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CPA Practice Advisor

@cpapracticeadvisor.bsky.social

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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 · 7m

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.

000

CPA Practice Advisor @cpapracticeadvisor.bsky.social · 37m

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 · 1h

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 · 14h

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 · 14h

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 · 15h

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 · 15h

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 · 16h

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 · 17h

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.

CPA Practice Advisor @cpapracticeadvisor.bsky.social · 17h

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 · 18h

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.

000

CPA Practice Advisor @cpapracticeadvisor.bsky.social · 18h

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.

000

CPA Practice Advisor @cpapracticeadvisor.bsky.social · 19h

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 · 20h

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 · 21h

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 · 21h

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 · 22h

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 · 22h

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 · 22h

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 · 23h

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 · 23h

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.

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CPA Practice Advisor @cpapracticeadvisor.bsky.social · 15/10/2026

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

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 · 15/10/2026

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 · 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.

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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.

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