Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
Financial Reporting November 20, 2025
Extend Brings Universal Expense Management to the SMB Market
Extend’s expanded functionality gives small and mid-sized businesses, in particular, an easier path to modern, AI-powered expense management.
Technology November 20, 2025
Eton Solutions Expands Wealth Management Suite to Fund Managers Worldwide
Firms can additionally leverage EtonAI to streamline complex workflows, scale output, and enhance decision-making processes.
Payroll November 20, 2025
Here’s Why the Cost of Airport Food is Sky-High
It’s tempting to sit down at an airport restaurant or bar to have an adult beverage while waiting for your flight, but those drinks will be expensive.
Taxes November 20, 2025
Trump’s Library Foundation Got Special Treatment From the IRS During the Government Shutdown
The Donald J. Trump Presidential Library Foundation filed its request for tax-exempt status to the IRS on Oct. 10 and got an approval letter just 10 days later, according to tax records.
Taxes November 20, 2025
U.S. Chamber Official: Trump Tariffs Amount to $600 Billion Tax Increase
During a Nov. 19 event in Mobile, AL, U.S. Chamber of Commerce's Tom Wickham said the president's tariff policy amounts to a potential $600 billion “tax increase annually,” including about $202 billion on small businesses.
Taxes November 20, 2025
Missouri Gov. Says He Plans to Phase Out State’s Income Tax
Missouri Gov. Mike Kehoe has offered no specifics about his plan but said it revolves around offsetting the $10 billion generated by the state’s 4.7% income tax rate, which represents about 63% of the state’s general revenue.
Technology November 20, 2025
Asseta AI Raises $4.2M Seed Round to Bolster Family Office Accounting Platform
Asseta AI, a purpose-built accounting platform designed for family offices managing complex multi-entity wealth, announced a $4.2 million seed funding round co-led by fintech venture capital firm Nyca Partners and investment firm Motive Partners.
Firm Management November 20, 2025
Boomer Consulting Inc. and Miles Masterclass Partner to Build the Next-Generation of AI-Ready Accountants
With immersive storytelling, reel-based micro-lessons, and real-world demonstrations of AI tools, the platform offers firms a modern, high-engagement path to developing future-ready talent at scale.
Firm Management November 20, 2025
BGM Expands with the Addition of The Vroman Group
This expansion strengthens BGM’s presence in the Midwest and enhances its ability to deliver comprehensive accounting, tax, advisory, wealth management, and trust and estate services.
Taxes November 19, 2025
Maximizing 2025 Year-End Planning Before the OBBBA’s Changes Take Effect
An investment portfolio where any one stock has appreciated dramatically over the original purchase is the perfect candidate for a contribution to a charitable organization or a DAF.
Risk Management November 19, 2025
Protecting Your Practice from Uninsurable, Uncovered Costs
After five consecutive years of cuts, Medicare physicians can finally expect to see higher revenues in 2026.
Taxes November 19, 2025
Wolters Kluwer Highlights CCH Axcess Scan and Expert AI Tax Automation Strategies at Microsoft Ignite
A centerpiece of the discussion was CCH Axcess Scan, an innovative solution powered by Expert AI and Azure AI services.