IRS & Regulation
Oct 27, 2026
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3 min read
A four-form process pushes retirement transfers online, but it is optional and advisers want a firm end date for paper.
Practice Management
The 35-year Deloitte veteran will lead the public-company audit group's work with regulators, investors, and audit committees.
The former board member spent a decade pushing audit oversight toward investors, transparency, and accountability.
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Tax
The new package includes client intake, ProConnect and Lacerte integrations, and a named support specialist without an enterprise contract.
A 30% workforce drop and 20% budget cut are colliding with old technology, identity-theft delays, data risks, and a $696 billion tax gap.
Oct 26, 2026
Recruiting & Retention
A new study will ask current and former finance professionals how life outside work changes burnout, advancement, and the decision to leave.
Firm Growth
Blume Keeney joins the $32.3 million Washington firm just weeks after another advisory acquisition.
Oct 24, 2026
Flexible schedules may keep experienced accountants employed, but only 24% of surveyed firms have a formal alternative path to partner.
Oct 23, 2026