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Client CommunicationClient Communication
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Audit Confirmations Are Getting A 2028 Rewrite

Audit Confirmations Are Getting A 2028 Rewrite

A new audit standard gives firms time, but the messy part is already hiding in cash confirmations, third-party platforms, and client evidence trails.

Emily Asher
IRS & RegulationIRS & Regulation
The IRS Just Added A New Trap For Nonprofit Networks

The IRS Just Added A New Trap For Nonprofit Networks

A quiet form change could turn into a messy exemption problem for nonprofit networks with local chapters.

Larry Olson
TechnologyTechnology
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AI Just Walked Into The Audit Committee Meeting

AI Just Walked Into The Audit Committee Meeting

AI is moving into public company finance work faster than the review file is catching up.

Hannah Olsen
Recruiting & RetentionRecruiting & Retention
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Missouri Just Opened A New Door To The CPA License

Missouri Just Opened A New Door To The CPA License

A new state licensure path may help firms recruit earlier, but it will not fix the pipeline unless firms change how they train and keep candidates.

Larry Olson
Main Street found AINow it has to figure out how to manage it.

Main Street found AINow it has to figure out how to manage it.

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Small Businesses Are Using AI Before Anyone Trained Them

Small Businesses Are Using AI Before Anyone Trained Them

Clients are adopting AI faster than they are learning how to control it, and that turns a software trend into a CPA advisory problem.Small business AI is no longer a curiosity project. It is sitting inside client work, customer messages, cash flow decisions, and data workflows before most owners have written the rules.

Emily Asher
CPA Firm Buyers Are Paying For A Number. Sellers May Be Guessing At It

CPA Firm Buyers Are Paying For A Number. Sellers May Be Guessing At It

The accounting firm M&A market keeps talking about multiples, but the real money fight starts before the multiple even shows up.

Hannah Olsen
IRS just killed a rich guy tax trick

IRS just killed a rich guy tax trick

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AI Quotas Are Teaching Staff To Fake Progress. CPA Firms May Pay For It

AI Quotas Are Teaching Staff To Fake Progress. CPA Firms May Pay For It

The next AI problem for accounting firms is not getting people to try the tools. It is proving the work got better after they did.

Larry Olson
CPA Firms Are Building Their Own AI Apps. Now Someone Has To Own The Mess

CPA Firms Are Building Their Own AI Apps. Now Someone Has To Own The Mess

The cheap part is getting a custom tool to work once. The expensive part is making sure it still works when the firm depends on it.

Larry Olson
Ascend Bought A $59.6M Regional Firm. Now The PE Roll-Up Gets Harder

Ascend Bought A $59.6M Regional Firm. Now The PE Roll-Up Gets Harder

Private equity-backed accounting platforms are getting bigger targets, and the promise is starting to sound harder to deliver.

Larry Olson
The IRS Just Blacklisted a Popular Trust Strategy. Most Advisors Have No Idea.

The IRS Just Blacklisted a Popular Trust Strategy. Most Advisors Have No Idea.

A niche estate-planning move just became a disclosure problem with real penalties attached.

Emily Asher