Practice and client management

Leaders at some of accounting's most successful firms share their best advice for accountants.

The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.

And the Big Four continue to claim the majority of audit fees.

"Family-run" businesses are transitioning away from internal leaders into more of a "family-governed" holding company model, according to a new report.

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

Clients are beginning to assume that if technology can forecast trends, flag anomalies, and surface insights instantly, then their accountant should be doing the same.

Here's why a pirate ship is still a ship.

As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.

Melio, which Xero bought last year, will expand into expense management and open up its payment API, allowing anyone to access its payment capacities. They are also testing a client admin AI.

The 2026 Fastest-Growing Firms rely heavily on mergers and acquisitions — and they've worked hard to develop strong playbooks.

Plus, Acculink CPA announces free IRS Notice Decoder; AuditDashboard releases Collaborative Scheduling; and other accounting tech news and updates.

If the data belongs to the business owner, why is it so hard for them, and for the accountants who serve them, to actually get it?

The Financial Accounting Foundation named Hillary Salo as the next chair of the Financial Accounting Standards Board, starting July 1, 2027.

With all the challenges you face building your firm, isolation may be the toughest.

The team of attorneys and accountants' job is spotting when financial reporting crosses from aggressive into misleading.

Plus, TransFi launches Jarvis for cross-border payment compliance; PwC Canada joins with Alation to develop AI solutions; and other accounting tech news.

A scientist resigned from the World Resources Institute amid disagreement over how to tally forest carbon in accounting rules from Greenhouse Gas Protocol.