Commercial banking

Whitman Transition Advisors and Truvestments are launching a Bitcoin fund, called Truvestment Bitcoin Legacy Fund, where CPA firm's high-net-worth clients can buy in early.

EisnerAmper adds 31 partners; CohnReznick opens new San Francisco office; and more news from across the profession.

Plus, Ramp launches AI agents for AP; Crowe rolls out AI studio; and other accounting technology news.

There are literally hundreds of accounting software providers. How does a firm leader effectively vet their vendors?

Having an essentials-only technology footprint doesn't mean you can't leverage it strategically.

What kind of solutions exactly are necessary to run a firm? Not a great firm or a respected firm or a growing firm but a purely functional one that won't collapse in on itself in the first month.

Just forgot; no trust at all; Exterior design; and other highlights of recent tax cases.

Rev. Proc. 2025-32 from the Internal Revenue Service detailed a number of changes, including a rise in the standard deduction to $32,200 for married couples filing jointly.

Plus, on-demand pay in QuickBooks Payroll, why your next employee may come from TikTok, and seven other technology developments in the past month that you may have missed.

The former long-time head of the American Institute of CPAs has been named chair of the global accounting network.

Chana R. Schoenberger is the editor-in-chief of American Banker. Previously, she was the editor-in-chief of Financial Planning after joining Arizent in 2020. 

In her prior role, she was the managing editor for U.S. wealth management at J.P. Morgan. Before that, she was a columnist and freelance journalist, and previously worked at Bloomberg News, Dow Jones/The Wall Street Journal, and Forbes. A graduate of Harvard College, she received her master's degree as part of Columbia Journalism School's Knight-Bagehot Fellowship in Economic and Business Journalism. She is now based in New York City after stints in Tokyo and Canada.

Follow her on X at @cschoenberger.

Holly Sraeel is Founder of The Most Powerful Women in Banking and SVP of Strategy and Content, American Banker Live Media, leading content creation and innovation for the events and live media portfolio and introducing new multimedia and invitation-only experiences for senior executives that drive critical conversations and action around corporate strategy, innovation and financial performance. She is part of the company's operational leadership team and is focused on developing cross-platform programming that creates higher levels of engagement for subscribers, community participants and partners across the company's brands, including American Banker, The Bond Buyer, National Mortgage News, Accounting Today, Digital Insurance, Financial Planning and Employee Benefits News.

Sraeel is an award-winning editorial director, media executive and content strategist with expertise in developing influential content, communities, and events for C-level executives in the banking and financial services, insurance, and technology industries. Prior to joining Arizent, she held several content leadership and strategist roles, including for B2B media consultancy New York Ventures, capital markets management consultancy Opimas, Oxford University-incubated startup Wise Responder, and as cofounder of Genesys Partners' Agility First Forum.

This new role marks a return to the company for Sraeel. In her previous 12-year run, she was a member of the executive team and was pivotal in driving new cross-platform editorial, events and business innovation as SVP of Brand Management; Group Editorial Director of Banking and Technology magazines; and Founder, President and Editorial Director of The Most Powerful Women in Banking,™ the company's first-ever, community-based media platform, now part of Arizent's flagship American Banker.

Sraeel is an early honors graduate of Marist College with a Bachelor of Arts degree in Communications and a concentration in journalism.

Family-office-backed accounting firm platform Elevate announced its acquisition of San Mateo, California-based Gilmore Advisors, which was effective Sept. 1.

Chicago-based CPA firm DSWD received an investment from 119th Street Capital, a family office based in Indiana that invests in privately owned financial service firms.

Teaching accounting to undergrads may be more rewarding — and easier — than you think.

The Internal Revenue Service is taking steps to make sure taxpayers and tax preparers can reflect OBBBA changes in 2025 tax returns.

Andrew Larsen is a Director at Simon-Kucher within the insurance practice, with expertise in growth strategy, operating model design, and digital transformation.
He has led large-scale initiatives across financial services, insurance, and brokerage, delivering measurable impact in revenue growth, cost optimization, and AI-driven innovation.
His experience spans advising Fortune 500 companies, private equity portfolio firms, and emerging tech players on go-to-market strategy, operating model redesign, and AI.