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Employee benefit planners need to be thinking about the OBBBA and other Trump administration initiatives.
October 8
Makosi -
Shutdowns and tax obligations; 529 money and the CPA exam; gig questions; and other highlights from our favorite tax bloggers.
October 8
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Top 50 Firm Doeren Mayhew acquired Nashville-based CPA firm Carson & McKinney CPAs, expanding its presence in the region, as of Sept. 22.
October 7 -
A tax specialist at the department, Derek Theurer will take over the deputy secretary duties of Michael Faulkender, who left in August.
October 7 -
Makosi announced the general availability of Workforce Insights Navigator Lab, a workforce analytics tool that is meant to help firms take a data-driven approach to their personnel strategy.
October 7 -
Tax preparers and accountants will face issues old and new as they start filing next year.
October 7 -
California Gov. Gavin Newsom signed a bill that adds alternative pathways to CPA licensure, which will go into effect Jan 1. 2026.
October 7 -
IRIS released a pre-configured streamlined version of its firm management platform specifically for mid-market U.S. CPA firms.
October 7 -
Billable hours and staffing aren't a firm's biggest challenge — it's collecting and validating all the necessary information from their clients.
October 7
Suralink -
Now is a critical time to determine a powerful shared vision so your firm can be viable for many years to come.
October 7
Rosenberg Associates







