Commercial banking

Elliott Parker is the CEO of Alloy Partners.

Plus, the agentic future of customer service and support; CEOs have mixed results with AI and cybersecurity; and upgrades to Microsoft Teams.

The Queens assemblyman brushed off concerns about higher taxes by saying wealthy New Yorkers would stay put regardless.

Windsor Path, a family office-backed platform for accounting firms, acquired WFFA Advisors, the non-attest business of Wagner, Fiber, Fine and Ackerman in New York City.

OBBBA and gambling; a billing lesson from bookkeeping; BOI 2.0; and other highlights from our favorite tax bloggers.

Mark Lenhard is CEO of Zepz, which provides global payments platforms.

Public Company Accounting Oversight Board chair Erica Williams is departing on July 22, after being pushed out by the new SEC chairman after her agency narrowly avoided an effort to eliminate it.

A major merger between two billion-dollar firms put CBIZ at the top of the list for new Securities and Exchange Commission Engagements.

Many of the provisions of the OBBBA benefit businesses, but colleges and universities will take a hit, as will companies in renewable energy.

Deloitte said its auditors will now have enhanced agentic AI capacities within Omnia, the firm's global cloud-based audit and assurance platform.