Year-end tax planning: 5 moves advisors should review with clients
From charitable gifts to opportunity zone gains, here are fourth-quarter tax moves advisors should address while keeping clients’ longer-term plans in mind.
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Larson Gross expands in Washington state
The Regional Leader acquired Blume Keeney, expanding its footprint in its home state, particularly in Snohomish county and the greater Puget Sound region.
Audit deficiency rates decreased last year
Audit deficiency rates decreased to 23% last year, down 15 points from 38% in 2024, according to a PCAOB report.
Caregiving slows path to partner
The 2026 Accounting MOVE Project found that 65% of firms have seen caregiving responsibilities influence career progressions during the past year, with mid-career professionals most affected.
IRS tries to crack down on noncompliant tax preparers
The Internal Revenue Service’s limited ability to regulate uncredentialed tax preparers is leading to misconduct and tax fraud, according to a new report.
Tech news: Tipalti touts AI agent to manage entire AP process
Plus, Paychex offers Paychex Tax Protection service; Empty Spaces launches with AI agents for month-end close, reconciliation and FP&A; and other accounting tech news.
Tax Fraud Blotter: Mother knows best
PTIN without permission; further the conspiracy; fictitious children; and other highlights of recent tax cases.
Supreme Court to hear case involving distilled spirit taxes
The high court has agreed to review a case involving an 1868 law that imposed taxes on distilled spirits while also banning home distilleries.
ISSB proposes nature-related disclosures
The International Sustainability Standards Board issued a set of proposals on nature-related disclosures in conjunction with a UN climate change conference.