articles

June 16, 2026  

Digits Touts New Partnerships with Ignition, Reach Reporting, and Karbon

June 16, 2026  

Adaptive Unveils Project Accounting Agents for Construction Finance

June 16, 2026  

Cetrom Says Beta Enrollment Now Open for Cetrom SENTINEL

June 15, 2026  

Savant Labs Extends Claude and Copilot Into Governed Finance Workflows

June 15, 2026  

Registration Opens for TaxRevolution 2026 to Be Held Aug. 13
RSM Appoints Ernest Nedder, CPA, as CEO

Firm Management April 18, 2024 

RSM Appoints Ernest Nedder, CPA, as CEO

Over his career, Nedder has developed extensive experience in leading substantial business and digital transformation initiatives, aligning separate service lines, industry verticals and...

Isaac M. O'Bannon

natural_disasters_list_1_.56117a5e5df03[1]

Accounting April 18, 2024 

AICPA Endorses Bipartisan Legislation to Provide Additional Tax Relief to Victims of Natural Disasters

Under current law, taxpayers affected by a major disaster often have less time to make a refund or credit claim than those who are not affected.

Isaac M. O'Bannon

NonProfit 1  594a7b50ac981

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.

Isaac M. O'Bannon

The PCAOB is Hitting the Road This Year

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.

Jason Bramwell

AuditBoard Expands Executive Team to Support Continued Rapid Growth

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

Isaac M. O'Bannon

75% of Mid-Market Companies to Invest in AI Over Next Five Years, According to Wipfli Survey

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.

Isaac M. O'Bannon

IRS Extends RMD Tax Relief for Inherited IRAs

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.

Jason Bramwell

form 990

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.

Isaac M. O'Bannon

Marcum Launches AskMarcum.ai

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.

Isaac M. O'Bannon

Attracting and Retaining Clients Starts with Tech Expertise

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.

AICPA Gives FinCEN Recommendations on RIA Regs

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.

Isaac M. O'Bannon

IRS Updates FAQs on Electric Vehicle Tax Credits

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.

Jason Bramwell

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