4 steps to successfully integrate AI into your operations
To begin your AI journey, here is a four-step plan that firms can use to transition from experimentation to execution, in a safe, practical manner.

NY announces $268B budget deal including second-home tax
Governor Kathy Hochul and state lawmakers settled on a pied-à-terre levy aimed at high earners who don't call the city home.

KLR adds Restaurant Accounting Solutions
The Top 100 Firm acquired Massachusetts-based Restaurant Accounting Solutions, strengthening its expertise in the restaurant industry.

PCAOB posts project updates
The Public Company Accounting Oversight Board posted updates to its projects as it waits for public comments on its 2026-2030 strategic priorities.

Aprio enters cannabis industry
The deal adds to Aprio Legal's Arizona footprint and marks the firm's entry into the cannabis industry.

IRS plans settlements in conservation easement cases
The Internal Revenue Service plans to offer settlements in syndicated conservation easement cases, but only for a limited time, as it unveils an updated website.

Deadline extended for Top Firms by AUM submissions
The survey window for our "Wealth Magnets" annual ranking of the top CPA financial planners by assets under management has been extended until Friday, May 8.

Boomer launches tax, audit communities
Boomer Consulting launched a Tax Leader Circle and Audit Leader Circle.

Plante Moran expands into Mexico
Plante Moran will expand into Mexico as JA Del Río joins the firm, effective July 1.

Curiosity, the most important skill for accountants in the age of AI
From doer to reviewer, the future of accounting isn't about knowing the answer. It's about knowing when the answer might be wrong.