While everyone seems to be talking about AI, the Information Technology Alliance found that few are actively using it in their CAS practices, except Microsoft Copilot.
Joel Cooperman, cofounder and former CEO of Citrin Cooperman, left the firm on March 31 after over 40 years.
Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.
Public Company Accounting Oversight Board chair Erica Williams warned about legislation that would eliminate the board.
Senior finance executives are feeling less optimistic about their business expansion plans as tariff worries increase in the U.S. and other parts of the world.
Cuts in funding and staff mean the Internal Revenue Service will likely "do less with less," experts say.
