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Top News
Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
Technology October 20, 2026
Intuit Offers Free Federal Tax Filing with Credit Karma Tax
Global financial technology company Intuit is re-launching Credit Karma Tax, providing users with free federal tax filing and a $15 flat rate for state filing, no matter their tax complexity.
Technology October 20, 2026
BILL Unveils New Agentic Capabilities for Finance Teams
The finance platform announced new agentic capabilities providing finance teams features that help protect against payment errors, answer questions in natural language chat, accelerate onboarding, and organize inbound documents.
Firm Management October 20, 2026
Is AI Safe for Accounting Practices? What You Need to Know (in Plain English)
Choosing the right version of a tool matters. Consumer AI products often have different data policies than enterprise versions.
Technology October 20, 2026
Kantata Touts GenBI Solution for Professional Services Firms
Kantata has released Expertise Insights, a generative business intelligence solution that puts natural-language analytics in the hands of services firms.
Technology October 20, 2026
Financial Cents Rolls Out MCP Server for Accounting Firms
Financial Cents has launched a Model Context Protocol server that connects the firm's Financial Cents account to the AI assistants it already uses, including Claude, ChatGPT, and Gemini.
Technology October 20, 2026
New Tool X-Rays a CPA Firm’s Website the Way a CAS Buyer Does—in About a Minute
Accountaneur Advisory has introduced TrueCAS, a new online, AI-assisted engine built for CPA and accounting firm owners who do client advisory services work and can't understand why it's not selling.
Tax Planning October 20, 2026
Bonus, Section 179 and the State Return: Why a Federal-Only Answer is Wrong in Both New York and New Jersey
A client buys a heavy SUV before Dec. 31. The federal deduction looks great, and the New York or New Jersey return is prepared as if the state follows federal. Neither state does, and they depart from federal in opposite ways.
Tax News
Technology October 20, 2026
Intuit Offers Free Federal Tax Filing with Credit Karma Tax
Global financial technology company Intuit is re-launching Credit Karma Tax, providing users with free federal tax filing and a $15 flat rate for state filing, no matter their tax complexity.
Tax Planning October 20, 2026
Bonus, Section 179 and the State Return: Why a Federal-Only Answer is Wrong in Both New York and New Jersey
A client buys a heavy SUV before Dec. 31. The federal deduction looks great, and the New York or New Jersey return is prepared as if the state follows federal. Neither state does, and they depart from federal in opposite ways.
Taxes October 20, 2026
Democratic Holdouts Still Aren’t Committing to Federal Scholarship Tax Credit Program
Sixteen governors, including JB Pritzker in Illinois, still haven’t said whether they’ll opt in to the Federal Scholarship Tax Credit program.
Taxes October 20, 2026
How Much Will Federal Tax Credit Scholarship Program Benefit Public Schools?
New federal tax credit scholarships will be able to help public school students. A researcher projects how much money will flow to them.
Taxes October 19, 2026
IRS Begins Issuing Adoption Tax Credit Refunds to Eligible Taxpayers
The IRS said Friday it has started sending out refunds to more than 50,000 taxpayers who benefited from the adoption tax credit carryforward and expects to finish the refund process by the end of the year.
Small Business October 19, 2026
Five Reasons Retiring Landlords Are Exchanging Into Delaware Statutory Trusts
Under Revenue Ruling 2004-86, a qualifying DST interest counts as replacement property.
Technology October 19, 2026
Click Every Link. What’s the Worst That Could Happen?
How fake IRS notices and client document lures target accounting firms, and how to build a “report it, don’t click it” culture before busy season.
Taxes October 19, 2026
Why Microsoft and Others Are On the Sidelines of Washington ‘Millionaires Tax’ Fight
Washington’s biggest private employers, including Microsoft, are neutral in the “millionaires tax” debate as they concentrate on warding off other taxes.
Accounting News
Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
Technology October 20, 2026
BILL Unveils New Agentic Capabilities for Finance Teams
The finance platform announced new agentic capabilities providing finance teams features that help protect against payment errors, answer questions in natural language chat, accelerate onboarding, and organize inbound documents.
Technology October 20, 2026
Kantata Touts GenBI Solution for Professional Services Firms
Kantata has released Expertise Insights, a generative business intelligence solution that puts natural-language analytics in the hands of services firms.
Technology October 20, 2026
Financial Cents Rolls Out MCP Server for Accounting Firms
Financial Cents has launched a Model Context Protocol server that connects the firm's Financial Cents account to the AI assistants it already uses, including Claude, ChatGPT, and Gemini.
Technology October 20, 2026
New Tool X-Rays a CPA Firm’s Website the Way a CAS Buyer Does—in About a Minute
Accountaneur Advisory has introduced TrueCAS, a new online, AI-assisted engine built for CPA and accounting firm owners who do client advisory services work and can't understand why it's not selling.
Firm Management October 19, 2026
PwC Global Revenue Exceeds $60 Billion in FY 2026
PwC reported a record $60.2 billion in global revenue for the financial year ending June 30, 2026, an increase of 5.7% in U.S. dollars and 3.5% in local currency terms from the previous year.
Firm Management October 19, 2026
Crowe Starts Shared Ownership Program for Employees
Top 15 accounting firm Crowe is extending shared ownership beyond senior leaders or select groups to all employees across the entire firm.
Technology October 19, 2026
More Accountants Say AI is Profession’s Biggest Ethical Challenge
In a new report, the Association of Chartered Certified Accountants says there's been a dramatic increase in the number of accounting and finance professionals who rank AI use as the leading ethical challenge.
Payroll News
Benefits October 20, 2026
There Are 2 Major Problems with New Social Security COLA, Experts Warn
While this year’s COLA increase is the highest since 2023, when inflation reached 8.7%, experts at nonpartisan advocacy group The Senior Citizens League said the money won’t go far enough to help retirees.
Payroll October 20, 2026
Musk Plans to Gift SpaceX Shares to Kids Through Trump Accounts
Elon Musk vowed to distribute a share of SpaceX to each child in the U.S., a multibillion-dollar pledge that adds to a string of sizable donations from the tech industry for the benefit of the American public.
Payroll October 20, 2026
The Job Market is Changing. Report Makes the Case for Career Literacy
Career literacy is associated not only with employment security, but also with higher incomes, satisfaction with nonwage benefits and long-term savings.
Staffing October 16, 2026
Remember the Movie Office Space? 78% of Workers Doing ‘Just Enough’
More than three-fourths of American workers say they have intentionally done only the minimum required to keep their job, according to a MyPerfectResume survey.
Payroll Taxes October 16, 2026
Social Security’s Payroll Tax Cap is Going Up in 2027
Along with a 3.6% cost-of-living adjustment for retirees, people with disabilities and dependents, the Social Security Administration said the payroll tax cap will increase from $184,500 to $192,300.
Benefits October 15, 2026
3.6% Social Security COLA: Some Surviving Military Spouses Could Get Nearly $1,700 More in 2027
Spouses of service members who died while serving or from a service-connected condition get benefits.
Benefits October 15, 2026
Susan Collins Floats Mitt Romney to Chart a Long-Term Fix for Social Security
The Republican senator said Wednesday that a bipartisan group of financial experts, potentially led by former U.S. Sen. Mitt Romney, should recommend how to shore up Social Security days after she said high earners should pay more into the program.
Benefits October 14, 2026
3.6% Social Security Benefit Increase in 2027 is the Biggest in 4 Years
The cost-of-living adjustment will equal an additional $75 a month for the average retired worker and an additional $59 a month for disability and survivor beneficiaries.
Technology News
Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
Technology October 20, 2026
Intuit Offers Free Federal Tax Filing with Credit Karma Tax
Global financial technology company Intuit is re-launching Credit Karma Tax, providing users with free federal tax filing and a $15 flat rate for state filing, no matter their tax complexity.
Technology October 20, 2026
BILL Unveils New Agentic Capabilities for Finance Teams
The finance platform announced new agentic capabilities providing finance teams features that help protect against payment errors, answer questions in natural language chat, accelerate onboarding, and organize inbound documents.
Firm Management October 20, 2026
Is AI Safe for Accounting Practices? What You Need to Know (in Plain English)
Choosing the right version of a tool matters. Consumer AI products often have different data policies than enterprise versions.
Technology October 20, 2026
Kantata Touts GenBI Solution for Professional Services Firms
Kantata has released Expertise Insights, a generative business intelligence solution that puts natural-language analytics in the hands of services firms.
Technology October 20, 2026
Financial Cents Rolls Out MCP Server for Accounting Firms
Financial Cents has launched a Model Context Protocol server that connects the firm's Financial Cents account to the AI assistants it already uses, including Claude, ChatGPT, and Gemini.
Technology October 20, 2026
New Tool X-Rays a CPA Firm’s Website the Way a CAS Buyer Does—in About a Minute
Accountaneur Advisory has introduced TrueCAS, a new online, AI-assisted engine built for CPA and accounting firm owners who do client advisory services work and can't understand why it's not selling.
Technology October 19, 2026
More Accountants Say AI is Profession’s Biggest Ethical Challenge
In a new report, the Association of Chartered Certified Accountants says there's been a dramatic increase in the number of accounting and finance professionals who rank AI use as the leading ethical challenge.
Firm Management News
Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
Firm Management October 20, 2026
Is AI Safe for Accounting Practices? What You Need to Know (in Plain English)
Choosing the right version of a tool matters. Consumer AI products often have different data policies than enterprise versions.
Staffing October 20, 2026
Professionals on the Move: Oct 2026 (Part 2)
Professionals on the Move is a periodic roundup of hiring, promotions, awards, and other staffing announcements from around the accounting and tax profession.
Firm Management October 19, 2026
PwC Global Revenue Exceeds $60 Billion in FY 2026
PwC reported a record $60.2 billion in global revenue for the financial year ending June 30, 2026, an increase of 5.7% in U.S. dollars and 3.5% in local currency terms from the previous year.
Firm Management October 19, 2026
Crowe Starts Shared Ownership Program for Employees
Top 15 accounting firm Crowe is extending shared ownership beyond senior leaders or select groups to all employees across the entire firm.
Mergers and Acquisitions October 19, 2026
HBK Adds Curchin Group in New Jersey
Top 50 accounting firm HBK has combined with the Curchin Group, a midsized, full-service accounting firm based in Red Bank, NJ, effective Oct. 16.
Technology October 19, 2026
Click Every Link. What’s the Worst That Could Happen?
How fake IRS notices and client document lures target accounting firms, and how to build a “report it, don’t click it” culture before busy season.
Firm Management October 19, 2026
Real Accounting Firm Concerns for 2027 and a Readiness Plan to Address Them
The old phrase "work smarter, not harder" comes to mind. Will your readiness plan address your real concerns?
Webinars
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
CPE Webinar: 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.
September 10, 2026
Archived Webcast: Own Q4: Position, Price, and Grow Your Tax Planning Advisory Practice
Learn how to position tax planning as a service clients understand and value, package and price your offering, and clearly communicate why proactive planning matters.