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Puzzle announces AI Suite for month-end close; MyCPE One announces CPE Wallet for automating CPE management; Sam's List rolls out Concierge Launch; and other accounting tech news and updates.
July 10 -
The firms that benefit most are not treating AI as a replacement for the accountant's judgment. They are treating it as infrastructure: the parts that should have been automated years ago finally being automated.
July 10
University of Denver -
Plus, new partners at Plante Moran and Schneider Downs, a new CFO at EisnerAmper; and other firm and personnel news from across the profession.
July 10 -
Using his personhood; SNAP redemptions; Ponzi-like payments; and other highlights of recent tax cases.
July 9 -
After decades of drawing in tens of thousands of new residents, Jersey City has suddenly found itself teetering on the financial brink.
July 9 -
Accounting firms have been fielding offers from a growing number of private equity investors as PE money continues to pour into the accounting sector.
July 9 -
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.
July 9
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Smolin, Lupin & Co. acquired Vitolo & Associates, expanding its advisory and accounting capabilities and growing its presence in New Jersey.
July 9 -
As many as 100 former and current staff members at the bank were swept up in the Cum-Ex tax probe.
July 9 -
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.
July 9
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