Insurance
Insurance products and industry updates
Reassessing FP&A's Strategic Role: Overcoming Perception Gaps for Business Impact
FP&A teams must shift from data reporting to collaboration, enhancing their role as strategic partners to improve decision-making and drive growth.
Read full story →
Essential Steps for Accountants Before Referring to Collections Agencies
Prepare clients for collections by verifying debtor identities and compiling necessary documentation to ensure a smooth process.
Read full story →
Understanding Month-End Close: Focus on Automation to Reduce Time Spent on Data Handling
Many firms waste closing time on manual data tasks; automating routine processes can free up resources for more valuable decision-making.
Read full story →
98% of Job Seekers Say Adapting to Workplace Culture Is Important, But Half Call It Unfair
Home > Payroll Payroll | September 11, 2026 98% of Job Seekers Say Adapting to Workplace Culture Is Important, But Half Call It Unfair 80% of Gen Z have changed their personality to fit workplac...
Read full story →
2027 Income Tax Projections: Critical Insights for Tax Planning Strategies
Bloomberg's 2027 income tax projections reveal a significant 3.2% inflation increase, highlighting the need for proactive tax planning amid evolving policies.
Read full story →
Existing-Home Sales Decline Amid Rising Prices and Economic Pressures: A Market Overview
Existing-home sales fell 2.0% in August, influenced by high mortgage rates, while home prices continue to rise, complicating the market landscape.
Read full story →
Evaluating Trump's $5,000 Dividend Proposal: Economic Implications and Feasibility Concerns
Trump's proposed $5,000 dividend checks raise questions on funding, legality, and potential economic risks amid rising national debt and inflation.
Read full story →
Empathy and Leadership: Navigating Change in an AI-Driven Workplace
AI is reshaping leadership demands, highlighting the necessity of empathy and emotional intelligence for effective team management.
Read full story →
Navigating AI Adoption Challenges in CPA Firms: Bridging the Gap Between Awareness and Effective Use
Despite recognizing AI's importance, only 10% of CPA firms utilize it extensively, highlighting the need for strategic frameworks to enhance adoption and integration.
Read full story →
Prepare Your Small Business for Black Friday: Address Operational Gaps Ahead of the Holiday Rush
Small businesses should proactively fill key operational roles before Black Friday to avoid chaos during the holiday shopping surge.
Read full story →
Education Outranks Salary in Achieving Optimal Work-Life Balance: Key Insights from the Work-Life Balance Report
A new report highlights that education, not salary, is the primary factor for work-life balance, with educated roles often yielding better job satisfaction.
Read full story →
Essential Audit Trails for CPA Firms: Protecting Client Data and Trust in the Digital Age
Audit trails are vital for CPA firms to ensure data security, maintain client trust, and comply with regulations. Proper logging protects sensitive information.
Read full story →
Tax Professionals Navigate Client Confusion Amid SBA Loan Defaults and Treasury Collections
Tax professionals face rising inquiries as clients grapple with unexpected SBA loan defaults referred to the Treasury, risking vital tax refunds and wages.
Read full story →
Datarails Desk Enhances Financial Operations with Automated Ticketing Solution
Datarails Desk streamlines finance teams' requests by automating invoice searches and integrating real-time data for improved efficiency.
Read full story →
Avoid Laminating Your Social Security Card: Key Advice from the SSA on Data Security
The SSA warns against laminating Social Security cards, as it can obscure security features; knowing your number is often sufficient.
Read full story →
California Set for $3.4 Trillion Wealth Transfer, Redefining National Economic Landscape
California's aging homeowners are estimated to transfer $3.4 trillion by 2045, highlighting significant economic implications nationwide.
Read full story →
IRS Training Deficiencies Threaten Taxpayer Representation Rights, Urgency for Reform Grows
The IRS faces scrutiny over inadequate employee training regarding taxpayer representation rights, risking compliance and taxpayer protection.
Read full story →
Transitioning from 150 to 120 Hours: Impact on Accounting Talent Management Strategies
The shift to a 120-hour education requirement is reshaping how accounting firms attract and develop talent, emphasizing real-world experience over classroom hours.
Read full story →
Intuit's Strategic Leap: Dixie McCurley Appointed as Managing Partner in Residence to Improve Accounting Product Development
Dixie McCurley's appointment at Intuit aims to enhance collaboration with accounting firms, driving product innovation through direct user engagement.
Read full story →
Enhancing Cybersecurity in Tax Automation: Key Strategies for Accounting Firms in 2026
Tax firms must strengthen cybersecurity strategies amid rising threats; a webinar offers essential insights for safeguarding client data efficiently.
Read full story →