Commercial banking

Taxpayers who believed cryptocurrency offered privacy now face an environment where the IRS can access their data.

David Klasing Esq. CPA M.S.-Tax, is founder and managing attorney at the Tax Law Offices of David W. Klasing. He has earned dual California licenses that enable him to simultaneously practice as an attorney and as a CPA in the practice areas of taxation, estate planning and business law. He provides businesses and individuals with tax representation, planning and compliance services, and criminal tax representation. He has more than 20 years of professional tax, accounting and business consulting experience, coupled with extensive knowledge about federal and state tax codes, regulations and case law.

The AICPA Peer Review Board wants to update its requirements as more accounting firms get outside funding.

Nicole is a strategic HR leader with demonstrated experience collaborating with all levels of leadership to drive successful People initiatives in dynamic and fast-paced environments. Known as an out-of-the-box thinker who offers creative and effective solutions to support an exceptional employee experience and drive high performing teams.

Her industry experience includes technology, wellness, consumer goods, entertainment, and aerospace & defense. Experienced with global organizations, both private and public, spanning start-up to established large firms. She is skilled in engaging complex, evolving, distributed, and diverse employee populations to achieve business results.

The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.

A&M is buoyed by an increasingly complicated environment that has prompted some of its larger peers to scale back from the market.

Hannah Bjornn is the Vice President of Product at Canopy Tax, Inc., where she leads product strategy and development for one of the accounting industry's most innovative SaaS platforms. With a career spanning both startups and established tech companies, Hannah has built a reputation for delivering customer-centric solutions that drive measurable impact and user delight.

Her leadership at Canopy reflects a deep commitment to solving real problems for accounting professionals—streamlining workflows, enhancing client collaboration, and simplifying complex tax resolution processes. Known for her strategic clarity and collaborative approach, Hannah blends technical insight with a strong understanding of market needs.

The payroll solutions provider rolled out a centralized dashboard to unify payroll management across multiple clients, plus a benefits advisor for accountants.

Sandy Fernandez is vice president for social impact at the Mastercard Center for Inclusive Growth, and head of Mastercard Strive USA.