Crossing the Chasm from CAS to Advisory: Client needs evolve with their businesses. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. dlvr.​it/TW47CM #CPA #tax #accounting

K1x Bets $175 Million to Beat the K-1 Bottleneck: K1x is betting $175 million that AI can bring order to one of tax’s most stubborn bottlenecks. By Seth Fineberg For CPA Trendlines Go PRO for members-only access to more Seth Fineberg. dlvr.​it/TW44WW #CPA #tax #accounting

Holistic Financial Planning: A One-Two Punch of Value: A one-two punch of value. By Rory Henry The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. dlvr.​it/TW42MB #CPA #tax #accounting

Grant Thornton-CBIZ Deal: $43 Million in Golden Parachutes: Under CEO Grisko, stock ran from $10 to $88. But that was before Marcum. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TW3bP9 #CPA #tax #accounting

Is Your Best Accountant Holding Your Business Back? | Accounting Voices: Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a businesses can grow. … dlvr.​it/TW2sHr #CPA #tax #accounting

What will accountants do when AI does more of the accounting?: Explore the next decade with CPA Trendlines’ Disruptors with Liz Farr. New episodes drop every Tuesday at noon. Watch or listen to the latest episode — or catch up today:… dlvr.​it/TW2SyN #CPA #tax #accounting

How to Create Standout Teams: How to overcome roadblocks. By Anthony Zecca Leading from the Edge Go PRO for members-only access to more Anthony Zecca. dlvr.​it/TW2LKC #CPA #tax #accounting

How A Medicare Long-Term Care Benefit Could Save Money, Improve Lives: Consultants ATI Advisory has developed a highly targeted Medicare home-based long-term care benefit that could lower costs while improving the lives of… dlvr.​it/TW2KfH ^@Howard_Gleckman #Tax #IRS #policy

New: In the News: October 23, 2026: This week’s In the News includes new AI tools for accounting and finance, tax updates, workplace trends, and more. We’re also sharing a new The Woodard Report Podcast episode on leadership and… dlvr.​it/TW2HB6 #woodard #tax #accounting

Jeane Hardy: Work You Don’t Track Could Be Holding Your Firm Back | It’s Not Just the Numbers: Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth. It's Not Just the Numbers … dlvr.​it/TW2Fnt #CPA #tax #accounting

Grant Thornton Payday: $22 Million for CBIZ CEO Grisko: Under Grisko, stock runs up from $10 to $88. But that was before Marcum. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. dlvr.​it/TW237S #CPA #tax #accounting

New: AICPA and AIUC Introduce New AI Assurance Program: The American Institute of Certified Public Accountants (AICPA) and Artificial Intelligence Underwriting Company (AIUC) have announced a new joint assurance offering designed to… dlvr.​it/TW1jwM #woodard #tax #accounting

Six Tasks Required for an Internal Audit: The six principal tasks required. By Ed Mendlowitz 77 Ways to Wow! Go PRO for members-only access to more Edward Mendlowitz. dlvr.​it/TW1bvM #CPA #tax #accounting

New: Three Kinds of Firm Data Worth Capturing: Your firm’s business model is built on the answers to three questions: who you serve, what you sell them, and how you deliver it. When it comes to data insights, most accounting firms can… dlvr.​it/TW1YQX #woodard #tax #accounting

Springline’s Tim Brackney: Expect Accounting Firm IPO | Big 4 Transparency: “This isn’t a flash in the pan. This is an actual structural change in the profession.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Go PRO… dlvr.​it/TW1J74 #CPA #tax #accounting

New Comment on Billions in Debt Decisions Dog CBIZ-Grant Thornton Deal by Timbuktoo: Accountants trying to play deal makers. Yuck. The debt service on those 10%+ junk bonds will strangle the value out of this investment. CBIZ… dlvr.​it/TW0xr0 #reader #feedback #buzz

WoodardReport: Episode 193 - Navigating the AI Revolution: Leadership, Growth, and Planning for the Future - The Woodard Report Podcast: On this episode of the Woodard Report podcast, Heather and Joe talk about the… dlvr.​it/TW0sy7 Woodard Podcast #tax #accounting #podcast

The Proper Merger Process in 21 Steps: PLUS: The proper process in 21 steps. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. dlvr.​it/TW0rrn #CPA #tax #accounting

New: Navigating the AI Revolution: Leadership, Growth, and Planning: In episode 193 of The Woodard Report Podcast, Joe Woodard and Heather Day discuss changing job expectations, the pace of AI development, leadership and support,… dlvr.​it/TW0n1r #woodard #tax #accounting