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For many taxpayers — especially those with variable, limited or short-term tax capacity — credit transferability provides a practical and effective solution.
9h ago
Ryan -
For practitioners willing to learn the rules, Trump accounts are the best client acquisition and retention opportunity we've had in a decade.
June 25
Tax Maverick AI -
AI severs confidence from correctness. Finding the areas that require scrutiny is much harder precisely because the output looks excellent everywhere.
June 25
Liscio Inc. -
Accounting firms that switch to transparent interviewing are improving hiring outcomes, reducing recruitment costs and creating a better candidate experience.
June 24
Accountests -
Tax amnesty programs; protecting your practice; unidentified tax payments; and other highlights from our favorite tax bloggers.
June 23
Matters Editorial -
Firms everywhere are searching for ways to seize first-mover advantages, or at least prevent competitors' AI use from becoming disruptive.
June 23
Plante Moran -
Nineteen states and three major cities now have them. Cheap and easy usually isn't best.
June 22
Bookkeeper360 -
AI can be a helpful starting point, but accounting professionals and other specialists are still essential for making an informed decision about entity type.
June 22
CorpNet.com -
Before you jump into the offshoring pool, or if you've recently jumped in, set up benchmarks to track your progress and look for areas to improve.
June 19
June15 Consulting -
The traditional spreadsheet model of financial planning is officially broken. It did not break quietly, and it was not broken by a single event.
June 19
Farseer -
Here's why every AI-powered tax initiative starts with a document problem — and what to do about it.
June 18
Morph Services -
Professionals are not only overwhelmed because they work long hours, but because they operate within unstable systems.
June 18
Carlos Contábil -
For years, tax firms have talked about moving beyond compliance and offering more strategic advice. Clients want that shift, too.
June 17
Thomson Reuters Tax, Audit & Accounting Professionals -
Recent court cases and IRS actions are changing the litigation playbook for taxpayers appealing Employee Retention Credit claims that have been denied.
June 17
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Juneteenth; ERP programs; compliance drift; and other highlights from our favorite tax bloggers.
June 16
Matters Editorial -
Many firms aren't prepared for the shift in capacity that's coming. The next few years will sort firms into those that used this moment to grow, and those that didn't.
June 16
Black Ore -
There are three proven ways a CPA firm can move beyond the revenue level to start pulling the "multiple" lever.
June 16
L&H CPAs and Advisors -
The finance AI conversation has been dominated by capability. The next one is about governance, and most of the agents shipping in 2026 will not survive it.
June 15
Medius -
If you have clients with college-age children earning money from their name, image and likeness, are they responsible enough to handle it and protect it?
June 15
HCVT CPAs -
Breakaway Advising