IRS rules free life insurance exchanges from tax traps
Final regulations on Section 1035 insurance exchanges eliminate problems from earlier regulations that affected corporate reorganizations and death benefits.

How CFOs can navigate a growing power mandate
Energy isn't simply a bill to be paid. It's a category that needs to be managed with the same discipline as any other major financial exposure.

Tech News: Puzzle announces AI Suite for month-end close
Puzzle announces AI Suite for month-end close; MyCPE One announces CPE Wallet for automating CPE management; Sam's List rolls out Concierge Launch; and other accounting tech news and updates.

On the move: PwC sponsors Texas cricket
Plus, new partners at Plante Moran and Schneider Downs, a new CFO at EisnerAmper; and other firm and personnel news from across the profession.

What accountants should know before trusting AI proof-of-cash
The firms that benefit most are not treating AI as a replacement for the accountant's judgment. They are treating it as infrastructure: the parts that should have been automated years ago finally being automated.

Tax Fraud Blotter: Any port in a storm
Using his personhood; SNAP redemptions; Ponzi-like payments; and other highlights of recent tax cases.

Jersey City shadowed by tax hike
After decades of drawing in tens of thousands of new residents, Jersey City has suddenly found itself teetering on the financial brink.

Firms balance independence vs. private equity funding
Accounting firms have been fielding offers from a growing number of private equity investors as PE money continues to pour into the accounting sector.

Opportunity zones just became permanent
If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.

Smolin Lupin acquires Vitolo
Smolin, Lupin & Co. acquired Vitolo & Associates, expanding its advisory and accounting capabilities and growing its presence in New Jersey.