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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
The Accounting Technology Lab Podcast: What is the Future of Desktop Accounting? – Mar. 2024

Accounting Technology Lab Podcast March 8, 2024 

The Accounting Technology Lab Podcast: What is the Future of Desktop Accounting? – Mar. 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the discontinuence of some desktop accounting programs, and how to support your clients.

Brian Tankersley, Randy Johnston

salesusetaxes1

Sales Tax March 8, 2024 

Alabama Promotes the Great Outdoors with Proposed “Adventure Awaits” Sales Tax Holiday

Qualifying items would not be subject to the state sales and use tax during the adventure awaits sales tax holiday. As with all Alabama tax-free weekends, local jurisdictions may choose to participate — or not.

Professionals on the Move – March 12, 2024

Accounting March 8, 2024 

Professionals on the Move – March 12, 2024

Professionals on the Move is a round-up of recent promotions, management changes, and other staffing announcements from across the profession.

Mary Girsch-Bock

bitcoin_2007769_Pixabay_Michael Wuensch_960_720_1_.5a0891cff3539

Accounting March 8, 2024 

AICPA Provides Recommendations for Clarification on Proposed Digital Asset Transactions Regulations

The AICPA recommends that Treasury and the IRS clarify the meaning of important terms and certain examples within the section 6045 proposed regulations.

Isaac M. O'Bannon

The Tax Blotter – March 6, 2024

Taxes March 8, 2024 

The Tax Blotter – March 6, 2024

The Tax Blotter is a summary of recent tax news, rulings and legislation.

Ken Berry, JD

CBIZ Acquires Tech Solutions Company CompuData

Firm Management March 8, 2024 

CBIZ Acquires Tech Solutions Company CompuData

Philadelphia-based CompuData provides cloud computing, accounting ERP software, and other services to SMBs.

Jason Bramwell

 Institute of Internal Auditors Reviewing SEC’s New Climate Change Disclosure Rule

Accounting March 8, 2024 

Institute of Internal Auditors Reviewing SEC’s New Climate Change Disclosure Rule

The IIA noted the importance of transparency in order to provide confidence to all stakeholders, including the public.

Isaac M. O'Bannon

 Tax Expert at Wolters Kluwer Gives Opinion on Biden 2024 State of the Union Address

Taxes March 7, 2024 

Tax Expert at Wolters Kluwer Gives Opinion on Biden 2024 State of the Union Address

President Biden announced a proposal to deny corporations a tax deduction when they pay more than $1 million to any employee. He also described his plans to bump the corporate tax rate up to 28 percent, but said taxes won’t be raised for any Americans making less than $400,000 a year.

Mark Friedlich ESQ CPA

Recommendations Sought For Upcoming IRS Priority Guidance Plan

IRS March 7, 2024 

Recommendations Sought For Upcoming IRS Priority Guidance Plan

The projects included in the plan would be priorities for the Treasury and IRS to work on from July 1, 2024, through June 30, 2025.

Jason Bramwell

unemployment11_11505634[1]

Payroll March 7, 2024 

Unemployment Numbers Hold at Historically Low Rates

Applications for U.S. unemployment benefits held at historically low levels last week, the latest evidence of a resilient labor market.

Which U.S. State is Most Polite? The ‘Nicest’ Business Owners?

Small Business March 7, 2024 

Which U.S. State is Most Polite? The ‘Nicest’ Business Owners?

Alaska has the most polite small business owners in the country, according to the report commissioned by FreshBooks, followed by Maine and Missouri.

Isaac M. O'Bannon

Cherry Bekaert Foundation Partners with Junior Achievement USA

Firm Management March 7, 2024 

Cherry Bekaert Foundation Partners with Junior Achievement USA

The Cherry Bekaert Foundation supports local initiatives that are important to our people, educates for and promotes philanthropic engagement and gives to causes that create impact for our areas of focus.

Isaac M. O'Bannon

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