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In the landscape of financial management, reconciling bank and credit card statements stands out as an indispensable practice that can make or break an organization’s financial...
Consumer confidence in the US economy has perked up, reaching a six-month high in October. The University of Michigan’s consumer sentiment index climbed to 71.5, a...
If artificial intelligence is eroding the base for the analytics-based transactional advisory work (see our feature story), what’s left? Where are the long-term, relationship-driven client-centric advisory...
Tax season is a busy time for financial advisors, but it also brings overlooked opportunities for client coaching on year-round tax savings and for future growth...
Considering that some are claiming that artificial intelligence could bring us biological immortality by 2030, it would not seem like a major leap for some to...
State-based job creation tax credit programs typically provide a tax credit against the state’s income tax liability. That credit may be passed through to a shareholder...
M&A is well known for its complexity, as it involves not just dollar and cent figures but also strategy, relationships, negotiations, judgment, and a thicket of...
The American Institute of CPAs’ Auditing Standards Board is looking for feedback on its proposed strategic plan for 2026-30, as it develops guidance in areas such...
Estate planning, like any advisory service in the accounting world, is concerned with dollars and cents. But, like other advisory areas relatively resistant to AI disruption,...
Artificial intelligence has brought new efficiency and productivity to the valuation field, particularly where it concerns data entry, processing and analysis, which is a major part...
The ability to invest in the future has never been more important in our profession. The emergence of artificial intelligence, the need to rebuild our talent...
Lohman adds professional services line; Nathan Wechsler hires COO; and more news from across the profession.
The crypto industry is on a roll in Washington and it’s not just because of President Donald Trump. A key ally is rising in the Democratic...
SEC accepts 2025 FASB taxonomies; SAP builds Joule AI into Concur Expense and Concur Travel; New startup, Town, launches with SMB tax platform; and other accounting...
Check out the companies making headlines in extended trading. FedEx — Shares slipped more than 4% after the shipping company reported an earnings miss in the...
Jeffrey Gundlach speaking at the 2019 SOHN Conference in New York on May 5, 2019. Adam Jeffery | CNBC DoubleLine Capital CEO Jeffrey Gundlach said Thursday there could...
For years, advisory services stood as a bulwark against the relentless march of automation, a place where accountants could seek refuge as software took over more...
