News
Tax Status Launches New Capability That Turns Tax Records Into Planning Opportunities
25+ min ago (322+ words) Tax Status, a provider of IRS-sourced financial data for financial advisors and CPAs, has unveiled Planning Observations, a new capability that automatically identifies advisory opportunities and advice gaps from a client's own tax records. Planning Observations transforms raw IRS data…...
The 30-Million-Client Problem Hiding in Your Schedule C Stack
2+ hour, 7+ min ago (518+ words) Nearly 30 million Americans file a Schedule C, according to IRS Statistics of Income data. They are the freelance designers, the rideshare drivers, the Etsy sellers, the consultants who went out on their own last year. They are the largest segment…...
AI Giants May Soon Enter Your Retirement Portfolio. Should You Worry?
2+ hour, 24+ min ago (1588+ words) Home > Artificial Intelligence The expected IPOs of Open AI and Anthropic could give retirement savers a stake in the AI boom'and expose them to trillion-dollar risk. If artificial intelligence companies Open AI and'Anthropic'go public at eye-popping valuations in coming months,…...
Column: Want to Work From Home? Make Sure Your Boss Isn't a Narcissist
3+ hour, 47+ min ago (356+ words) Home > Firm Management Firm Management|June 30, 2026 A newly released research paper finds that a boss" objection to working from home is more likely to be driven by ego and a thirst for control and status than it is anything else....
AI for Accounts Payable: The Everyday Problems It Solves
22+ hour, 39+ min ago (1288+ words) Home > Financial Reporting A client comes to you complaining that their AP process is painstaking. Invoices are taking too long to approve, staff are spending hours entering data, and month-end always seems to uncover a few surprises. Ideally, you could…...
Supreme Court Rules Trump May Fire Heads of Independent Agencies, But Not the Federal Reserve
22+ hour, 44+ min ago (1017+ words) Home > General News General News|June 29, 2026 By David G. Savage Los Angeles Times(TNS) WASHINGTON " The Supreme Court on Monday gave President Donald Trump new power to fire the heads of most independent agencies created by Congress"but not the Federal…...
Stacey Schabel Named Global Board Chair of the Institute of Internal Auditors
1+ day, 1+ hour ago (469+ words) As the gap between strategic risks and traditional audit focuses widens, the onus is on us as practitioners to adapt our skills, methodologies, and mindsets," she said. The Institute of Internal Auditors'announced last week that'Stacey Schabel will serve as chair…...
Black Line Expands Agentic Financial Operations Platform
1+ day, 1+ hour ago (346+ words) Home > Financial Reporting To safely integrate AI into core operations, CFOs must solve for deep operational context, continuous governance, and auditor trust. Black Line, Inc. has added new governance and observability capabilities within its Agentic Financial Operations Platform, further advancing…...
Expanded CCH Axcess Expert AI to Deliver AI-Powered Scan and K-1 Automation
1+ day, 2+ hour ago (116+ words) Early users are seeing efficiency gains of 30 to 70 percent across document-intensive workflows. Tags: Artificial Intelligence, artificial intelligence and taxes, axcess, cch, data entry, ocr, scan, tax prep, Wolters Kluwer To safely integrate AI into core operations, CFOs must solve for…...
Onset of Mandatory Sustainability Requirements Begins to Impact Global Reporting, Study by IFAC, AICPA and CIMA Finds
1+ day, 1+ hour ago (322+ words) Home > Accounting Standards "The global reporting ecosystem is transitioning from a fragmented landscape toward one that is increasingly structured, standardized, and integrated," the report summarizes. "However, this transition is not yet complete and may continue to be challenged by shifting…...