As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

Accounting firms rely on their clients for revenue. In a similar respect, clients rely on these firms for their services. While the relationship is mainly transactional, it's not always easy to manage ...

Partnerships between CPAs and RIAs are on the rise, but care must be taken to avoid actual or perceived improprieties when considering compensation.

Please note: This item is from our archives and was published in 2020. It is provided for historical reference. The content may be out of date and links may no longer function. With the advent of new ...

Harsh Patel is the CEO & Founder of Water and Shark. He writes about Leadership, Global Expansion & Insights on Business across the globe. In the ever-evolving landscape of finance and law, artificial ...

What does working with a CPA actually involve, and why does it matter beyond tax season? That's the central question answered in a HelloNation article featuring certified public accountants Yvette ...

The OBBBA reshaped several baseline assumptions for 2026 planning around state and local tax, above-the-line deductions and updated inflation adjustments.

Please note: This item is from our archives and was published in 2019. It is provided for historical reference. The content may be out of date and links may no longer function. Clients who feel an ...

A sound accounting firm growth strategy doesn’t just chase new clients. It builds lasting relationships and evolves with the ...

Nearly half of CPA financial planners report seeing a client with dementia for the first time ever in the past year, but only 17% of planners say they have created plans for dealing with client ...

As Making Tax Digital for Income Tax (MTD IT) approaches, many clients seek clarity rather than lots of detail. TaxNav's short, plain-English guide and ...