Webcast
IRS Issues Its Introductory Guidelines on Responsible AI Use
By: The IRS OPR’s first guidance on responsible AI use dropped. Circular 230 duties apply when you hand part of your work to a machine.
What is Forensic Accounting?
What is forensic accounting? Who are these financial detectives using accounting, auditing, and investigative skill to solve financial mysteries?
What Is Cost Accounting? A Guide for Tax Pros
What is cost accounting? A tax pro’s guide to its methods, how it differs from financial accounting, and where it meets tax.
Triage Your Client List Before the July 10, 2026 Kwong Deadline
By: The July 10, 2026 Kwong deadline is closing. Learn how to triage your client list and decide who should file a protective Form 843 refund claim.
SEO for Accountants: A Beginner’s Guide
A beginner’s guide to SEO for accountants. Claim your Google profile, build service pages, and answer client questions to attract new business online.
AI in Accounting: Where It Helps, Hurts, and How to Use It
AI is reshaping accounting. Learn where it saves time, where it creates risk, and how to use it safely with the right policy and training.
Cybersecurity for Accounting Firms: What the FTC Safeguards Rule Requires
Is your tax practice FTC Safeguards Rule compliant? Discover the 8 required safeguards, WISP guidance, and steps to protect sensitive client information.
How to Get New Clients for Your Accounting Firm: Insider Strategies to Win More Business
Surefire strategies on how to get more accounting clients, from search engine optimization and social media marketing to networking tips and more.
How to Become a CFO: A Roadmap for CPAs
Wondering how to become a CFO? Here’s the typical career arc, the realistic timeline, and the strategic and financial skills CPAs should start developing now.
Nonprofit Accounting Basics: What Makes 501(c)(3) Engagements Different
Understand the basics of nonprofit accounting with this essential overview before taking on a 501(c)(3) client.
How to Avoid Probate: 10 Tools For Tax Professionals
A practitioner’s framework on the 10 most common probate-avoidance tools like revocable trusts, TOD deeds, beneficiary designations.
AI in Accounts Payable: How AI Can Help CPAs and Controllers
AI now reads invoices, codes them, and routes approvals — but the controls, judgment, and audit trail still land on the accountant’s desk.
Real Estate Accounting: A Practical Guide to Expanding Your Practice
A working-level guide to real estate accounting, covering client segments, ASC standards, tax structure, and how to launch the service line.
The Tax Professional’s 5-Step Guide to Succession Planning
Five practical steps tax professionals can use to guide clients through succession planning
Six Tips for Guiding Parents through Financial Planning for College
Five essential tips for financial planning professionals to help guide parents through financial planning for their children’s college.
IRS Restarts Targeted Letter Rulings for Corporate Taxpayers Under Rev. Proc. 2026-21
The IRS has reinstated targeted “significant issue” letter rulings for corporate reorganizations under new Rev. Proc. 2026-21.
How to Start Your Own Accounting Firm
Thinking about starting your own accounting firm? Here’s an overview of what you need to know to get started.
IRS Opens New Door for Taxpayers Racing the Clock on Denied ERC Claims
A new IRS process gives eligible ERC claimants a faster way to request more time on denied claims before their two-year deadline runs out.
Tax Prep for Gig Economy Clients After the OBBBA
The OBBBA reshaped everything for gig workers. Here’s what CPAs need to know to prepare their gig economy clients for the new tax landscape.
IRS Launches Centralized Fraud Reporting Hub
By: The IRS launched a centralized fraud reporting hub with four reporting categories. Guide your clients to the right one.