ThomsonReuters

OCTOBER 31, 2024

Jump to ↓ The current tax landscape Democratic and Republican Party tax plans Strategic planning amidst tax uncertainty In today’s dynamic political and economic environment, understanding the intricacies of tax policy has become more crucial than ever. election promises further potential shifts.

Tax

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. All rights reserved.

Technology

Accounting Today

JUNE 12, 2025

EDT 6 Min Read Facebook Twitter LinkedIn Email By any other name; poor Service; a saga continues; and other highlights of recent tax cases. Rockford, Illinois: Tax preparer Gretchen Alvarez, 49, has pleaded guilty to preparing and filing false income tax returns. The tax loss totaled $356,881. All rights reserved.

Tax

Accounting Today

JULY 23, 2025

Paradoxically, vulnerability had given him back control — but it also opened up a whole set of questions about his professional career, including his role as managing partner of Tri-Merit Specialty Tax Services (a tax advisory firm that also hosts Bridging the Gap). "I All rights reserved. he asked.

Technology

Accounting Today

JUNE 13, 2025

By Chris Gaetano 2h ago Tax-related court cases Tax Fraud Blotter: Sick excuses By any other name; poor Service; a saga continues; and other highlights of recent tax cases. All rights reserved. By Michael Cohn June 12 Like what you see?

accounted

ThomsonReuters

DECEMBER 5, 2024

As a tax and accounting professional, you understand tax research and staying current with new developments can be time-consuming, especially in todays ever-changing legislative and regulatory environment. For some practitioners, Google which is quick, easy to use, and free has become the go-to resource in their tax research toolbox.

Tax

Accounting Today

AUGUST 1, 2025

They are blessed to have a culture (The Wipfli Way) where everyone trusts and respects each other and they are all about value added services for their clients (I should know, Im a happy outsourced accounting and tax client!)." All rights reserved. The firm dates back over a century and is moving into a new phase with the PE investment.

Technology

Accounting Today

JUNE 23, 2025

My firms compensation data, collected in 2024 and 2025, shows that accounting firms paid 7% more to bring in outside senior analysts in tax and audit than they paid internal staff in the same positions. Back when I was initially analyzing the data around the "loyalty tax," I posted a chart breaking down this trend on a Reddit thread.

Technology

Accounting Today

JUNE 5, 2025

Accounting Accounting education CAS Technology Accounting students MORE FROM ACCOUNTING TODAY Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases. All rights reserved. By Editorial Staff June 5 Like what you see?

accounted

Accounting Today

JUNE 9, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Tax management platform Instead launched artificial intelligence-driven tax reports, harnessing AI to analyze full tax returns to glean tax strategies and missed opportunities. All rights reserved.

Tax

Accounting Today

JUNE 16, 2025

EDT 4 Min Read Facebook Twitter LinkedIn Email Business owners who employ their children in a reasonable but limited capacity at their firms can rake in tax savings and start their kids first retirement accounts in the process. All rights reserved.

Tax

Accounting Today

AUGUST 1, 2025

All rights reserved.

Technology

Accounting Today

JUNE 16, 2025

Audit PCAOB Audit preparation MORE FROM ACCOUNTING TODAY Tax One Big Beautiful Bill full of impactful tax provisions The bill, whose revised text was just released by the Senate, includes a number of significant tax provisions for both corporate taxpayers and nonprofits. All rights reserved.

audit

Accounting Today

AUGUST 4, 2025

2 to file various federal individual and business returns and make tax payments. 2 to file various federal individual and business returns and make tax payments. The current list of eligible localities is on the IRS Tax Relief in Disaster Situations page. Quarterly estimated income tax payments normally due on Sept.

New Mexico

Accounting Today

JUNE 13, 2025

By Chris Gaetano 11h ago Tax-related court cases Tax Fraud Blotter: Sick excuses By any other name; poor Service; a saga continues; and other highlights of recent tax cases. All rights reserved. By Jeff Stimpson June 12 Like what you see?

Technology

Accounting Today

JUNE 13, 2025

TaxPlanIQ adds new features Pavel Bolotov/pashabo - stock.adobe.com Tax planning solutions provider TaxPlanIQ rolled out several new features. All rights reserved. A Multi-1040 Uploader and Opportunity Analyzer allows bulk upload of up to 100 client returns at once. Another feature will auto-redact client information on upload.

Technology

Accounting Today

JUNE 19, 2025

EDT 1 Min Read Facebook Twitter LinkedIn Email Bloomberg via Getty Images Looking for "greater tax certainty" for large business and international taxpayers, the Internal Revenue Service has improved its Pre-Filing Agreement program. All rights reserved.

corporation tax

Accounting Today

JUNE 16, 2025

Accountants manage a high volume of sensitive information daily, covering everything from client tax details and payroll reports to audit documentation and financial disclosures. Without the right systems in place, even routine tasks like expense approvals or tax submissions can become time-consuming and error-prone.

Technology

Accounting Today

JUNE 16, 2025

Tax professionals gear up for a mad dash, auditors dive into quarter-end chaos, while leadership scrambles to balance capacity with unpredictable workloads. But the once-effective model of heavy lifting during tax season followed by a revenue drought isnt just outdated — its increasingly unsustainable. All rights reserved.

Technology

Accounting Today

JUNE 17, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email Private equity in the profession; green cards and exit taxes; governance for preparers; and other highlights from our favorite tax bloggers. Tax Foundation ( [link] ): Illinois policymakers should think twice before taxing GILTI. Tax Review Board. All rights reserved.

E-commerce

Accounting Today

JUNE 23, 2025

By Paige Hagy 1h ago Investment strategies Easier said than done: Dual ETF, mutual fund share classes The industry is awaiting SEC approval for dozens of applications, even as Vanguards shareholder case highlights some of the tax complexity of the looming shift. All rights reserved.

accounted

Accounting Today

JUNE 11, 2025

Practice management Private equity Succession planning MORE FROM ACCOUNTING TODAY Audit SEC plans ahead for PCAOB takeover The Securities and Exchange Commission is making plans in case it inherits the Public Company Accounting Oversight Boards duties if the tax bill passes. All rights reserved.

Technology

Accounting Today

AUGUST 1, 2025

Karbon, Ignition, SmartVault launch Intuit ProConnect Ecosystem for Tax Firms Gaj Rudolf/Gajus - stock.adobe.com Karbon , a practice management platform for accounting firms, announced a strategic partnership with Ignition , an automation platform for recurring revenue and billing, and SmartVault , a document management and client portal.

Technology

Accounting Today

AUGUST 1, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email By now, anyone reading this column has heard enough about the historic set of challenges confronting tax and accounting firms. According to our recent 2025 State of Tax Professionals Report , which surveyed 639 respondents from tax, audit and accounting firms of all sizes, the No.

Technology

Accounting Today

JUNE 23, 2025

By Paige Hagy 1h ago Investment strategies Easier said than done: Dual ETF, mutual fund share classes The industry is awaiting SEC approval for dozens of applications, even as Vanguards shareholder case highlights some of the tax complexity of the looming shift. All rights reserved.

accounting standards

ThomsonReuters

MARCH 10, 2025

The EY experts emphasized that tax professionals often find themselves as consumers of data rather than owners, which can lead to significant data quality issues including inconsistent data entry, outdated systems, and fragmented processes. “Master data is not created with me in mind, meaning me, the tax professional,” he said.

Tax

Accounting Today

JULY 21, 2025

All rights reserved. aims for operational excellence July 21, 2025 10:01 AM 2:36 Facebook Twitter LinkedIn Email Transcription: Transcripts are generated using a combination of speech recognition software and human transcribers, and may contain errors.

Technology

Accounting Today

JUNE 19, 2025

EDT 5 Min Read Facebook Twitter LinkedIn Email Seeking shelter; please be Gentle; where the heart is; and other highlights of recent tax cases. Nixa, Missouri: Tax preparer Tina Louise Yager has pleaded guilty to making false and fictitious claims against the U.S. million in taxes on income he earned from his business.

Tax

Accounting Today

JULY 18, 2025

Bloomberg announces new features for AI Assistant Bloomberg Tax and Accounting announced a bevy of new features for its AI Assistant. This is on top of the tax content it already draws upon, such as Bloomberg Tax Portfolios. This is on top of the tax content it already draws upon, such as Bloomberg Tax Portfolios.

Technology

Accounting Today

JUNE 9, 2025

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Identify opportunities Assess pain points in tax, audit, scheduling, and advisory workflows. All rights reserved.

Technology

Accounting Today

JULY 24, 2025

EDT 6 Min Read Facebook Twitter LinkedIn Email The not-so-great outdoors; spear itself; pain and gain; and other highlights of recent tax cases. Sole owner of Zion Outfitter, an outdoor retailer in Springdale, Utah, he handled the company finances and provided CPAs with information and records to prepare tax forms to submit to the IRS.

Tax

Accounting Today

JULY 9, 2025

Platform Accounting expands in Chicago Platform Accounting Group building in Holladay, Utah Platform Accounting Group has added Madison Street Advisors, formerly known as McCormick Tax Group, based in downtown Chicago, extending Platforms footprint in the Midwest. All rights reserved.

accounted

Accounting Today

JUNE 6, 2025

By Michael Cohn 10h ago Tax-related court cases Tax Fraud Blotter: Prep perps Bank job; the magic is gone; not a beautiful day in the Neighborhood; and other highlights of recent tax cases. All rights reserved.

Technology

Accounting Today

JULY 25, 2025

SmartVault plans release of AI document management solution Document management Sutthiphong - stock.adobe.com Document management solutions provider SmartVault announced the upcoming release of SmartRequestAI, a new tool designed to transform the way firms collect client information and documents during tax season. All rights reserved.

Technology

Accounting Today

JUNE 23, 2025

Medicaid funding would also count, and substantial cuts are expected under the tax bill now being considered in Congress "Medicaid funding in particular is a really big part of state budgets, so the potential for them to be substantial at a state level at least exists and warrants consideration," said Black. All rights reserved.

accounting standards

Accounting Today

JULY 16, 2025

By Michael Cohn 5h ago Tax Treasury will need to come up with guidance on Big Beautiful Bill The Treasury Department and the IRS will need to roll out guidance to explain the bills newer provisions and how they differ from earlier tax legislation. All rights reserved.

Technology

Accounting Today

JUNE 20, 2025

Taxfyle rolls out TXF Intelligence for smaller practitioners Tax solutions provider Taxfyle announced the release of its new TXF Intelligence product, a generative AI tool built to automate and streamline tax return preparation for small tax and accounting firms in the U.S. All rights reserved.

Technology