Accounting May 19, 2025
Billtrust Announces New AI Advancements
These innovations include a new multi-agent platform architecture and Billtrust Autopilot, its advanced agentic AI assistant.
Accounting May 19, 2025
How to Help Clients Evaluate Whether a Cost Segregation Study is Worth It
Cost segregation can unlock significant tax savings for clients who own investment or business-use real estate—but not every property or situation justifies the effort.
Financial Planning May 19, 2025
Avantax Acquires Assets of WealthCare Financial with Approximately $180M AUA
Avantax is a unique community within Cetera and a leader in tax-focused financial planning and wealth management.
Accounting May 19, 2025
New Jersey Society of CPAs Proposes Additional Pathway to CPA Licensure with Modification to NJ Statute
The bill also provides for individual practice privileges for out-of-state licensed CPAs who have a bachelor’s or higher degree, have passed the CPA exam and have at least one year of experience.
Accounting May 19, 2025
Grant Thornton’s Gupta Named Chair of AICPA’s Financial Reporting Executive Committee
Rahul Gupta is an audit partner in Grant Thornton LLP’s National Office and a principal at Grant Thornton Advisors LLC based in Chicago.
Mergers and Acquisitions May 16, 2025
Mauldin & Jenkins Joins Forces With Bradshaw, Gordon & Clinkscales in South Carolina
The merger, which is effective June 1, aligns with the top 75 firm's mission to offer comprehensive accounting and advisory solutions to clients while expanding its footprint in key markets, Mauldin & Jenkins Managing Partner Hanson Borders said.
Accounting May 16, 2025
Accounting MOVE Project Launches 2025 Survey
This year’s research reflects a pivotal shift in how inclusion is measured—prioritizing workplace belonging and measurable career equity outcomes, regardless of whether firms use the term “DEI.”
Auditing May 15, 2025
PCAOB Shares Insights From Chats With Audit Committee Chairs
The Public Company Accounting Oversight Board released a new publication on May 15 that highlights the results of conversations that board staff had with audit committee chairs of U.S. public companies and broker-dealers last year.
Accounting May 15, 2025
FASB OKs Update to Guidance on Share-Based Consideration Payable to a Customer
The Financial Accounting Standards Board issued an Accounting Standards Update on May 15 that clarifies accounting guidance for share-based consideration payable to a customer in conjunction with selling goods or services.
Mergers and Acquisitions May 15, 2025
Armanino Snaps Up Cooper Savas in Utah
The private equity-backed top 20 firm has entered the Utah market by acquiring Cooper Savas, a full-service public accounting firm based in Salt Lake City.
Technology May 15, 2025
insightsoftware Shifts to Four Business Units, Adds to Leadership Team
The company has finalized a strategic realignment into four business units—ERP Reporting and BI, EPM, Controllership, and Data and Analytics—and has added three members to its executive leadership team.
Technology May 15, 2025
Vena’s Agentic AI for FP&A Now Integrates With Microsoft Teams
Vena announced May 15 the general availability of Vena Copilot for Microsoft Teams, designed to bring dedicated financial planning and analysis expertise and insights into businesses’ workflows.