Insight Digital Exclusives
3 Ways to Make the Most of Your Tax Refund
These tips can help you make a tax refund go further.
5 Tax Planning Moves to Make Due to the One Big Beautiful Bill Act
A higher SALT cap, no tax on tips and overtime, and a new $6,000 senior deduction reshape 2026 planning.
Multistate Tax Risks of Remote and Hybrid Work
With remote and hybrid work standard business practice, multistate tax obligations surface. CPAs who understand the complexities involved can help clients stay compliant.
What’s Really Behind AI Aversion in Auditing?
Experienced auditors don’t necessarily resist AI. Research says they resist how it makes them feel.
Time Is Ticking for Tax-Exempt Clients to Claim Clean Energy Tax Credits
Here’s what CPAs need to know to help tax-exempt entities claim federal tax credits for renewable energy investments before time runs out.
Inflation Reduction Act: Impacting Real Estate Tax Returns
The Inflation Reduction Act of 2022 brought substantial changes to Section 179D Energy-Efficient Commercial Building Tax Deduction, a flagship federal tax incentive. Here’s what to know for this tax season.
Build a Better Engagement Letter: Standard Terms and Conditions
When applied to an engagement letter, standard terms and conditions may better protect a CPA firm by eliminating inconsistencies and mitigating confusion with clients.
A CPA’s Basic Guide to SALT Requirements
State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax compliant, it’s important for CPAs to know the fundamentals, red flags, and where to look for additional guidance.
Smart Insurance Strategies for Small Accounting Firms
Having the right insurance has become essential for small accounting firms in today’s rapidly evolving landscape. Here’s what to consider when planning and selecting coverage.
3 Planning Tips for a Smooth Tax Season With Your Clients
Before the busy season rush, make sure to address these important tax updates with your clients.
Accept or Reject: How to Identify and Respond to High-Risk Clients
These four tips can help CPA firms keep troublesome clients away this busy season.
From Intrigue to Implementation: 3 Phases of AI Integration
This three-step approach can move your accounting team’s AI curiosity to action with real results.
Addressing Misconceptions About the Evolving CPA Licensure Requirements
Recent discussions around changes to CPA licensure have sparked questions and, in some cases, misconceptions. Here, executive leaders from six of the largest state CPA societies offer further clarity on the issue and dispel some myths about what comes next.
How to Build a Modern Due Diligence Framework for M&A Success
Today’s dynamic M&A landscape requires a due diligence framework that integrates advanced technologies, sharper analytics, and forward-looking insights.
What CPAs Should Know About the Growing Vacation Rental Landscape
CPAs who understand the complex tax and financial requirements of vacation rentals are best positioned to help a growing client base optimize their financial outcomes.
The Next-Gen Accounting Firm Runs on CAS and Automation
By embracing CAS and automation, and having them work together, firms can gain the power to transform.
