Advisory
Latest News
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Withum Expands in the Baltimore Area
The top 25 firm acquired the specialized health care assurance and risk consulting practice of TMDG, and the tax and audit practice of PBMares.
CLA Picks Up Washington CPA Firm Frost & Company
As a result of the acquisition, CLA now has over 30 professionals who worked for Frost & Company in Tacoma and Lacey, WA.
Nominations Open for CPA Practice Advisor’s “40 Under 40” and “20 Under 40”
The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession by visibly and incrementally changing...
Majority of U.S. Consumers Use Apps for Finances Before Turning to Accountants
While fintech won’t make advisors obsolete anytime soon, financial professionals need to adapt to changing consumer behavior and play up their strengths by augmenting their services.
Your Firm and Your AI Strategy
Your AI strategies and tactics should align with your firm strategies and tactics and your technology strategies and tactics.
Advisory in Your Firm: Price, Process, and Getting Started
Advisory is a year-round process; as you get ready for tax year 2023, now is a great time to update tax planning with higher-value tax advisory services.
Watchdog Agency Wants More Regulations on Use of AI in Lending
The CFPB has already taken steps to stamp out abuses. The agency last month proposed a rule for home appraisals computed by algorithms.
74 Percent of Americans Have Financial Regrets: Most Commonly Is Not Saving Enough for Retirement
Overall, just 20% of U.S. adults say they do not have any financial regrets, while 6% say they don’t know what their biggest financial regret is.