Accounting firms have been fielding offers from a growing number of private equity investors as PE money continues to pour into the accounting sector.
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If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.
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If things continue at this pace, it won't be surprising if CPA firms have a 40-to-one agent-to-human ratio in the near future and need a new operating model.
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Judgment about property improvements used to be defined by personal biases and loose, anecdotal evidence. Financial tracking is changing that.
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For the 2026 Top Firms by Assets Under Management, managing the growth of their own practices is as much a challenge as growing their clients' wealth.
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The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.
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Accounting Today's annual ranking of the top CPA financial planners by assets under management.
A new Automatic Exemption from Penalty process aims to provide relief for taxpayers with a history of usually filing and paying their taxes on time.
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Using his personhood; SNAP redemptions; Ponzi-like payments; and other highlights of recent tax cases.
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After decades of drawing in tens of thousands of new residents, Jersey City has suddenly found itself teetering on the financial brink.
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Financial reporting and automation solutions provider Inscope announced a new release that uses agentic AI to produce a review-ready disclosure checklist.
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The Top 25 Firm acquired Mid-Atlantic Regional Leader Kreischer Miller in Horsham, Pennsylvania.
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AI is shifting the economics of build-versus-buy as more firms turn to apps created not by software vendors but by code generators such as Claude, Replit, or Cursor.
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Showcasing technologies that modernize the tax preparation process, using AI and integrated workflows. These can include: automating data intake, streamlining review and filing and improving accuracy and client collaboration.
Showcasing technologies that streamline firm operations and boost productivity across the entire accounting practice. These can include: automating client onboarding, task management, billing and workflow coordination.
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