AT Think

As technology, regulation and client expectations evolve in 2026, accounting, tax and wealth management firms will transform into modern, relationship-based practices.

Proposed regs from IRS finally address the reporting threshold confusion that has plagued tax practitioners since 2021.

Whether accounting firms spread raises evenly or distribute them poorly, they're still making choices. And those choices have consequences.

The basics of the car loan interest deduction is that it must be a new vehicle assembled in the United States, with the loan being a first lien on the vehicle.

In accounting and financial services, the ability to scale infrastructure efficiently isn't just a technology concern, it's a business imperative.

If you're leading an accounting firm in early 2026, you feel the pressure. Every conference promises AI will transform the profession. Every vendor has a new automation story. Every article warns that firms that do not adapt will be left behind. But most of these conversations overlook that many CPA firms are not AI-ready, and few have a transformation plan in place. You do already have something incredibly valuable: trust. Clients trust your judgment on complex issues. They trust your discretion with sensitive data. They trust you will guide them through regulatory risk. But trust alone won't carry your firm through the next 18 to 36 months.

Management systems and philosophies are a dime a dozen; it doesn't matter which you follow — as long as you follow one.

Are you looking at the right attributes? The answers may surprise you.

Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.