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 August 4, 2026
Nominations Open for Innovation Awards and 40 Under 40 Awards
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
Taxes August 20, 2026
IRS Adds Tax Compliance Reports to Individual Online Accounts
The IRS on Thursday unveiled a digitally authenticated Tax Compliance Report, found through IRS Individual Online Account, that shows whether a taxpayer filed tax returns and paid taxes on time.
Taxes August 20, 2026
IRS to Open Office of Conservation Easements
In addition, the IRS said it's transitioning the process for settlements in conservation easement disputes, with roughly 1,100 of these cases currently pending.
Financial Reporting August 20, 2026
MindBridge and Fieldguide Partner to Modernize Audits
The integration embeds MindBridge's transaction-level intelligence directly into Fieldguide's AI-native platform.
Retirement August 20, 2026
5 Tax Moves Retirees Should Consider Before the End of 2026
Certain strategies intended to affect the 2026 tax year must be completed by December 31.
CAS August 20, 2026
The Accountant’s Guide to Agentic ROI
The question for accountants now is how do you turn ambition around agentic AI into commercial value.
Legislation August 20, 2026
Husted Introduces Bill to Let Homebuyers Tap 529 Savings for Down Payments
U.S. Sen. Jon Husted (R-Ohio) has introduced legislation that would let first-time homebuyers use unused college savings toward a down payment.
Small Business August 19, 2026
XeroCon Denver 2026 Photo Gallery
The global business financial technology provider Xero held its semi-annual user and partner conference, XeroCon, in Denver.
Tax News
Taxes August 20, 2026
IRS Adds Tax Compliance Reports to Individual Online Accounts
The IRS on Thursday unveiled a digitally authenticated Tax Compliance Report, found through IRS Individual Online Account, that shows whether a taxpayer filed tax returns and paid taxes on time.
Taxes August 20, 2026
IRS to Open Office of Conservation Easements
In addition, the IRS said it's transitioning the process for settlements in conservation easement disputes, with roughly 1,100 of these cases currently pending.
Retirement August 20, 2026
5 Tax Moves Retirees Should Consider Before the End of 2026
Certain strategies intended to affect the 2026 tax year must be completed by December 31.
Legislation August 20, 2026
Husted Introduces Bill to Let Homebuyers Tap 529 Savings for Down Payments
U.S. Sen. Jon Husted (R-Ohio) has introduced legislation that would let first-time homebuyers use unused college savings toward a down payment.
Taxes August 19, 2026
IRS Regs Would Block Certain Immigrants From Claiming Refundable Tax Credits
Proposed rules issued by the Treasury Department and the IRS on Wednesday would restrict undocumented immigrants' access to refundable tax credits, such as the Earned Income Tax Credit and the Child Tax Credit.
Taxes August 19, 2026
IRS Posts Updated Fact Sheet on Business Interest Expense Deduction Limit
The IRS said Aug. 19 that it has updated frequently asked questions about the limitation on the deduction for business interest expense.
Taxes August 19, 2026
Carried Interest Tax Hike Would Barely Dent Federal Debt, Analysis Finds
High cost, low benefit. That’s the projected impact from a proposed tax hike on carried interest, according to an analysis from the Tax Foundation.
Taxes August 19, 2026
New York City Council Outraged by Mamdani Administration’s No Show at Pied-à-Terre Hearing
The Mamdani administration was accused by City Council members of putting a “scarlet letter” on homeowners facing the extra surcharge.
Accounting News
Accounting August 4, 2026
Nominations Open for Innovation Awards and 40 Under 40 Awards
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
Financial Reporting August 20, 2026
MindBridge and Fieldguide Partner to Modernize Audits
The integration embeds MindBridge's transaction-level intelligence directly into Fieldguide's AI-native platform.
Small Business August 19, 2026
XeroCon Denver 2026 Photo Gallery
The global business financial technology provider Xero held its semi-annual user and partner conference, XeroCon, in Denver.
Accounting August 19, 2026
Xerocon Kicks Off 2026 Conference in Denver
Guest speakers included tennis legend Andre Agassi as headliner, motivational speaker Rachel Sheerin as the emcee, and others, including Gail Perry, CPA.
Technology August 19, 2026
Aprio to Invest in Emerging AI and Tech Companies Through Aprio Ventures
Top 25 accounting firm Aprio announced Tuesday a strategic investment program created to connect the firm with emerging solutions to enhance services for clients.
Mergers and Acquisitions August 19, 2026
CRI Adds DMR CPAs, Trace Advisory
The top 25 firm has completed two M&A deals in a little more than a week, adding DMR CPAs in Fort Worth, TX, and Trace Advisory, a Ridgeland, MS-based firm specializing in government accounting, auditing, and compliance.
Mergers and Acquisitions August 19, 2026
BST & Co. and Gallagher Flynn Merge to Form BST Gallagher Flynn
Latham, NY-based BST & Co. CPAs, an INSIDE Public Accounting top 300 firm, and South Burlington, VT-based accounting and advisory firm Gallagher, Flynn & Co. have combined to create BST Gallagher Flynn.
Artificial Intelligence August 19, 2026
How CPA Firms Can Use ChatGPT to Decode Client Behavior
When used strategically, ChatGPT can help CPA firms analyze client feedback, identify recurring concerns, understand changing expectations, and spot patterns that may indicate satisfaction or retention risks.
Payroll News
Retirement August 20, 2026
5 Tax Moves Retirees Should Consider Before the End of 2026
Certain strategies intended to affect the 2026 tax year must be completed by December 31.
Legislation August 20, 2026
Husted Introduces Bill to Let Homebuyers Tap 529 Savings for Down Payments
U.S. Sen. Jon Husted (R-Ohio) has introduced legislation that would let first-time homebuyers use unused college savings toward a down payment.
Benefits August 19, 2026
Column: Collecting Social Security on Your Ex
For example, if you're an ex-spouse, you can legally collect on your former spouse's record if you meet certain conditions.
Payroll August 18, 2026
Bad Hiring is Costing Your Business More Than You Think
For many organizations, the real problem isn't a lack of talent. It's a hiring strategy driven by urgency instead of intention.
Human Resources August 18, 2026
4 Networking Mistakes That Can Cost People Job Offers in 2026
Human resources specialists estimate that referrals account for 35% to 40% of all hires. This makes networking a key part of career development, but many still make mistakes that can cost them job offers.
Benefits August 18, 2026
Bill Cassidy, Others in Congress Are Running Out of Time to Reform Social Security
Louisiana Sen. Bill Cassidy is pushing for action on Social Security as he enters his final months in Congress, but he is running out of time.
Payroll August 17, 2026
38% of American Workers Earn Money From Gig Work
The research found that 64 million Americans now perform freelance work, accounting for 38% of the U.S. workforce.
Payroll August 17, 2026
35% of Workers Have Delayed Retirement as Costs Rise
At the same time, 51% say they are behind on retirement savings or have not started saving.
Technology News
CAS August 20, 2026
The Accountant’s Guide to Agentic ROI
The question for accountants now is how do you turn ambition around agentic AI into commercial value.
Accounting August 19, 2026
Xerocon Kicks Off 2026 Conference in Denver
Guest speakers included tennis legend Andre Agassi as headliner, motivational speaker Rachel Sheerin as the emcee, and others, including Gail Perry, CPA.
Technology August 19, 2026
Aprio to Invest in Emerging AI and Tech Companies Through Aprio Ventures
Top 25 accounting firm Aprio announced Tuesday a strategic investment program created to connect the firm with emerging solutions to enhance services for clients.
Artificial Intelligence August 19, 2026
How CPA Firms Can Use ChatGPT to Decode Client Behavior
When used strategically, ChatGPT can help CPA firms analyze client feedback, identify recurring concerns, understand changing expectations, and spot patterns that may indicate satisfaction or retention risks.
Small Business August 19, 2026
Xero Sees Strong Growth in U.S. and Announces New Payments Capabilities and Embedded Payroll with Gusto
Xero has announced significant product updates across its payments, payroll and bookkeeping offerings.
Auditing August 18, 2026
5 Questions to Ask Before Your SOX Team Adopts AI Agents
What to ask an AI testing vendor before starting the conversation—whether you are a part of a SOX program or on the advisory side.
Technology August 18, 2026
GruntWorx and FileForms Join Forces for Entity Compliance Services
The completed integration is part of GruntWorx's broader strategy to build a connected landscape of technology and service providers for tax and accounting professionals.
Financial Reporting August 18, 2026
Why Change Management May Be Accounting’s Biggest AI Challenge
Treating technology adoption as an IT project is the biggest mistake a firm can make right now. It's a business-model decision.
Firm Management News
CAS August 20, 2026
The Accountant’s Guide to Agentic ROI
The question for accountants now is how do you turn ambition around agentic AI into commercial value.
Mergers and Acquisitions August 19, 2026
CRI Adds DMR CPAs, Trace Advisory
The top 25 firm has completed two M&A deals in a little more than a week, adding DMR CPAs in Fort Worth, TX, and Trace Advisory, a Ridgeland, MS-based firm specializing in government accounting, auditing, and compliance.
Mergers and Acquisitions August 19, 2026
BST & Co. and Gallagher Flynn Merge to Form BST Gallagher Flynn
Latham, NY-based BST & Co. CPAs, an INSIDE Public Accounting top 300 firm, and South Burlington, VT-based accounting and advisory firm Gallagher, Flynn & Co. have combined to create BST Gallagher Flynn.
Firm Management August 18, 2026
The Succession Crisis Reshaping Accounting
This isn’t simply a succession problem—it’s an industry-wide shift that could force thousands of accounting firms to sell, merge, or close, disrupting client relationships built over decades.
Firm Management August 18, 2026
Ten Honored as Visionaries at Boomer Circles Summit
These awards honor member firms and sponsor partners in the accounting profession that demonstrate exemplary performance and innovation.
Financial Reporting August 18, 2026
Why Change Management May Be Accounting’s Biggest AI Challenge
Treating technology adoption as an IT project is the biggest mistake a firm can make right now. It's a business-model decision.
CAS August 18, 2026
Is It Real? – AI Productivity Gains – A Top Technology Initiative Article
If you invest some of this time in yourself and some in your clients with Advisory services, you’ll find that AI can provide the benefits promised.
Firm Management August 17, 2026
Boomer Consulting Launches SoftwareClarity to Help Accounting Firms Make Confident Technology Decisions
SoftwareClarity is an online platform to help accounting firm leaders confidently navigate the increasingly complex software marketplace.
Webinars
September 22, 2026
CPE Webinar: Start Simple. Scale Naturally. Building a Tax Technology Strategy for Long-Term Growth
The most successful firms don't build their technology strategy around software. They build it around removing friction.
September 3, 2026
CPE Webinar: Estate Planning After OBBBA: Turning Theory into Practice
With the passage of OBBBA and the shift to a $15 million basic exclusion amount, the estate planning landscape entering 2026 and beyond presents both unique opportunities and substantial challenges for taxpayers and their advisors.
September 1, 2026
CPE Webinar: Grow Your 1040 Practice Without Adding Staff: AI-Powered Strategies for Tax Firms
As firms face staffing challenges and increasing client expectations, automation can help teams do more with the resources they already have.
June 16, 2026
Archived Webcast: The Post-Busy Season Audit: Turning Pain Points into Progress
This practical webinar helps tax and accounting professionals make sense of what worked—and what didn't—during busy season. You'll identify key operational and workflow challenges, translate lessons learned into actionable improvements, and set the stage for a more efficient, less stressful 2027 busy season.