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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 Tax Blotter – Feb. 2024

Taxes February 19, 2024 

The Tax Blotter – Feb. 2024

The Tax Blotter is a round-up of recent tax issues and Tax Court rulings.

Ken Berry, JD

Accounting Thought Leaders to Meet in Dallas

Accounting February 19, 2024 

Accounting Thought Leaders to Meet in Dallas

The group will discuss the key challenges and opportunities facing firms and professionals, and develop strategies for future firm success.

Isaac M. O'Bannon

 Professionals on the Move: Feb. 2024

Firm Management February 19, 2024 

Professionals on the Move: Feb. 2024

Professionals on the Move is a round-up of recent promotions and staffing announcements from around the accounting and tax profession.

Isaac M. O'Bannon

COSO Appoints First Executive Director

Accounting Standards February 18, 2024 

COSO Appoints First Executive Director

COSO has provided thought leadership and guidance for organizations in areas of internal control, enterprise risk management, fraud deterrence, and governance.

Isaac M. O'Bannon

IRS-CI Chief Jim Lee Will Call It a Career in April

IRS February 16, 2024 

IRS-CI Chief Jim Lee Will Call It a Career in April

Lee, a 29-year veteran of the agency who has served as chief of IRS Criminal Investigation since 2020, will retire on April 6.

Jason Bramwell

Several Taxpayer Assistance Centers to Have Saturday Hours, IRS Says

Taxes February 16, 2024 

Several Taxpayer Assistance Centers to Have Saturday Hours, IRS Says

The special Saturday openings will take place from 9 a.m. to 4 p.m. on Feb. 24, March 16, April 13, and May 18.

Jason Bramwell

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Payroll February 16, 2024 

Family Budget Calculator Shows Cost of Living in All U.S. Counties

San Francisco topped the list of most expensive metro areas, with a basic budget of $181,277 a year for a two-parent, two-child household.

Isaac M. O'Bannon

Restaurant Sales Forecast to Hit $1.1 Trillion in 2024

Small Business February 16, 2024 

Restaurant Sales Forecast to Hit $1.1 Trillion in 2024

In the past year, operators report needing to find new suppliers, removing items from their menus, adjusting portion sizes or substituting lower cost items all in response to elevated food prices.

Isaac M. O'Bannon

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Taxes February 16, 2024 

Michigan Gets IRS Tax Extension to June 17 Due to Storms

Currently, this includes Eaton, Ingham, Ionia, Kent, Livingston, Macomb, Monroe, Oakland and Wayne counties. Individuals and households that reside or have a business in these localities qualify for tax relief.

Isaac M. O'Bannon

 InsightSoftware Sees 5 Year Growth Rate of 425 Percent

Technology February 16, 2024 

InsightSoftware Sees 5 Year Growth Rate of 425 Percent

In the last twelve months, it brought several new critical solutions to market to eliminate manual tasks, address skilled labor shortages, and boost productivity for organizations.

Isaac M. O'Bannon

Retail20Sales1

Small Business February 15, 2024 

Retail Sales Down for January, But Up Year-Over-Year

The Census Bureau said overall retail sales in January were down 0.8% from December but up 0.6% year over year. That compared with increases of 0.4% month over month and 5.3% year over year in December.

Isaac M. O'Bannon

LeaseQuery Rebrands as FinQuery

Accounting February 15, 2024 

LeaseQuery Rebrands as FinQuery

FinQuery’s unified platform for contract and spend intelligence enables companies to manage, account, optimize, budget and forecast these major areas of spend.

Isaac M. O'Bannon

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