The Top 25 Firm acquired Trace Advisory in Ridgeland, Mississippi, expanding its ability to serve government entities and public-sector organizations.

The impact AI can have for small business financial management is no longer something we’re pointing to on the horizon. It’s here, and it’s already reshaping how small businesses and their advisors work every day.  Last month at Xerocon London, we introduced several AI innovations delivering automated workflows and actionable insights to 5 million customers around …

Xerocon Denver 2026: AI-powered workflows for small businesses and accountants Read More »

Managing a small business means keeping track of many moving parts. When payments, payroll or expenses sit across different systems, owners and their advisors often spend valuable time moving between tools and piecing together the full financial picture and keeping their books clean. At Xerocon US, we announced a series of capabilities designed to help …

Xerocon Denver: One AI-powered platform for accounting, payments & payroll Read More »

The Financial Accounting Foundation named Hillary Salo as the next chair of the Financial Accounting Standards Board, starting July 1, 2027.

With recent changes to tax law, non-grantor trusts have become attractive vehicles for gaining tax efficiencies, such as when making charitable contributions.

While only about 19% of small businesses offered a retirement plan in 2019, 31% now offer them in 2026.

Below the fold; AI hyperscalers; politically biased; and other highlights from our favorite tax bloggers.

Aprio, a Top 20 Firm based in Atlanta, is expanding its investment in artificial intelligence through its Aprio Ventures program.

The Treasury Department issued a notice of proposed rulemaking on implementing a section of the GENIUS Act on who can sell digital assets pegged to a fiat currency like the U.S. dollar.

Tech stacks may be leaking more information than firms realize due to terms and conditions that give vendors permission to access and use it how they see fit.