How AI assistants could send potential clients to another firm
Plenty of firms’ websites describe the services they provide in language that could belong to any practice in the country.
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IRS proposes rules limiting Obamacare tax credits
Proposed regulations restrict eligibility for Premium Tax Credits for health insurance to U.S. citizens, U.S. nationals and some lawfully present noncitizens.
CRI expands in Southwest Florida
The Top 25 Firm acquired Stroemer & Company, a firm based in Fort Myers, Florida, specializing in community associations.
In the blogs: Baby, you can drive my car
Cybersecurity Awareness Month; cross-functional team; durable power of attorney; and other highlights from our favorite tax bloggers.
IFAC debuts Client Classification Tool
The International Federation of Accountants introduced a Client Classification Tool for small and medium-sized accounting practices.
Whitman gives firms 12-month roadmap to growth
Whitman Advisory launched a system that helps firms grow by giving them a 12-month roadmap and a strategic advisor.
Group unveils nature metrics and indicators
The Nature Positive Initiative introduced the State of Nature Indicators and Metrics, a minimum set of indicators for measuring changes in the state of nature.
Larson Gross expands CAS abilities with ScaleUp acquisition
The Regional Firm acquired ScaleUp Financial Solutions, expanding its advisory and consulting capabilities.
CPA-only requirements on the wane
Only 24% of organizations maintain CPA-only requirements, while the rest are automating, broadening to nontraditional backgrounds or sourcing talent externally.
IAASB offers interactive digital technology catalog
The International Auditing and Assurance Standards Board introduced an interactive digital version of its Technology Catalog for its stakeholders.