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3 Cybersecurity Priorities Before Tax Season 

Firm Management October 29, 2026 

3 Cybersecurity Priorities Before Tax Season 

There are significant gaps in the key protections firms use to safeguard sensitive financial and client data.

Isaac M. O'Bannon

Featured Articles

October 29, 2026  

AICPA Proposes Update of SOC 2 Trust Services Criteria to Enhance the Relevance, Usability and Value of CPAs’ Reports

October 29, 2026  

IRS Issues FAQs on Tax Relief for Dyed Diesel Fuel Highway Use

October 29, 2026  

The Five Stages of Selling Your Firm

October 29, 2026  

The Answer to Gray Area Expenses Isn’t More Rules

October 29, 2026  

Before You Rewrite for GEO, Make Sure You Own Your Firm’s Website
Bloomberg Tax Launches Tax Workpapers to Automate Process

Taxes March 18, 2024 

Bloomberg Tax Launches Tax Workpapers to Automate Process

Bloomberg Tax & Accounting has launched Bloomberg Tax Workpapers, which streamlines the tax workpapers process with a combination of data prep, spreadsheets, integrated tax guidance, and controls

Isaac M. O'Bannon

IRS Offers Special Resources Pages in 21 Languages

Taxes March 15, 2024 

IRS Offers Special Resources Pages in 21 Languages

The agency's multilingual efforts are a part of its Strategic Operating Plan, which has received additional funding since the enactment of the Inflation Reduction Act.

Isaac M. O'Bannon

Grant Thornton Is the Latest U.S. Firm to Get Into Bed With Private Equity

Firm Management March 15, 2024 

Grant Thornton Is the Latest U.S. Firm to Get Into Bed With Private Equity

The seventh-largest accounting firm in the U.S. said it will receive “a significant growth investment” from New Mountain Capital.

Jason Bramwell

IRS Says March 22 is Deadline to Resolve Questionable ERC Claims

Taxes March 15, 2024 

IRS Says March 22 is Deadline to Resolve Questionable ERC Claims

The Internal Revenue Service has renewed its message for businesses to review the Employee Retention Credit guidelines to avoid future compliance action for improper claims.

Isaac M. O'Bannon

“Blueprints for Business” – Digital Event Aims to Help Firms in 2024

Firm Management March 15, 2024 

“Blueprints for Business” – Digital Event Aims to Help Firms in 2024

Get ready to enhance practice management, expand networks, and elevate professional capabilities with Blueprints for Business.

Isaac M. O'Bannon

Microsoft 365 Plans and Options for Firms – The Accounting Technology Lab Podcast – Mar. 2024

Accounting Technology Lab Podcast March 15, 2024 

Microsoft 365 Plans and Options for Firms – The Accounting Technology Lab Podcast – Mar. 2024

Hosts Randy Johnston and Brian Tankersley, CPA, talk about the most productive and cost-efficient ways to use Microsoft 365 in public accounting firms. March 2024.

Brian Tankersley, Randy Johnston

Xerocon 2024 Nashville: Aug. 14-15, 2024

Accounting August 14, 2024 

Xerocon 2024 Nashville: Aug. 14-15, 2024

The event will be hosted at the Music City Center, allowing Xero’s community of accountants and bookkeepers from across the U.S., Canada and beyond the chance to connect, as well as options for earning CPE credit.

Isaac M. O'Bannon

Money Mule Networks Are on IRS Criminal Investigation’s Radar

Taxes March 14, 2024 

Money Mule Networks Are on IRS Criminal Investigation’s Radar

Money mules are people who, at someone else’s direction, receive and move money obtained from victims of fraud.

Jason Bramwell

oracle

Accounting March 14, 2024 

Oracle Adds Generative AI Capabilities to Oracle Fusion Cloud Suite 

The latest AI additions include new generative AI capabilities embedded in existing business workflows across finance, supply chain, HR, sales, marketing, and service.

Isaac M. O'Bannon

February Retail Sales Saw Rebound

Small Business March 14, 2024 

February Retail Sales Saw Rebound

The Census Bureau said overall retail sales in February were up 0.6% seasonally adjusted from January and up 1.5% unadjusted year over year.

Isaac M. O'Bannon

riskmanagement1

Accounting March 14, 2024 

AuditBoard and KPMG Partner for Risk Management

Organizations will be able to leverage the combined power of AuditBoard’s award-winning connected risk platform and KPMG’s deep expertise to elevate audit, risk, IT security, and ESG programs...

Spending on Easter Forecast to Top $22 Billion

Payroll March 14, 2024 

Spending on Easter Forecast to Top $22 Billion

They plan to spend an average of $177.06 per person, the third highest per-person spend in the survey’s history, after $192.01 last year and $179.70 in 2021.

Isaac M. O'Bannon

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