What accountants get wrong about entrepreneur clients
The advisory gap isn’t about services. It’s about understanding how business owners actually think.
Tax Strategy: Prospects for 2026 tax legislation
Normally, election years are not very active years for tax legislation … but there are signs this might not be a normal year.
How agentic AI helps accounting teams plan smarter and forecast better
Once implemented, agentic AI delivers measurable improvements across planning, forecasting and financial reporting.
What exactly is independence for accounting firms?
Firm leaders need to answer four key questions when considering a transaction or remaining independent.
In the blogs: Take the high road
Sweeping review; year-end procedures; close the book; and other highlights from our favorite tax bloggers.
Which firms planned for AI? Tax season gives us the answer
For many firms, a technology that was meant to make things better may instead prove to be yet another tax season headache.
Why tech advisory is right for accountants
Accounting and IT departments have long been working in silos, which often leads to numerous operational challenges. Accountants taking on the role of tech advisors can bridge this gap.
Competency matters more as tax rules grow more complex
The goal of regulation should not be unnecessary burdens or barriers to entry. The goal should be confidence that taxpayers are receiving reliable guidance.
Why AP leaders must modernize before the pressure boils over
Accounts payable processes once ran on predictable inputs. That world has changed.
Are you missing opportunities hiding in client tax returns?
The documents your clients are already gathering for their returns are the same documents an estate planner needs to build or update a comprehensive plan.