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As technology, regulation and client expectations evolve in 2026, accounting, tax and wealth management firms will transform into modern, relationship-based practices.
February 6
Seismic -
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
February 6
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The Top 100 Firm acquired Blueprint CFO, a fractional CFO services firm, expanding its presence in Southern California.
February 5
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The agency incorrectly labeled some taxpayers as hostages when providing tax relief, or failed to remove a special indicator after their release from captivity.
February 5
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Albuquerque, New Mexico-based Burgmaier Group announced it completed a merger with tax firm Balise PC.
February 5
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Accrual, a tax prep and review platform for firms that launched today with $75 million in funding, already supports every federal and state tax form, as well as the unstructured data to fill it.
February 5
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The Auditing Standards Board will be proposing a set of updates to its attestation standards to address sustainability information and other assurance issues.
February 5
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KNAV Advisory acquired UAE-based assurance and advisory firm Affiniax Group, expanding its presence in the Middle East.
February 5
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Tax and software provider Ryan acquired Meritax Advisors, expanding its property tax capabilities.
February 5
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Proposed regs from IRS finally address the reporting threshold confusion that has plagued tax practitioners since 2021.
February 5
