KSM acquires Charter Capital Partners
Katz, Sapper & Miller, a Top 50 Firm based in Indianapolis, has added an investment banking practice by acquiring Charter Capital Partners in Grand Rapids, Michigan.
MyCPE One launches assessment solution with AI anti-cheating tech
Professional development platform MyCPE One announced the release of a new skills assessment platform with an AI-powered anti-cheating monitor.
In the blogs: Season’s questions
Pumping up energy credits; rental prop problems; the OBBBA and financial aid; and other highlights from our favorite tax bloggers.
CPA Crossings teams with IMA on CPE
Courses and certifications will include AI, RPA, cybersecurity, data analytics and visualization, financial planning and analysis, sustainability and leadership.
Ascend firms merge in GWO and AAB
Lucas Horsfall integrated Gettleson, Witzer & O’Connor of Encino, California. Wilson Lewis merged in Alexander, Almand & Bangs of Gainesville, Georgia.
IRS confirms ‘warrior dividend’ for military not taxable
The Internal Revenue Service and the Treasury said the payment of $1,776 for members of the military announced by President Trump last month would not be taxed.
Do you have customers … or prisoners?
The best firms don’t build walls to keep clients in — they build wells clients never want to leave. Here are three keys.
Tax Fraud Blotter: Hole in none
You can check out but you can never leave; job experience; and other highlights of recent tax cases.
Education Dept. delays seizing refunds for student loan debt
The U.S. Department of Education is delaying involuntary collections of student loan debt by garnishing wages and seizing tax refunds.
Marketer of the Year nominations open
The Association for Accounting Marketing is accepting nominations for its 2026 Marketer of the Year Award until Feb. 4.