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What Your Team is Telling AI

Dana spent the summer planning. Her eight-person firm would take on 60 new individual clients this season. It would roll out an AI-assisted review...

The IRS Lost a Case Over a Postmark

Every practitioner has had this conversation with a client: "I never got that letter from the IRS." Usually, that's treated as the client's problem....

Sage and CPA.com to Align GenAI with AICPA Standards in the U.S.

Sage, a leader in accounting, financial, HR and payroll technology for small and mid-sized businesses (SMBs), has announced a first-of-its-kind ...

Key Changes Coming to Circular 230: What Tax Preparers Need to Know

The Treasury Department and IRS are proposing significant amendments to Circular 230, marking the most substantial changes since 2014. These changes...

Limited Partners Can No Longer Avoid Self Employment Tax

The Tax Court's recent ruling in Soroban Capital Partners has significant implications for determining whether a limited partner's distributive share...

You Need a WISP — We've Made it Easy

How many times have you thought, “I want to serve my clients, not write technical documents” when faced with a long list of things you must do to...

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Build an Advisory Firm Clients Stay With

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Mastering Ag Advisory: Budgets, Scenarios and Succession Planning

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Five Easy Ways to Use AI This Tax Season

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Transactional vs Advisory: Where Do You Stand?

Transactional vs Advisory: Where Do You Stand?

October 28, 2026 · 12:00 PM ET

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You Already Know Enough: How to Start Your First CFO Advisory Conversation.

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The Weekly A/P: Transforming Ingredients into Intel

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October 29, 2026 · 2:00 PM ET

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From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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How to Reduce B2B Credit Card Processing Fees

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