Practice management

The accounting sector is poised to undergo its greatest reshuffling in generations.

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.

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

Thomson Reuters debuted two agentic AI offerings that are aimed at improving tax and advisory workflows: Ready to Advise and Ready to Review.

The Big Four firm has acquired certain assets of boutique firm Trust Processing Solutions, based in Cincinnati.

Don't risk everything you've built for a short-term saving on a template. In today's world, that's the difference between surviving and thriving.

The VeritShield service offering is designed to help firms actively build and maintain a Written Information Security Program as required by the IRS.

The Senate passed a bipartisan bill that would provide tax-filing relief for taxpayers in states that have issued state-level disaster declarations, sending the bill to President Trump for his signature.

Wiss hosts third annual summer financial literacy program; Schneider Downs adds five shareholders; and more news from across the profession.