Investment strategies and portfolio management
The IRS claims its latest settlement initiative presents significant advantages for taxpayers, but does this situation feel all too familiar?
Auditoria now offers SmartResearch improvements and AP Vendor Watch, enhancing operational efficiency in accounts payable and finance intelligence.
ADP's SmartCompliance platform now consolidates worker and company data from HR, IT, and finance into a unified system, according to the company based in Roseland, NJ.
Research indicates an increasing disparity between heightened productivity demands and the actual employee experience, highlighting emerging financial concerns within the workforce.
The connector focuses on key financial metrics crucial for firm performance, including work-in-progress, realization rates, write-ups and write-downs, overdue invoices, and client profitability analysis.
High temperatures in retail stores during peak shopping times can lead to customer dissatisfaction and lost sales. Implementing strategic maintenance practices ensures optimal conditions, directly impacting customer experience and operational efficiency.
Employee retention is significantly influenced by the initial onboarding experience. The first few weeks of employment shape perceptions about the role and workplace culture, ultimately impacting long-term commitment and performance.
Homeownership provides a chance for tailored living spaces, and strategic renovations can significantly increase your property equity. Focusing on key upgrades can lead to greater returns when selling your home.
The 20th Annual Audit Conference at Baruch College on November 20, 2025, highlighted the theme "Ensuring Integrity," bringing together industry stakeholders, including regulators, auditors, and financial preparers to discuss the importance of maintaining trust and accuracy in financial reporting.
Over the past decade, fintech companies have transformed the banking landscape through mobile apps, digital wallets, automated investing, and payment APIs, reshaping how consumers interact with financial services and driving greater brand visibility in a competitive digital market.
While AI automates routine reporting, a CPA's true value lies in translating financial data into strategic risk and liquidity management.
Stronger corporate performance is more closely associated with intentional AI deployment across customer, product and decision-making use cases, rather than the amount of spending.
The AICPA urges final regulations to define the term "available," which is currently unclear when determining if lower-priority individuals can open an account.
CFOs must stop treating AI as a collection of tools and use cases as they develop systems that allow AI to be productive at scale.
In 2026, numerous investors are likely to seek strategies for managing capital gains, primarily due to Qualified Opportunity Funds that postponed the realization of their capital.
Tax experts advise dealers registered for sales tax to exercise caution when claiming Input Tax Credits (ITCs).
New advisors encounter high expectations, inadequate succession strategies, and other challenges that hinder recruitment in the financial advisory sector.
These small, repeatable touchpoints are how strengthening client relationships turns into long-term resilience and growth.
Despite expectations for a slower pace, CPAs are experiencing high levels of burnout during the summer months, highlighting a significant issue in the profession.
This report examines the five most significant company announcements and the market's reactions through Thursday’s close, highlighting how changing narratives influence pricing dynamics.