News & Updates

How firms can embed explainable, expert‑reviewed AI into tax, audit, and advisory work — without accelerating risk.

Martin brings a relationship-centered perspective to a year when the CPA profession is navigating rapid change, from workforce development to technology and shifting client needs.

Interested in selling? The process you’ve chosen creates the strongest possible market for your firm. The end goal is to maximize your net proceeds. Once you look at the transaction through that lens, the economics become much clearer.

Burned-out colleagues may be drained, cynical, depressed, or exhibit some other trait entirely. Here's what to watch out for and how to help.

Download this ebook to unpack everything you need to know about the CPA Exam in 2026. Get your copy and make a personalized plan to confidently begin your prep.

In this downloadable guide, discover how a top 20 CPA firm transformed assurance with SuraLink.

Download this guide to discover how to eliminate costly manual processes, reduce risk, and scale your firm’s fixed asset management with a modern system built for today’s tax landscape.

On Aug. 6, 2026, the Internal Revenue Service announced new and expanded features for Business Tax Account (BTA) users, giving eligible businesses and organizations more ways to view digital notices, make payments, and access and manage federal tax account information online.

As technology, regulation and client expectations evolve, intellectual curiosity helps accountants solve new problems, adapt faster and build long-term career resilience.

From not having an AI policy or not sharing it with employees to incomplete or ambiguous accountability structures, there are basic mistakes business leaders should avoid.

Stay interviews' are a proactive approach that addresses potential problems before they escalate into reasons for departure.

The most successful job candidates ask about the problem the company is trying to solve by hiring for this position.

The CPA exam is hard. There’s no way around it, but hard doesn’t mean impossible.

Accounting firms are investing heavily in AI as a way to manage ongoing talent shortages. Automation is helping reduce pressure on teams, speed up routine work, and improve efficiency across compliance and advisory. But there’s a risk in how the conversation is evolving.

When emotional intelligence and psychological safety work together, they create stronger organizations, improve decision-making and reduce organizational risk.

In November of 2025, Oak Hill, a 1,200-acre property housing the Loudoun home of President James Monroe, was donated in a part-sale/part-gift to The Conservation Fund. Prior to the transfer, the property was held privately by the same family for seven decades.

Retirement accounts are attractive targets for cybercriminals. These five simple habits can dramatically reduce your risk.

Virginia's newly enacted biennial budget brings a mix of permanent tax relief, targeted new deductions, and structural changes that practitioners should build into client planning now.

Clients frequently turn to trusted advisers for guidance during difficult moments, and accountants can play a critical role in helping individuals and businesses recognize fraud red flags and avoid becoming victims.

Most AI tools available to firms today are sophisticated question-answerers: you ask, they respond, and the work of applying that answer is still yours.