Taxes August 5, 2026
Protecting Non-Resident Clients From the $25,000 IRS Form 5472 Trap
Proactively navigating these rules protects your clients from staggering penalties while establishing your firm as an essential cross-border advisor.
Taxes July 24, 2026
Fuel Market Volatility and the Knowledge Gap: A Practical Playbook for Tax Teams
Tax leaders need standardized filing processes that can withstand market volatility while creating intentional systems to preserve institutional knowledge before experienced professionals retire.
Taxes July 20, 2026
Analysis of the First Global Pillar Two Filing Season Reveals the Scale of Compliance
A review of filings across 34 jurisdictions by international tax platform Orbitax provides an early operational view of how multinational tax departments managed the first global Pillar Two filing season.
Accounting July 13, 2026
Sunrate Launches Global Brand Refresh to Reflect Its Vision for the Future of Global Payments
The refreshed brand will be progressively introduced across Sunrate's products, digital platforms, customer communications and global offices.
Small Business June 26, 2026
Study: Nearly Three-Quarters of Retailers Face Hidden Tax Compliance Costs After Black Friday and Cyber Monday
Nearly half (48%) of retailers say they still need additional safeguards to protect against unexpected cross-border costs.
Technology June 16, 2026
Shield Extends the Compliance Perimeter to AI-Generated Records and Image-Based Content
FINRA Rule 4511 and the 2026 Oversight Report make clear that recordkeeping obligations apply to business communications regardless of channel or format.
Financial Reporting June 5, 2026
Compliance Policies Need Tools Sophisticated Enough to Enforce Them
Your written supervisory procedures are more sophisticated than your supervision technology. For most firms, that gap is where the real compliance risk lives.
Technology June 3, 2026
ADP Makes Enhancements to SmartCompliance Platform
ADP SmartCompliance now connects worker and company information from HR, IT, and finance into one system, the Roseland, NJ-based company says.
Technology June 2, 2026
Sovos Unveils Compliance Network to Tackle Wave of Global Tax Mandates
Tax compliance company Sovos announced Tuesday the general availability of Sovos Compliance Network, its global e-invoicing and continuous transaction controls platform.
Human Resources June 2, 2026
89% of Financial Services Firms Say Their Executive Pay Systems Can’t Keep Up
A new CSC survey found that 89% of senior HR, rewards, and compensation leaders say in-house technology cannot keep pace with executive compensation demands.
Technology May 26, 2026
Smarsh Integrates Anthropic’s Claude for Comms Capture
Smarsh said last week it's integrating with the Claude Compliance API, enabling customers to capture and manage Claude Enterprise interactions directly within Smarsh Capture.
Firm Management May 12, 2026
GruntWorx and The CFO Project Partner to Help Firms Expand Advisory Services
The partnership brings together two essential components of the high-margin, modern firm model.