Practice management

A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.

The Top 20 Firm acquired Southwest Regional Leader Calvetti Ferguson, expanding its footprint in Texas and in Nashville, Tennessee.

Due to high interest, Accounting Today is extending the deadline of its annual VAR 100 survey by one week until the end of the day on Friday, June 5.

Anthony Sciarra, a tax leader at PricewaterhouseCoopers, is joining Armanino's tax practice as the San Ramon, California-based firm continues to grow.

CaronBletzer, a New Hampshire-based CPA firm that specializes in employee benefit plan audits, announced a new practice management platform called Atlura.

Accountants don't have to wait for a major catastrophe to act on governance and oversight of AI as the systems become more enmeshed in workflows and decisions.

"Will AI automate bookkeeping?" is now settled. Yes, it will. In many firms, it already has. And for the firms that haven't adopted it yet, their clients are starting to. The more useful question is what happens after.

Plus, Eide Bailly names a slate of managing directors; Baker Tilly principal to head AICPA Tax Executive Committee; PrimeGlobal reports double-digit growth in member revenue; and other news from across the profession.

Plus, Auditoria.AI announces Governed Autonomy operating framework; HubSync rolls out HubSync Halo; and other accounting tech updates.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

Between the current state of cybersecurity challenges and a growing number of AI threats, accounting firms are transitioning to SOC as a Service.

Top 25 Firm Ascend has acquired Ohio-based Regional Leader William Vaughan Company.

While leaders express confidence in their own data to fuel their AI initiatives, they have also experienced material financial losses due to poor data governance, but this has not blunted efforts to implement AI.

Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.

Centri Business Consulting plans to use a $20 million credit facility from Citizens Financial Group for acquisitions and talent.

AI governance is awaiting its Ferdinand Pecora, counsel to the Senate Banking Committee in the 1930s, who built the evidentiary foundation for every protector system that followed.

Jim Bourke of Withum lays out why CAS is a crucial foundation for highly profitable advisory services.

The last day to sign up to participate in the 2026 Best Firms to Work For is Friday, May 29.

As the only publicly traded firm with a meaningful operating history, the CBIZ story merits honest assessment.

Plus, GASB looks for a new board member; CohnReznick launches a public finance and sustainability practice; Tommye Barie gets the AICPA Gold Medal Award of Distinction; and other firm and personnel news.