Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Technology November 6, 2025
AI Momentum Belongs to Small Businesses
SMBs are adopting AI faster than conventional technology diffusion models predicted and concentrating that adoption in the functions most directly tied to revenue generation.
Technology November 6, 2025
Intuit Unveils Consumer Platform, Incorporates Agentic AI Across Credit Karma and TurboTax
Intuit announced Nov. 6 new AI and agentic AI capabilities across Credit Karma and TurboTax, creating an all-in-one Consumer Platform that the company says "seamlessly delivers year-round control of personal finances powering better money outcomes."
Taxes November 6, 2025
IRS Grants Penalty Relief for Reporting Tips and Overtime Under OBBBA
The Treasury Department and the IRS issued guidance on Nov. 5 providing penalty relief to employers and other payors for tax year 2025 on the new information reporting rules for cash tips and qualified overtime compensation in the tax-and-spending law.
Mergers and Acquisitions November 6, 2025
Grassi Acquires OnePoint Franchise Accounting in Colorado
The top 60 accounting firm announced Nov. 6 the acquisition of OnePoint Franchise Accounting, a move that expands the reach of Grassi Franchise Services and adds a significant roster of restaurant and food franchise clients.
Payroll November 6, 2025
More Employers Are Adding Emergency Savings Options as a Benefit
With nearly half of workers saying they lack sufficient emergency savings, many employers are stepping up to help ease this financial burden through innovative workplace benefits.
Accounting November 6, 2025
Forwardly Launches AI Platform for Real-Time Payments for SMBs and Firms
The new platform introduces a ground-up approach to automation, combining intelligent financial workflows, real-time payments, and deep accounting integrations to modernize how businesses manage cash flow.
Technology November 6, 2025
Billtrust Launches AI-Powered Collections Agentic Procedures
Collections Agentic Procedures redefines how finance teams collect by replacing static playbooks with adaptive methods that learn from every customer interaction and recommend the most effective outreach strategy.
Payroll November 6, 2025
What’s Keeping Employees Around? More Than Half Say Health, Retirement and Family Benefits
The findings also highlight how technology is reshaping benefits management and freeing HR teams from tedious admin work so they can focus more on supporting their employees.
Accounting November 6, 2025
American Express and Emburse Announce Expanded Partnership
Users of American Express and Emburse can quickly issue Amex Virtual Cards within Emburse’s platform, expense entries are created and categorized automatically with mobile notifications
Taxes November 6, 2025
IRS Income Tax Refund Schedule for 2026 – Tax Refund Calendar
This chart makes it easy to estimate when you will likely get your income tax refund, based on when and how you file. No form entry required.
Mergers and Acquisitions November 6, 2025
Citrin Cooperman Adds Gatto, Pope & Walwick in California
The top 20 firm said Nov. 6 it has an agreement in place to buy GPW, a San Diego-based accounting and advisory firm, in a deal expected to close in December.
Technology November 6, 2025
Lucasys Releases Agentic AI for Its Income Tax Suite
Lucasys, a tax software and service provider for energy and utilities, announced this week the launch of Lucasys AI, an interactive, agentic artificial intelligence platform built specifically for tax professionals.