-
Smolin, Lupin & Co. acquired Vitolo & Associates, expanding its advisory and accounting capabilities and growing its presence in New Jersey.
July 9 -
As many as 100 former and current staff members at the bank were swept up in the Cum-Ex tax probe.
July 9 -
AI has raised the bar for what counts as good service in clients' eyes, meaning the humans will need to up their game, perhaps through the use of AI.
July 9 -
Financial reporting and automation solutions provider Inscope announced a new release that uses agentic AI to produce a review-ready disclosure checklist.
July 9 -
If things continue at this pace, it won't be surprising if CPA firms have a 40-to-one agent-to-human ratio in the near future and need a new operating model.
July 9
BlackLine -
AI-coded apps are changing the dynamics between software vendors and accounting firms, but the market impact so far has been small.
July 9 -
The IRS provided an electronic way to file a protective claim for a possible tax refund related to the COVID-19 pandemic ahead of a July 10 deadline.
July 8 -
Final regulations identify charitable remainder annuity trusts as "listed transactions," akin to tax shelters that need to be disclosed to avoid penalties.
July 8 -
A new Automatic Exemption from Penalty process aims to provide relief for taxpayers with a history of usually filing and paying their taxes on time.
July 8 -
Judgment about property improvements used to be defined by personal biases and loose, anecdotal evidence. Financial tracking is changing that.
July 8
Ximplifi -
The Top 25 Firm acquired Mid-Atlantic Regional Leader Kreischer Miller in Horsham, Pennsylvania.
July 8 -
The protection against probes of past tax filings was part of a settlement in which Trump agreed to drop a $10 billion lawsuit he filed against the IRS.
July 8 -
AI is shifting the economics of build-versus-buy as more firms turn to apps created not by software vendors but by code generators such as Claude, Replit, or Cursor.
July 8 -
The billable hour was always just a stand-in for something harder to measure. AI has finally made that obvious.
July 8
Blue J -
The time saved by using AI is being eroded by the time spent verifying its outputs.
July 7 -
Jordan's Revenge; generative AI; faulty assumptions; and other highlights from our favorite tax bloggers.
July 7
Matters Editorial -
Meaden & Moore, a Cleveland-based accounting, tax, advisory and forensic accounting firm, took an investment from private equity firm Unity Partners.
July 7 -
Athletes from countries across the globe competing in the World Cup may be going home with an unwelcome prize this year: a hefty tax bill from the United States.
July 7 -
The Regional Leader acquired Harris, Greene LLP, an accounting firm in Irvine, California, expanding its footprint in Southern California.
July 7 -
New features and updates include a revamped Reconciliation Rules engine.
July 7















