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CPA Practice Advisor

@cpapracticeadvisor.bsky.social
114 followers 53 following 5.7K posts

CPA Practice Advisor is a technology and practice management resource for accounting and tax professionals. Founded in 1991, CPAPA offers news, articles, podcasts, videos, CPE webcasts and other digital and print resources for professionals.

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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 39m
Before your client signs the next subscription, there's a higher-value conversation to have — and a higher-value service to sell- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Before the Next Software Purchase: Help Clients Fix Invoice Approvals and AP/AR Workflows First
Before your client signs the next subscription, there's a higher-value conversation to have — and a higher-value service to sell.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 13h
Fewer than 9,000 New York City homeowners will be subject to the pied-à-terre surcharge on pricey second homes- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Fewer Than 9,000 Homeowners to Pay NYC Pied-à-Terre Tax
Fewer than 9,000 New York City homeowners will be subject to the pied-à-terre surcharge on pricey second homes as the city continues to sift through applications for exemption from the tax, City Hall numbers show.
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 13h
Apideck connects the joint bank and TreasurUp capabilities to the full portfolio of accounting and ERP systems.- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
TreasurUp and Apideck Partner to Accelerate ERP-Embedded Banking for Business Banks
Apideck connects the joint bank and TreasurUp capabilities to the full portfolio of accounting and ERP systems.
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14h
Proposed rules are aimed at ensuring that taxpayer-funded healthcare subsidies go only to Americans who qualify under federal law- #irs #taxtwitter #taxes- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Treasury, IRS Propose Rules to Hinder Premium Tax Credit Fraud
Proposed rules issued by the Treasury Department and the IRS on Wednesday are aimed at ensuring that taxpayer-funded healthcare subsidies go only to Americans who qualify under federal law.
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14h
Carr, Riggs & Ingram has expanded its presence in Southwest Florida by acquiring Stroemer & Co., a Fort Myers-based CPA firm- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
CRI Adds Stroemer & Co. in Florida
Top 25 accounting firm Carr, Riggs & Ingram has expanded its presence in Southwest Florida by acquiring Stroemer & Co., a Fort Myers-based CPA firm specializing in accounting, audit, and tax services for community associations.
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 15h
Write MCP is built on Digits’ new Locked Periods, so agents can do real accounting work while the books a firm has already closed stay protected- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Digits Launches Write MCP, the Safe Way for AI Agents to do Accounting
Write MCP is built on Digits’ new Locked Periods, so agents can do real accounting work while the books a firm has already closed stay protected.
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 16h
California Gov. Newsom just got behind a ballot initiative that, if passed, would act as a kill switch for Proposition 40, also known as the billionaire wealth tax- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Newsom Backs Measure to Make Future Wealth Taxes More Difficult
California Gov. Gavin Newsom just got behind a ballot initiative that, if passed, would act as a kill switch for Proposition 40, also known as the billionaire wealth tax.
010
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 16h
CohnReznick is acquiring Aldrich CPAs + Advisors and Aldrich Wealth, in a deal expected to close in mid-December- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
CohnReznick Acquires Top 100 Accounting Firm Aldrich
Top 15 accounting firm CohnReznick said Tuesday it's acquiring the Aldrich group of companies, which includes INSIDE Public Accounting top 100 firm Aldrich CPAs + Advisors and Aldrich Wealth, in a deal expected to close in mid-December.
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 17h
You can hand off tasks — and purchases — to AI. But if something goes wrong, legal protections are murky- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Can You Get Your Money Back If an AI Agent Makes a Financial Mistake?
You can hand off tasks — and purchases — to AI. But if something goes wrong, legal protections are murky.
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 17h
AICPA says the IRS should modify Form 8050 and related instructions to state that the exempt organizations are exempt from including it- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
AICPA Gives Feedback on Implementation of Executive Order on Exempt Organization Tax Returns
AICPA says the IRS should modify Form 8050 and related instructions to state that the exempt organizations are exempt from including it.
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 18h
Before your client signs the next subscription, there's a higher-value conversation to have — and a higher-value service to sell- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Before the Next Software Purchase: Help Clients Fix Invoice Approvals and AP/AR Workflows First
Before your client signs the next subscription, there's a higher-value conversation to have — and a higher-value service to sell.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 19h
More than 56 million retirees and their dependents receive Social Security benefits. The average monthly benefit for retired workers is $2,084.- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Social Security Makes Rare Payment Change in November
More than 56 million retirees and their dependents receive Social Security benefits. The average monthly benefit for retired workers is $2,084.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 20h
Built to grow with startups, QuickStart works with the AI tools founders already use and provides a natural path to NetSuite as their businesses scale- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
NetSuite Launches Free, AI-First Financial Platform That Helps Startups Go From Idea to IPO
Built to grow with startups, QuickStart works with the AI tools founders already use and provides a natural path to NetSuite as their businesses scale.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 20h
Once the process is visible, you can ID the problems, design a better future state and determine the improvements will move the organization toward it- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Helping Clients Remove Complexity From Their Accounting Processes
Once the current process is visible, you can identify the problems, design a better future state and determine which improvements will actually move the organization toward it.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 21h
Mayor Brandon Johnson on Tuesday again argued large corporations must pay more taxes to help Chicago balance its books- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Chicago Mayor Again Calls for Taxes on Big Corporations as Budget Showdown Looms
With his city budget pitch for next year looming, Mayor Brandon Johnson on Tuesday again argued large corporations must pay more taxes to help Chicago balance its books.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 21h
CPA Practice Advisor announced the 2026 Tax and Accounting Innovation Award winners and finalists- #taxtwitter #accounting #awards #technology- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
2026 Innovation Awards Announced: AI Tech Drives Advancements for Accounting Firms
For 23 years, the awards have recognized the top new technologies that are helping advance the accounting and tax profession.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 21h
TIGTA reported that the IRS Pass-Through Entities program lost more than 20% of its staff during 2025- #taxtwitter- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
How IRS BBA Assessments Can Affect Individual Partners: IRS Audits of High-Income Taxpayers and Partnerships
TIGTA reported that the IRS Pass-Through Entities program lost more than 20% of its staff during 2025.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 22h
More than two-thirds (68%) said data quality, availability and visibility limit risk management integration- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Organizations Prioritize Integrated Cyber and Risk Management, But Lack Ability to Enable It
More than two-thirds (68%) said data quality, availability and visibility limit risk management integration.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 22h
Baker Tilly is #1 on Construction Executive magazine's 2026 ranking of the accounting firms providing services for the construction industry- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
There's a New No. 1 in the Top Construction Accounting Firm Rankings for 2026
After finishing third and fourth the past two years, Baker Tilly now sits atop of Construction Executive magazine's 2026 ranking of the top accounting firms providing services for businesses in the construction industry.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 23h
The guidance centers on two areas: when an org uses AI in financial reporting or controls, and when auditors use AI tech in performing the audit- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
AICPA Practice Aid Provides Guidance to Auditors on AI Use in Financial Statement Audits
The guidance centers on two key areas: when an organization uses AI in its financial reporting or controls, and when auditors use AI-related technology in performing the audit.
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 23h
AI is not so much a strategy on its own, but a capability that becomes valuable when it is connected to a firm’s operating model- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Turning AI Adoption Into Measurable ROI for Accounting Practices
AI is not so much a strategy on its own, but a capability that becomes valuable when it is connected to a firm’s operating model.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 15/10/2026
How accounting firms can adapt their digital marketing strategies to stay visible as AI changes how prospective clients find professional services- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
From SEO to GEO: The Next Evolution of Search for Accounting Firms
How accounting firms can adapt their digital marketing strategies to stay visible as AI changes how prospective clients find professional services.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 15/10/2026
Florida polls show different findings whether voters will approve a referendum that would reduce property taxes on owner-occupied homes and condos- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Will Florida’s Amendment 3 Property Tax Reduction Pass? Polls Differ Widely
Recent Florida polls show a vastly different findings about whether voters will approve or reject the referendum that would reduce property taxes on owner-occupied homes and condos.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 15/10/2026
Sessions announced for #EnsuringSuccess online CPE conference- earn up to 14 hours of CPE in 2 days. And some CE credits. #taxtwitter- ensuringsuccess.com/sessions-2026/?…
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 15/10/2026
More than 56 million retirees and their dependents receive Social Security benefits. The average monthly benefit for retired workers is $2,084.- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Social Security Makes Rare Payment Change in November
More than 56 million retirees and their dependents receive Social Security benefits. The average monthly benefit for retired workers is $2,084.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 15/10/2026
Earn up to 14 hours of free online CPE in 2 days! Register now for the Dec. 9-10, 2026, event: #EnsuringSuccess- Pick the sessions you want and watch from your own office or laptop. And it’s free. Register now! - ensuringsuccess.com
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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Built to grow with startups, QuickStart works with the AI tools founders already use and provides a natural path to NetSuite as their businesses scale- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
NetSuite Launches Free, AI-First Financial Platform That Helps Startups Go From Idea to IPO
Built to grow with startups, QuickStart works with the AI tools founders already use and provides a natural path to NetSuite as their businesses scale.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Once the process is visible, you can ID the problems, design a better future state and determine the improvements will move the organization toward it- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Helping Clients Remove Complexity From Their Accounting Processes
Once the current process is visible, you can identify the problems, design a better future state and determine which improvements will actually move the organization toward it.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Mayor Brandon Johnson on Tuesday again argued large corporations must pay more taxes to help Chicago balance its books- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Chicago Mayor Again Calls for Taxes on Big Corporations as Budget Showdown Looms
With his city budget pitch for next year looming, Mayor Brandon Johnson on Tuesday again argued large corporations must pay more taxes to help Chicago balance its books.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
TIGTA reported that the IRS Pass-Through Entities program lost more than 20% of its staff during 2025- #taxtwitter- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
How IRS BBA Assessments Can Affect Individual Partners: IRS Audits of High-Income Taxpayers and Partnerships
TIGTA reported that the IRS Pass-Through Entities program lost more than 20% of its staff during 2025.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
More than two-thirds (68%) said data quality, availability and visibility limit risk management integration- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Organizations Prioritize Integrated Cyber and Risk Management, But Lack Ability to Enable It
More than two-thirds (68%) said data quality, availability and visibility limit risk management integration.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Baker Tilly is #1 on Construction Executive magazine's 2026 ranking of the accounting firms providing services for the construction industry- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
There's a New No. 1 in the Top Construction Accounting Firm Rankings for 2026
After finishing third and fourth the past two years, Baker Tilly now sits atop of Construction Executive magazine's 2026 ranking of the top accounting firms providing services for businesses in the construction industry.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
The guidance centers on two areas: when an org uses AI in financial reporting or controls, and when auditors use AI tech in performing the audit- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
There's a New No. 1 in the Top Construction Accounting Firm Rankings for 2026
After finishing third and fourth the past two years, Baker Tilly now sits atop of Construction Executive magazine's 2026 ranking of the top accounting firms providing services for businesses in the construction industry.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
AI is not so much a strategy on its own, but a capability that becomes valuable when it is connected to a firm’s operating model- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Turning AI Adoption Into Measurable ROI for Accounting Practices
AI is not so much a strategy on its own, but a capability that becomes valuable when it is connected to a firm’s operating model.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
How accounting firms can adapt their digital marketing strategies to stay visible as AI changes how prospective clients find professional services- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
From SEO to GEO: The Next Evolution of Search for Accounting Firms
How accounting firms can adapt their digital marketing strategies to stay visible as AI changes how prospective clients find professional services.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Florida polls show different findings whether voters will approve a referendum that would reduce property taxes on owner-occupied homes and condos- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Will Florida’s Amendment 3 Property Tax Reduction Pass? Polls Differ Widely
Recent Florida polls show a vastly different findings about whether voters will approve or reject the referendum that would reduce property taxes on owner-occupied homes and condos.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Code TT reports what section 7 of the FLSA required, and only the half of it. Ten reasons the two numbers differ, with the size of each- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
When Box 12, Code TT Will Not Tie to the Payroll Register
The register totals what the employer paid for overtime. Code TT reports what section 7 of the Fair Labor Standards Act required, and only the half of it. Ten reasons the two numbers differ, with the size of each.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
CPA Practice Advisor announced the 2026 Tax and Accounting Innovation Award winners and finalists- #taxtwitter #accounting #awards #technology- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
2026 Innovation Awards Announced: AI Tech Drives Advancements for Accounting Firms
For 23 years, the awards have recognized the top new technologies that are helping advance the accounting and tax profession.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
High housing costs and education debt, not your daily latte habit, can keep you from becoming a 401(k) millionaire.- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
How to Join the 401(k) Millionaire Club
High housing costs and education debt, not your daily latte habit, can keep you from becoming a 401(k) millionaire.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
When asked where AI could create the most value for their teams, 38.2% of internal audit professionals selected planning and risk assessment- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Internal Auditors Eye Broader AI Use
When asked where AI could create the most value for their teams, 38.2% of internal audit professionals selected planning and risk assessment, according to Wolters Kluwer.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Built around a crawl, walk, run approach, PEX AI gives teams a way to hand off more work as trust grows while staying in control.- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
PEX Launches AI Platform for Finance Teams
Built around a crawl, walk, run approach, PEX AI gives teams a way to hand off more work as trust grows while staying in control.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Professionals on the Move is a roundup of recent hiring, promotions, awards and other staffing announcements from around the profession- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Professionals on the Move - Oct 2026
Professionals on the Move is a roundup of recent hiring, promotions, awards and other staffing announcements from around the profession.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Here are some tips for tax professionals who are navigating Economic Injury Disaster Loan program cases sent to Treasury collections- www.cpapracticeadvisor.com/2026/09/…
cpapracticeadvisor.com
Tax Pros Face Client Questions About Delinquent SBA Pandemic Loans
Here are some tips for tax professionals who are navigating Economic Injury Disaster Loan program cases sent to Treasury collections.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
When the ledger can't be trusted, don't build on it. Build on evidence- #chapter11 #bankruptcy #bookkeeping- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Chapter 11 Financial Reporting When the Accounting Books Are Unreliable
When the ledger can't be trusted, don't build on it. Build on evidence.
110
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
Code TT reports what section 7 of the FLSA required, and only the half of it. Ten reasons the two numbers differ, with the size of each- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
When Box 12, Code TT Will Not Tie to the Payroll Register
The register totals what the employer paid for overtime. Code TT reports what section 7 of the Fair Labor Standards Act required, and only the half of it. Ten reasons the two numbers differ, with the size of each.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 14/10/2026
High housing costs and education debt, not your daily latte habit, can keep you from becoming a 401(k) millionaire.- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
How to Join the 401(k) Millionaire Club
High housing costs and education debt, not your daily latte habit, can keep you from becoming a 401(k) millionaire.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 13/10/2026
When asked where AI could create the most value for their teams, 38.2% of internal audit professionals selected planning and risk assessment- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Internal Auditors Eye Broader AI Use
When asked where AI could create the most value for their teams, 38.2% of internal audit professionals selected planning and risk assessment, according to Wolters Kluwer.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 13/10/2026
Built around a crawl, walk, run approach, PEX AI gives teams a way to hand off more work as trust grows while staying in control.- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
PEX Launches AI Platform for Finance Teams
Built around a crawl, walk, run approach, PEX AI gives teams a way to hand off more work as trust grows while staying in control.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 13/10/2026
Professionals on the Move is a roundup of recent hiring, promotions, awards and other staffing announcements from around the profession- www.cpapracticeadvisor.com/2026/10/…
cpapracticeadvisor.com
Professionals on the Move - Oct 2026
Professionals on the Move is a roundup of recent hiring, promotions, awards and other staffing announcements from around the profession.
000
CPA Practice Advisor @cpapracticeadvisor.bsky.social · 13/10/2026
Here are some tips for tax professionals who are navigating Economic Injury Disaster Loan program cases sent to Treasury collections- www.cpapracticeadvisor.com/2026/09/…
cpapracticeadvisor.com
Tax Pros Face Client Questions About Delinquent SBA Pandemic Loans
Here are some tips for tax professionals who are navigating Economic Injury Disaster Loan program cases sent to Treasury collections.
000