Tax Planning & Deadlines · Nov 10, 2026
Year-End Tax Planning for Business Clients: The Firm Playbook
A firm playbook for year-end tax planning for business clients: depreciation, PTET, accruals, and the moves that require year-end action.
Blog & News
Read · 9 min
AI Adoption
Accounting and Artificial Intelligence: What to Delegate, What to Review, What to Keep
A task-by-task framework for accounting and artificial intelligence: what AI can draft, what a reviewer must verify, and what stays with the professional.
Nov 5, 2026 · 13 min read
Practice Management
CAS Pricing and Engagement Classification Under SSARS 27
CAS pricing models compared, what the 2024 benchmark data shows, and how SSARS 27 changes engagement classification for advisory work.
Nov 3, 2026 · 6 min read
Firm Operations
Running a CAS Practice: Staffing, Cadence and Technology
How to staff and run a CAS practice: team structure, the monthly operating cadence, and the technology and AI stack that keep the close on time.
Oct 29, 2026 · 7 min read
Practice Management
What Is a CAS Firm? Client Advisory Services Explained
What a CAS firm does, how client advisory services are scoped, and where the service line starts and stops. Written by a practicing CPA.
Oct 27, 2026 · 8 min read
IRS Forms & Reporting
Capital Loss Carryback for Corporations: Rules, Form 1139, and Deadlines
How the capital loss carryback for corporations works: 3 years back, 5 forward, the no-NOL limit, and whether to file Form 1139 or Form 1120-X.
Oct 7, 2026 · 19 min read
Tax Planning & Deadlines
2026 Section 179 Limits: A Practitioner's Guide
2026 Section 179 limits: $2,560,000 maximum, $4,090,000 phase-out and $32,000 SUV cap, with IRS citations and a worked example.
Sep 22, 2026 · 17 min read
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