Pathways to Growth: Are you in shape to innovate?

It’s time for firms to power up for growth.


CPA.com announces 2019 Innovative Practitioner Award recipient

Javier Goldin, an early proponent of virtual CFO and controller services, was honored for his innovation in the public accounting space.


IRS confirms tax break for large gifts

Final regulations confirm that individuals who take advantage of the increased gift and estate tax exclusion amounts that are in effect from 2018 to 2025 under the Tax Cuts and Jobs Act won’t be adversely affected after 2025.


Canopy Tax cancels brand-new Tax Prep product, offers full refunds

This week, the company abruptly shut down the product and told customers it will no longer support Tax Prep for the 2019 tax season.


QuickBooks Online Advanced advances with revenue dashboard, workflow management and more

Teased at this year’s QuickBooks Connect conference in San Jose, Intuit has now released new artificial intelligence-enabled tools for QuickBooks Online Advanced, Intuit’s offering for more complex and growing small and mid-sized businesses.


You only get one chance to make a first impression

It all starts with the client onboarding process.


SurePrep receives ‘significant’ first institutional investment

The tax automation software provider will use funding from Bregal Sagemount to enhance its products including 1040Scan and TaxCaddy.


Dixon Hughes Goodman merges in RyanSharkey

DHG is expanding in the Washington, D.C., area with its latest M&A deal.


Firms on the move: Baker Tilly forges two software partnerships

Blumshapiro announces its foundation donated $55,000 to nonprofits this year; NJCPA opens online job board; and more CPA news.


People on the move: Warren Averett names new Atlanta office MP

Prager Metis promotes two to principal; Jody Padar launches TheRadicalCPA.com; and more personnel news.