How AI is helping firms make real-world gains
In the span of a year, generative AI has moved from a curiosity to a daily conversation in tax and accounting.
In the blogs: Order in the court
Cryptocurrency disposals; cosmetic compliance; paper or plastic; and other highlights from our favorite tax bloggers.
How wealth management partnerships can benefit CPA practices
A key advantage to partnering with a wealth management firm is gaining a complete view of each client’s financial picture.
Leveraging AI to expand online marketing
Accounting firms can’t simply focus on showing up in online search results; they also need to focus on appearing in AI searches on Gemini, ChatGPT and Claude.
Your best clients should never get voicemail
When a client picks up the phone, they have a pressing question or concern they need answered right away.
Tax Strategy: Does a limited partner have to be a passive investor?
A recent court case sheds some light on the rules around limited partners — but questions remain.
Foreign funding of higher education exposes new risks
Federal attention to foreign influence in higher education has intensified.
In the blogs: Free-for-all
Free File program; state tax changes; college costs climbing; and other highlights from our favorite tax bloggers.
What is the best way to implement testing?
There are some excellent tools to help hiring managers make better decisions, but introducing them at the wrong time in the process can have disastrous results.
Don’t get left behind on AI in the Year of the Fire Horse
This Lunar New Year we enter the Year of the Fire Horse, characterized by a combination of passion and bold action (fire) with speed and perseverance (horse).