Accounting and tax articles, news, products, podcasts, and videos from CPA Practice Advisor
Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more...
Top News
Accounting Standards October 28, 2026
FASB Focuses on Equity Method Investments in Latest Proposal
A new proposed Accounting Standards Update from the Financial Accounting Standards Board would make targeted improvements to the accounting for equity method investments.
Technology October 28, 2026
Wolters Kluwer Names Tomàs Font General Manager of Corporate Tax
Experienced Wolters Kluwer executive to lead corporate tax as business expands its global indirect tax capabilities.
Firm Management October 28, 2026
Where Do Your First-Years Get Their Reps Now?
Before we rip out the tasks AI can replace, we need to ask what else those tasks delivered and how we plan to replace it.
Artificial Intelligence October 28, 2026
Wolters Kluwer Expands Agentic Tax and Audit Capabilities in CCH Axcess
With recently announced agentic tax preparation, work can move in one platform from client documents to a prepared return.
Taxes October 28, 2026
Tax Preparer Admits Role in $5.5M COVID Fraud Case in Allentown, PA
Mayerlyn Cordero pleaded guilty to five counts felony wire fraud and one count felony conspiracy to file false claims in a scheme to defraud the federal government of COVID relief funds and tax returns.
Firm Management October 28, 2026
Centri Makes an Impact in Communities Nationwide Through Annual VTO Day
Teams from Centri’s 10 offices partnered with local nonprofits to support food security, serve vulnerable populations and help maintain public green space.
Taxes October 28, 2026
AICPA 2026 National Tax Conference to Spotlight AI, Tax Policy and Emerging Issues for Taxpayers
National Taxpayer Advocate Erin Collins will provide an update on key issues facing taxpayers and practitioners.
Technology October 28, 2026
TaxDome Releases Public API and MCP Server for AI Agents and Developers
Firms can connect Claude, ChatGPT and other AI assistants to their TaxDome data.
Tax News
Taxes October 28, 2026
Tax Preparer Admits Role in $5.5M COVID Fraud Case in Allentown, PA
Mayerlyn Cordero pleaded guilty to five counts felony wire fraud and one count felony conspiracy to file false claims in a scheme to defraud the federal government of COVID relief funds and tax returns.
Taxes October 28, 2026
AICPA 2026 National Tax Conference to Spotlight AI, Tax Policy and Emerging Issues for Taxpayers
National Taxpayer Advocate Erin Collins will provide an update on key issues facing taxpayers and practitioners.
Taxes October 28, 2026
Poll: California Billionaire Tax Loses Majority Support Ahead of Election
Support for California’s proposed one-time billionaire tax has fallen to 46%, with 52% opposed, as a new PPIC poll finds several closely watched ballot measures struggling ahead of Election Day.
Tax Planning October 28, 2026
How to Unlock Mortgage Interest Deductions for Home Improvements
Despite these crackdowns, you still may be able to deduct mortgage interest paid on a home equity loan or line of credit.
Taxes October 28, 2026
With Pittsburgh Facing a Dire Financial Future, One Council Member Wants to Enact a New Tax
Councilwoman Barb Warwick introduced legislation that would add a 2% tax to income sources like dividends, royalties, the sale of property and in some instances money made from rental properties.
Taxes October 27, 2026
How Year-End Tax-Loss Harvesting Helps Your April Tax Bill
Tax-loss harvesting is a strategy that potentially lowers the taxable income of investment returns held in taxable accounts.
Taxes October 27, 2026
Seven Lessons From An FBAR Penalty: Reckless Disregard Can Trigger Willful Penalties for Foreign Account Holders
Taxpayers with foreign accounts, foreign entities, or signature authority over accounts abroad should not wait for an IRS examination to find out where they stand.
Taxes October 27, 2026
The Fuel Tax Audit Your Trucking Client is Not Ready For
The IFTA Procedures Manual requires a licensee to keep the distance and fuel records behind a return for four years.
Accounting News
Accounting Standards October 28, 2026
FASB Focuses on Equity Method Investments in Latest Proposal
A new proposed Accounting Standards Update from the Financial Accounting Standards Board would make targeted improvements to the accounting for equity method investments.
Technology October 28, 2026
New Digits Offering Aimed at Multi-Entity Businesses
Businesses and accounting firms can now manage every legal entity under one organization, with one login, one subscription, and one bill, Digits says.
Technology October 28, 2026
Rillet Unveils New Brand Identity
The new brand features a custom wordmark with a redrawn “R,” ABC ROM as the primary typeface, a purple-led palette, and a “streams” visual texture.
Mergers and Acquisitions October 28, 2026
Inkle Adds Bookkeeping Division of Finally
Inkle, an AI-powered CPA and bookkeeping firm, has completed its first acquisition—the bookkeeping division of Finally, a financial operations platform for small businesses.
Financial Planning October 28, 2026
Why Faster Budget Collection Won’t Fix a Broken Planning Process
Finance teams have focused so heavily on speeding up budget collection and consolidation that they've overlooked a more fundamental challenge: helping business leaders understand the decisions driving the numbers.
Technology October 28, 2026
When AI Starts Taking Action: 4 Accountability Questions for Tax and Accounting Professionals
Effective AI governance does not require resisting technological progress. It requires recognizing that assistance, delegation, and autonomous execution create different accountability demands.
Technology October 27, 2026
Intuit Lays Out Expanded Intelligence Platform for Accountants
Intuit showcased new innovations across its Intuit Intelligence platform during Intuit Connect this week, including new features in Enterprise Suite, Accountant Suite, and QuickBooks.
Technology October 27, 2026
Where AI Belongs in the Audit Process (and Where It Doesn’t)
What work should technology take off an auditor’s plate, and what responsibility needs to stay with the auditor?
Payroll News
Payroll October 28, 2026
PNC Bank and ADP Announce Embedded Payroll Solution for Small Businesses
PNC Payroll by ADP will connect payroll, HR and benefits with the banking, payments and cash management capabilities businesses use every day in one digital experience
Technology October 28, 2026
Microsoft Offers Buyouts to 60K Employees, But Expects Low Uptake
The buyouts, which cover roughly a quarter of the company’s workforce, come as it tries to control its labor costs while avoiding layoffs.
Payroll October 27, 2026
5 Key Steps for the 2026 Year-End Payroll Close
The final payroll of 2026 may be weeks away, but many of the mistakes that can complicate year-end have already happened.
Benefits October 27, 2026
Social Security COLA 2027: How to Find Out Your Exact Benefits Increase Early
Beneficiaries who have a “my Social Security Account” and are enrolled in paperless notices will get their 2027 COLA notice online in late November, up to three weeks before paper notices arrive by mail.
Small Business October 26, 2026
2026 Holiday Sales Forecast to Rise 4.2% to More Than $1 Trillion
By comparison, last year’s holiday sales rose 3.1% over 2024 totaling $972 billion.
Legislation October 26, 2026
Sen. Ron Wyden Pushes Bills to Tax Data Centers, Aid Displaced Workers
Data centers would see excise tax, exclusion from certain tax breaks under one proposal from Senate Finance ranking Democrat Ron Wyden of Oregon.
CAS October 23, 2026
7% of Older Americans Say Working is Still Financially Necessary
Respondents cite the high cost of living, concerns that Social Security will change, rising Medicare or healthcare costs.
Technology October 22, 2026
Gusto Touts New Products and Features for Small Businesses
Announced during its Fall Showcase, Gusto introduced LLC formation and a business bank account, AI connectors, expanded compliance and payroll tools, and new benefits and HR support.
Technology News
Technology October 28, 2026
Wolters Kluwer Names Tomàs Font General Manager of Corporate Tax
Experienced Wolters Kluwer executive to lead corporate tax as business expands its global indirect tax capabilities.
Artificial Intelligence October 28, 2026
Wolters Kluwer Expands Agentic Tax and Audit Capabilities in CCH Axcess
With recently announced agentic tax preparation, work can move in one platform from client documents to a prepared return.
Technology October 28, 2026
TaxDome Releases Public API and MCP Server for AI Agents and Developers
Firms can connect Claude, ChatGPT and other AI assistants to their TaxDome data.
Technology October 28, 2026
New Digits Offering Aimed at Multi-Entity Businesses
Businesses and accounting firms can now manage every legal entity under one organization, with one login, one subscription, and one bill, Digits says.
Technology October 28, 2026
Rillet Unveils New Brand Identity
The new brand features a custom wordmark with a redrawn “R,” ABC ROM as the primary typeface, a purple-led palette, and a “streams” visual texture.
Payroll October 28, 2026
PNC Bank and ADP Announce Embedded Payroll Solution for Small Businesses
PNC Payroll by ADP will connect payroll, HR and benefits with the banking, payments and cash management capabilities businesses use every day in one digital experience
Mergers and Acquisitions October 28, 2026
Inkle Adds Bookkeeping Division of Finally
Inkle, an AI-powered CPA and bookkeeping firm, has completed its first acquisition—the bookkeeping division of Finally, a financial operations platform for small businesses.
Financial Planning October 28, 2026
Why Faster Budget Collection Won’t Fix a Broken Planning Process
Finance teams have focused so heavily on speeding up budget collection and consolidation that they've overlooked a more fundamental challenge: helping business leaders understand the decisions driving the numbers.
Firm Management News
Firm Management October 28, 2026
Where Do Your First-Years Get Their Reps Now?
Before we rip out the tasks AI can replace, we need to ask what else those tasks delivered and how we plan to replace it.
Firm Management October 28, 2026
Centri Makes an Impact in Communities Nationwide Through Annual VTO Day
Teams from Centri’s 10 offices partnered with local nonprofits to support food security, serve vulnerable populations and help maintain public green space.
Taxes October 28, 2026
AICPA 2026 National Tax Conference to Spotlight AI, Tax Policy and Emerging Issues for Taxpayers
National Taxpayer Advocate Erin Collins will provide an update on key issues facing taxpayers and practitioners.
Mergers and Acquisitions October 28, 2026
Inkle Adds Bookkeeping Division of Finally
Inkle, an AI-powered CPA and bookkeeping firm, has completed its first acquisition—the bookkeeping division of Finally, a financial operations platform for small businesses.
Firm Management October 27, 2026
Meet Parkes: An AI Coworker That Helps Accounting Firms Run the Firm
Built by the makers of Ignition, Parkes is made for accounting firms, works across the tools they already use, and focuses on the business side of the practice.
Technology October 27, 2026
Sorren Starts Digital Advisory Practice
Initially focused on construction, healthcare, manufacturing, and distribution, Digital Advisory helps clients align technology decisions with broader operational and business objectives, Sorren says.
Technology October 27, 2026
Black Ore Unveils Robust Tax Automation for Small Firms
Black Ore for Small Firms gives practices of any size the autonomous return preparation that the largest firms in the country have run in production for three tax seasons.
Marketing October 26, 2026
The Website Handoff Accounting Firms Rarely Document
The best website governance process is small enough to repeat.
Webinars
November 18, 2026
CPE / IRS CE Webinar: Amended Individual Returns: Form 1040-X, Filing Rules & Best Practices
Amending an individual tax return requires careful attention to timing, documentation, filing requirements, and taxpayer expectations. This webinar explains common reasons returns must be corrected, the key differences between amended and superseded returns, and the requirements for filing Form 1040-X.
November 4, 2026
CPE Webinar: Beyond the Chatbot: What It Actually Takes to Deploy AI Safely in Your Firm
General AI chatbots are everywhere in accounting firms today, approved or not, but they hit a wall fast: every new conversation means rebuilding context from scratch, and every upload is a judgment call about security.
October 14, 2026
Archived Webcast: Midterms and the Tax Agenda: What 2026 Could Mean for Tax Professionals
Oct 14 - In this session, hosts will examine the political and policy landscape heading into the midterms, including how polling, congressional race ratings, election forecasts, and prediction markets differ—and where each has limitations.
October 9, 2026
Archived Webcast: Digital Meets Personal – Why Your Firm Needs to Pair People With Tax Automation
Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.