Professional Services

At my last job I was tasked with launching a newsletter, and was suddenly faced with a bunch of unfamiliar acronyms: DKIM, DMARC, SPF. (Apparently that last one is not...

An Orange County, Calif.-based firm managing about $1.2 billion in client assets is joining Sanctuary Wealth from UBS.Dial Square Private Wealth was founded by Jim Chiate and Tony Guianne, who...

Staying comfortable might feel safe, but it’s costing your firm more than you think. Discover how breaking routine and embracing AI can unlock growth, efficiency, and relevance in today’s accounting...

TO READ THE FULL ARTICLE Continue reading your article with a CPA Trendlines Pro membership. Posted on August 15, 2025 Jackie Meyer About the AuthorJackie Meyer, CPA, CTC, MSA, PhD,...

From Blueprints to the Bench: Craig L. Moskowitz’s Premier Forensic Engineering Firm Written by Susan Cushing Photography by Alyssa Michel In the world of forensic engineering, where expertise must meet...

You hear it everywhere, right? Everyone’s pitting AI tools against each other. It’s a new showdown every week. (We’re guilty of it too! Check out our other articles and give...

With ChatGPT, anyone can create blog posts in seconds. But, just because you have copy doesn’t mean it's valuable. You need content research to make a post that’s actually valuable....

Crypto exchange-traded funds in the U.S. had significant inflows and positive returns in 2025 through August 11, buttressed by a highly favorable regulatory environment. Crypto ETFs took in $29.4 billion...

FAQs about how AI can help auditors with risk assessment, data entry, substantive testing, and more. In the ever-evolving landscape of accounting and auditing, artificial intelligence (AI) offers transformative tools...

If you’re living in the United States as a nonresident alien, it’s normal to have questions about filing your U.S. taxes. Maybe you’re here on an F-1 student visa, working...