CPA Practice

JUNE 13, 2025

The recommendations come from the AICPA’s Tax Technical Resource Panels and cover 10 areas, including corporations/shareholders, employee benefits, and exempt organizations.

Tax 90

Tax Account accounted accountant 90

CPA Practice

MAY 20, 2025

Social Securitybeneficiaries are expected to receive the lowest cost-of-living-adjustment since 2021, according to the latest forecast from theSenior Citizens League.

payroll 94

payroll 94

Withum

MAY 21, 2025

House Ways and Means Committee Unveils Tax Reform Bill With Business and Real Estate Provision Authored by: Michael Hurwitz , CPA The House proposal specifically impacts the real estate industry regarding the Opportunity Zone program. The existing regulations are set to expire on December 31, 2026.

Real Estate 119

Real Estate Tax CPA Washington 119

Withum

NOVEMBER 25, 2024

These changes are set to revert to pre-TCJA levels beginning in tax year 2026 without direct intervention by Congress and knowing the changes allows for better planning to defer itemized deductions in favor of the higher standard deduction today or maximize the deductions now under the present ruleset.

Tax 106

Tax income tax Real Estate tax return 106

Accounting Today

JULY 9, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Andrew Harrer/Bloomberg Tax year 2026 and filing season 2027 are the target date for retiring the Filing Information Returns Electronic, or FIRE, system. FIRE will not be available for submissions in filing season 2027.

Tax 107

Tax tax preparation Technology corporation tax 107

Withum

JULY 23, 2025

Effective Date : These changes are effective for tax years beginning January 1, 2026. Effective Date : These changes are effective for tax years beginning January 1, 2026. Firms may consider advising partners to accelerate charitable contributions before 2026 to maximize deductions under current rules.

Legal 105

Legal Tax CPA Sales 105

CPA Practice

JULY 7, 2025

AICPA and NASBA Recognize Top CPA Exam Performers with Elijah Watt Sells Award The American Institute of CPAs (AICPA) and the National Association of State Boards of Accountancy (NASBA) congratulate this year’s winners of the Elijah Watt Sells Award. Yoshioka has applied for his CPA licensure in the U.S.

cpas 85

cpas accounting and finance CPA Technology 85

Going Concern

JANUARY 10, 2025

The Ohio Society of CPAs announced yesterday that their state is leading the way in alternative pathways to CPA licensure, officially. 8, which includes OSCPA-backed legislation that will position Ohio as a national leader in addressing the dire CPA shortage. This is exactly what the AICPA was afraid of.

Ohio 64

Ohio Minnesota cpas CPA 64

CTP

OCTOBER 30, 2024

A family office focuses on managing the wealth and the personal affairs of a family, typically through the services of a large CPA firm. With the implementation of TCJA, that deduction has been suspended until 2026. What exactly is a family office?

Tax 97

Tax Real Estate cpa firm tax return 97

CPA Practice

JUNE 18, 2025

Kurkowski will succeed Wendy Cama, who has announced her intent to retire from Crowe on March 31, 2026, after a distinguished career spanning more than 30 years, including five years as managing partner of the business unit. Thanks for reading CPA Practice Advisor! He officially joined the firm on May 12, 2025. © 2025 Firmworks, LLC.

Technology 115

Technology audit Healthcare payroll 115

Accounting Today

JULY 9, 2025

Accounting Technology Fraud prevention Fraud MORE FROM ACCOUNTING TODAY Practice management BDO names Matt Becker next CEO Matthew Becker, BDO USAs national managing principal of tax, has been ratified by a principal-wide vote to succeed Wayne Berson as the firms next CEO, effective July 1, 2026.

Technology 75

Technology accountant accounted Account 75

Going Concern

JANUARY 22, 2025

According to a license lookup, Jerkins (we can’t stop laughing at that name given the context) received his Tennessee CPA license in 2015. It is currently active until 2026. JBS had office locations in Fairview and Nashville, Tennessee.

Tennessee 59

Tennessee CPA bookkeeping payroll 59

CPA Practice

JULY 14, 2025

Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. Logan Kowcheck, CPA joined Schneider Downs in 2011 in the firm’s audit practice group. She received her B.A. from the University of Findlay, and her M.B.A. from West Virginia University. He graduated with a B.S.B.A He holds a B.S.

West Virginia 51

West Virginia Technology Pennsylvania accounting and finance 51

Anders CPA

DECEMBER 12, 2024

Brad Stumpe, CPA, CRCM , partner and compliance and loan review practice leader, hosted a webinar, HMDA Refresher Including What Reporters Must Know Prior to Section 1071 Implementation , to inform financial institutions of their obligations under HMDA reporting requirements.

Agriculture 52

Agriculture Construction Maine Finance 52

Going Concern

APRIL 24, 2025

Let’s see what else the press release had to say: In a transformative move that redefines advisory and accounting services for the middle market, Baker Tilly and Moss Adams today announced their planned combination to create the sixth largest advisory CPA firm in the US.

audit 95

audit cpa firm accounting firms Gaming 95

Shay CPA

FEBRUARY 10, 2025

Tax Relief for American Families and Workers Act (January 2024) Included a provision to defer amortization until 2026. Broader Tax Overhauls in 2026 As other TCJA provisions expire in 2026, Congress may bundle Section 174 changes into a larger tax reform bill, creating additional uncertainty for founders today.

accrual accounting 52

accrual accounting Tax CPA payroll tax 52

Withum

JULY 22, 2025

Governor Phil Murphy signed Bill A4455/S4503 into law on June 30, 2025, allowing eligible taxpayers to exclude certain capital gains from New Jersey gross income beginning January 1, 2026. Author: Nicole Angiuoli , CPA | nangiuoli@withum.com Contact Us For more information, contact Withum’s Founders and Tech Executive Services Team.

New Jersey 52

New Jersey Tax CPA Government 52

CPA Practice

JUNE 25, 2025

Despite calling this past tax filing season one of the most successful in recent memory, National Taxpayer Advocate Erin Collins warned there are potential risks heading into the 2026 tax season and that "it is critical that the IRS begin to take steps now to prepare."

Tax 104

Tax income tax 104

SkagitCountyTaxServices

MARCH 6, 2025

Thats a principle weve come to live by here at Padgett & Padgett, PLLC CPA. – Tax year 2025 (reporting in 2026): 2.5K – Tax year 2026 (reporting in 2027) and after: 600 dollar threshold. What the 1099-K Requirements Mean for Your Skagit County Small Business Change is inevitable, except from a vending machine.

tax return 73

tax return Tax CPA income tax 73

Going Concern

FEBRUARY 19, 2025

Artifact of PwC’s Women’s Consulting Experience landing page from Google search The five entry-level PwC programs listed right now are Career Preview, Start Internship, Destination CPA, Advance Internship, and While You Work – CPA Acceleration Program. Preferred major GPA: 3.3

CPA 59

CPA accounting and finance California Maine 59

Accounting Today

JULY 9, 2025

By Chris Gaetano July 9 Practice management Franklin Alliance acquires second firm The PE-alternative Franklin Alliance acquired Robert Morris & Company in New Bloomfield, Pennsylvania, as it aims to create a platform of local CPA firms.

accountant 59

accountant accounted Account Utah 59

CPA Practice

JUNE 19, 2025

Jamie Burgess Named Chair of RSM US LLP Board of Directors RSM US LLP (“RSM”) – the leading provider of assurance, tax and consulting services for the middle market – recently announced that Jamie Burgess will serve as chair of the RSM US LLP Board of Directors effective May 1, 2025, through November 30, 2026. © 2025 Firmworks, LLC.

Real Estate 52

Real Estate Technology payroll Healthcare 52

Accounting Today

JUNE 17, 2025

Sovos ( [link] ): The IRS will decommission the Filing Information Returns Electronically system in January 2027; all 2026 returns will need to use the new IRS Information Returns Intake System. Trout CPA ( [link] ): Financial management, with a heavy dose of tax considerations, for funeral homes.

E-commerce 82

E-commerce Technology tax preparation Illinois 82

CPA Practice

JULY 25, 2025

Patrick Hickman, CPA , joined the firm in 2023 following a decade in public accounting with other firms. Logan Kowcheck, CPA joined Schneider Downs in 2011 in the firm’s audit practice group. She received her B.A. from the University of Findlay, and her M.B.A. from West Virginia University. He graduated with a B.S.B.A He holds a B.S.

West Virginia 40

West Virginia Pennsylvania Technology accounting and finance 40

Accounting Today

JULY 17, 2025

As is common with PE deals, Sax will restructure to accommodate the investment, providing attest services through Sax LLP, a licensed CPA firm, and advisory, consulting and other professional services through Sax Advisory Group. Sax is in discussions with three other CPA firms and three wealth management firms. billion fund. "I

New Jersey 59

New Jersey Technology tax preparation audit 59

SkagitCountyTaxServices

JULY 24, 2025

I’ll reiterate: the moves you make now (with equipment purchases, hiring, R&D, etc) will either maximize or undermine your tax position heading into 2026. Talk to your CPA (hi, that’s me) before you buy, not after the deal closes. So let’s break this down. Review your depreciation methods.

Tax 52

Tax CPA Manufacturing payroll 52

Going Concern

JULY 10, 2025

Becker will be moving on up to the big chair effective July 1, 2026 when current CEO Wayne Berson vacates the seat after 14 years. Congrats to Mr. Becker and bonus congrats to Becker CPA Review for all the free name association advertising you’ll be getting for the next who knows how many years.

Michigan 59

Michigan Tax CPA Government 59

Accounting Today

JULY 25, 2025

INDIANA The Indiana CPA Society announced its board of directors for 2025–26; on the executive committee: chair Lisa Tressler, partner, RBSK Partners PC; chair-elect Corbin Miller, partner, Insight Accounting Group; vice chairs: Colby Chamberlin, manager, Pile CPAs; E. Nomination information is available here.

Rhode Island 59

Rhode Island Vermont cpas Technology 59

CPA Practice

MAY 29, 2025

Berson, who has served as CEO of Chicago-based top 10 accounting firm BDO USA since 2012, is retiring effective June 30, 2026.

accounting firms 58

accounting firms accountant accounted Account 58

CPA Practice

JULY 9, 2025

Thanks for reading CPA Practice Advisor! OBannon Firm Management July 9, 2025  Matthew Becker Ratified as Next CEO of BDO USA, Succeeding Wayne Berson in 2026 Becker leads the strategy and operations of BDO USA’s tax practice, which has more than doubled in size since 2019. © 2025 Firmworks, LLC. © 2025 Firmworks, LLC.

Technology 71

Technology accountant accounted Account 71

Withum

JULY 11, 2025

The headline in the bill for estate planners is that the increased lifetime estate, gift , and generation skipping transfer (GST) tax exemption amounts are scheduled to increase to $15 million for single filers and $30 million for joint filers in 2026. Itemizers will see their charitable contribution deduction reduced by a floor of 0.5%

income tax 80

income tax Real Estate Tax tax planning 80

Accounting Today

JUNE 27, 2025

ILLINOIS Joseph Bigane Joseph Bigane III was named the recipient of the Illinois CPA Societys 2025 Lifetime Achievement Award. By Chris Gaetano 2h ago Accounting Pennsylvania passes licensure changes bill The Pennsylvania Legislature passed a bill that establishes an additional path to CPA licensure, and it awaits Gov. Pittsburgh.

Technology 59

Technology Pennsylvania tax preparation Illinois 59

Going Concern

NOVEMBER 15, 2024

Accounting firm KSM announces move to new nearby office [ IBJ ] Katz Sapper & Miller—the largest accounting firm in Indianapolis—plans to relocate to a new office in mid-2026 in a move that KSM says represents its embrace of post-pandemic work habits. “I These firms saw median growth of less than 1%.

Delaware 52

Delaware audit accounting firms accounting and finance 52

Insightful Accountant

JUNE 30, 2025

The SALT deduction changes remain substantial, retroactively increasing the limitation to $40,000 for 2025 and $40,400 for 2026, with one percent annual increases through 2029 before reverting to $10,000 in 2030. The phaseout for high earners above $500,000 remains, but workaround limitations were dropped. . Like what youre reading?

general ledger 52

general ledger Alaska New Hampshire Construction 52

CPA Practice

OCTOBER 30, 2024

Estate Planning Tax : With the sunset of the TCJA, anticipated changes affecting estate tax law would go into effect on January 1, 2026, including (1) federal estate tax exemption will decrease by 50%, (2) capital gains taxes for heirs upon asset disposition may increase, and more.

Tax 59

Tax business tax tax planning tax services 59

CPA Practice

NOVEMBER 25, 2024

Update 2024-03 states that the amendments are effective for public business entities for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. In the proposed ASU, the FASB says: The Board issued Accounting Standards Update No.

accounting standards 52

accounting standards financial accounting accountant accounted 52

Going Concern

MAY 1, 2025

Several years back, the AICPA seemingly out of nowhere announced it had detected a huge threat to CPA licensure and started warning its members of a vague movement to do away with licenses completely that could somehow affect accountants. What are the threats to professional licensing for CPAs? Where is this happening?

Florida 85

Florida cpas CPA Education 85