Technology September 15, 2026
AI Disclosure Is Not About the Tool. It Is About the Trust
Clients may not need a list of every technology their accountants use, but they do need confidence that AI risks are being managed.
Technology September 15, 2026
Clients may not need a list of every technology their accountants use, but they do need confidence that AI risks are being managed.
Firm Management August 17, 2026
More AI isn’t always the right answer. In the financial profession, AI without guardrails can lead to disaster.
Payroll January 2, 2026
From job searches clouded by ghost jobs to biased performance reviews and strained relationships with managers and peers, trust weakened across nearly every layer of the workplace, a new LiveCareer analysis reveals.
Taxes March 14, 2025
Wealthy individuals often set up an irrevocable life insurance trust (ILIT) to avoid federal estate tax on large insurance policies. But a small misstep could lead to a tax disaster.