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The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Featured Articles

October 24, 2026  

A Corrected Tax Document Arrived After Review. What Needs to Reopen?

October 24, 2026  

Offer in Compromise, Installment Agreement or Currently Not Collectible: Helping Clients Pick the Right IRS Path

October 24, 2026  

MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms

October 24, 2026  

ClicData Launches MCP Server to Bring Trusted Business Data to AI Assistants for Midmarket Teams

October 24, 2026  

Three Rules for Junior Accountants Competing With AI
Managing Firm Morale to Win the Coming Busy Season

Firm Management December 27, 2022 

Managing Firm Morale to Win the Coming Busy Season

While stress is difficult to avoid during this hectic time, practice leaders can mitigate the impact of stress on employees through rewarding employees who ...

Jeannie Ruesch

Professionals on the Move – Jan. 5, 2023

Accounting December 27, 2022 

Professionals on the Move – Jan. 5, 2023

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

Mary Girsch-Bock

Professionals on the Move – Dec. 30, 2022

Accounting December 27, 2022 

Professionals on the Move – Dec. 30, 2022

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

Mary Girsch-Bock

U.S. Retail Sales Grew 7.6% This Holiday Season

Small Business December 27, 2022 

U.S. Retail Sales Grew 7.6% This Holiday Season

Online sales grew 10.6% compared to the same period last year, according to Mastercard SpendingPulse.

Jason Bramwell

CPE 7b 1  54c00424e4707

Accounting December 28, 2023 

Surgent Offers New Online CPE Course on Just-Passed Retirement Section of Spending Bill: The SECURE 2.0 Act of 2022

Airing live on Tuesday, Dec. 27, with subsequent rebroadcast dates that week and into January, Introduction to SECURE 2.0 Act of 2022 (SEC2) will provide a deep dive into ...

Isaac M. O'Bannon

income taxes small business_11427517

Taxes December 25, 2022 

Three Key Expiring Business Tax Provisions

At this time of year, Congress usually addresses a number of tax law provisions that are going off the books.

Ken Berry, JD

IRS Puts $600 1099-K Threshold Rule on Hold

Taxes December 23, 2022 

IRS Puts $600 1099-K Threshold Rule on Hold

The Internal Revenue Service today announced a delay in reporting thresholds for third-party settlement organizations set to take effect for the upcoming tax filing season.

Isaac M. O'Bannon

When to Expect 2023 IRS Income Tax Refunds – Estimated Date Chart for Tax Refunds

December 23, 2022 

When to Expect 2023 IRS Income Tax Refunds – Estimated Date Chart for Tax Refunds

This chart shows an estimated timeline for when a taxpayer is likely to receive their refund, based on information we have now, and using projections based on previous years- and depending on when a person files their return.

Isaac M. O'Bannon

 IRS Tax Refund Chart for 2023: “When Will I Get My Tax Refund?”

Taxes December 22, 2022 

IRS Tax Refund Chart for 2023: “When Will I Get My Tax Refund?”

This chart shows an estimated timeline for when a taxpayer is likely to receive their refund, based on the information we have now, and using projections based on previous years.

Isaac M. O'Bannon

 The Tax Blotter – Dec. 22, 2022

Taxes December 22, 2022 

The Tax Blotter – Dec. 22, 2022

The 2023 tax filing season is about to kick off.  Individual taxpayers should start assembling all the information needed for filing their 2022 returns.

Ken Berry, JD

Accounting Top 100 Social Media Leaderboard – Dec. 21, 2022

Accounting December 22, 2022 

Accounting Top 100 Social Media Leaderboard – Dec. 21, 2022

The Accounting Top 100 social media leaderboard scores and ranks users based on five separate metrics, each of which is weighted according to its perceived value.

Maureen Salahshoor

Existing-Home Sales Dipped 7.7% in November

Payroll December 21, 2022 

Existing-Home Sales Dipped 7.7% in November

The median existing-home price for all housing types in November was $370,700, an increase of 3.5% from November 2021 ($358,200), as prices rose in all regions.

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