AICPA president’s warning to the CPA profession: Trial Balance

Speaking at an event last week, Mark Koziel said the CPA profession faces pressure from policy shifts, regulation changes and evolving expectations inside the industry.

By Adam Zaki , Lauren Muskett • Jan. 26, 2026

44% of CFOs expect to benefit from One Big Beautiful Bill Act’s tax benefits

Anticipated savings are helping to create renewed interest in strategic spending, although concerns over the law remain.

By David McCann • Jan. 26, 2026

Chicago CFO to depart after city OKs $16.6B budget for 2026

Jill Jaworski, the city’s finance chief since May 2023, is taking a similar job at Chicago’s Navy Pier tourist attraction starting in early February.

By Dan Niepow • Jan. 7, 2026

CFOs targeting both business growth and cost reductions in 2026

A new survey by Gartner shows the “very explicit tension” finance chiefs expect to face in the year ahead.

By Dan Niepow • Dec. 17, 2025

Luxury EV maker Lucid Motors sidesteps US tariffs at Saudi plant

CFO Taoufiq Boussaid says the company plans to manufacture its next-generation line of midsize vehicles at a plant in Saudi Arabia, where it can circumvent high tariffs on Chinese parts.

By Dan Niepow • Dec. 4, 2025

If you talk to AI more than your CPA, you’ve got a problem

Here are six signs your tax adviser might be holding you back. 

By Dean Quiambao • Dec. 2, 2025

New Jersey nonprofit’s ex-CFO gets 8 years in state prison

Colleen Witten, the former finance chief of Occupational Training Center Services of Burlington County, also must pay back $2.58 million in restitution to the organization.

By Dan Niepow • Nov. 24, 2025

US firms show renewed interest in foreign currency accounts

Amid geopolitical uncertainties, bank accounts that allow customers to hold deposits in foreign currencies seem to be gaining traction.

By Dan Niepow • Nov. 7, 2025

Practical tips to maximize the qualified business income deduction

With the right strategies in place, it is possible to maximize the deduction and lock in significant, recurring savings.

By Michael Geller • Oct. 14, 2025

Beyond patents and lab coats — How CFOs can maximize R&D tax benefits

Many businesses assume R&D qualification only applies to formal lab research and miss out on potential tax savings.

By Michael Thompson • Oct. 7, 2025

New PICPA research spells out ‘urgent need’ for audit modernization

CFOs should push audit firms on technology, workforce quality and regulatory readiness, according to a new report from the representing body of Pennsylvania CPAs.

By Adam Zaki • Sept. 24, 2025

Florida CFO challenges Jacksonville’s $2B budget: Trial Balance

Blaise Ingoglia says the city has overspent by nearly $200 million and could lower its millage rate, while Mayor Donna Deegan says the city can prove its financial discipline.

By Lauren Muskett , Adam Zaki • Sept. 22, 2025

What CFOs need to know about R&D tax credit reform

Finance leaders have a timely opportunity to enhance liquidity, reduce tax burdens and align tax policy with business growth.

By Todd Sutherland • Sept. 16, 2025

Setting the record straight on VATs and tariffs

For U.S. companies doing business globally, an accurate understanding of these tax principles is more important than ever.

By George L. Salis • Sept. 2, 2025

How Trump’s tariffs trigger state tax bills most CFOs never see coming

As companies adjust supply chains and pricing strategies in response to tariffs, they may inadvertently create a tax nexus in new states.

By Glenn C. McCoy, Jr. • Aug. 26, 2025

CFOs increasingly rely on counsel from tax leaders

New tax and trade policies are among the stressors that boost the need for collaboration between finance and tax.

By David McCann • Aug. 25, 2025

There’s never been a better time to invest in AI. The tax code backs you up

For the first time in years, the tax code and the tech road map are aligned.

By Dean Quiambao • Aug. 14, 2025

Can PILOT programs plug holes in municipal budgets?

Some American cities turn to “payments in lieu of taxes” programs to fill budget gaps. The jury’s still out on how effective they are.

By Dan Niepow • Aug. 8, 2025

Patreon’s new CFO Carlos Cabrera on risk, payments and AI

Cabrera said lessons from earthquake risk modeling and guidance from former Shopify leaders informed Patreon’s approach to growth, payments and a creator-driven future.

By Adam Zaki • Aug. 5, 2025

Alaska approves 120-credit CPA pathway without governor’s signature: Trial Balance

Alaska Gov. Mike Dunleavy, who has spent much of his career in education, chose not to sign or veto the state’s new CPA licensure law, which lowers education requirements for the profession.

By Lauren Muskett , Adam Zaki • Aug. 4, 2025

Can cross-border mobility help solve talent retention issues?

As talent pressures linger, EY data suggests “evolved” mobility functions are delivering better outcomes and creating more ways to measure the return on moving people around the globe.

By Adam Zaki • July 29, 2025

5 international tax compliance strategies when going global

CFOs steering U.S. businesses into global markets will need to engage in proactive strategic planning to meet the convergence of digital tax policies. 

By Michael Bernard • July 29, 2025

NASBA, AICPA give blessing to 120-hour CPA pathway

Similar to the planned changes in states across the country, the latest edition of the Uniform Accountancy Act includes an alternate pathway to the longstanding 150-hour requirement for CPA licensure. 

By Dan Niepow • July 25, 2025

The end of free office coffee? Tax changes, price hikes percolate

With bean prices soaring and tax deductions for office snacks set to disappear in 2026, finance teams may need to track growing coffee costs. 

By Adam Zaki • July 23, 2025

9 takeaways for CFOs from the ‘One Big Beautiful Bill Act’

Sweeping supply-side tax cuts are now law, bringing immediate reporting impacts and long-term planning questions for finance chiefs.

By Adam Zaki • July 8, 2025