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Research / Report
Wednesday, September 30, 2026
Bloomberg Tax
Help Clients Make Smarter Tax Moves Before Year-End
Bloomberg Tax's 2026 Mid-Year Individual Tax Planning Guide brings together the key considerations tax professionals should be discussing with individual clients now, from income and deduction timing to investments, retirement, credits, and more
Guide
Tuesday, September 1, 2026
WageProof
The 9 IRS Factors for S-Corp Reasonable Compensation (FS-2008-25) and the IRS Job Aid
What each of the nine factors in IRS Fact Sheet 2008-25 asks for, how the Tax Court applied them in McAlary and Watson, and what the internal IRS Job Aid tells examiners to look for. Free 14-page guide, no form.
eBook
Monday, August 10, 2026
Accordance
Tax Research in the AI Era
AI is changing the way tax professionals research complex issues, but not every AI tool approaches tax research the same way. Discover how different approaches compare and why methodology matters when accuracy, authority, and client trust are on the line.
eBook
Wednesday, July 15, 2026
Becker
A Complete Guide to the CPA Exam
This ebook unpacks everything you need to know about the CPA Exam in 2026. Get your copy and make a personalized plan to confidently begin your prep.
White Paper
Tuesday, April 21, 2026
MyAIP
AI Audit Software in 2026: What CPA Firms Need to Know
A practitioner-level overview of how AI is being used across the external audit lifecycle in 2026, what leading platforms do, where gaps remain, and the governance and data protection questions firms should ask before adopting any AI audit tool.
Research / Report
Tuesday, April 14, 2026
The Ohio Society of CPAs
Practical Frameworks for Vendor Evaluation and Implementation
This resource offers a structured approach to navigating finance technology decisions in an increasingly complex, AI‑driven landscape. It equips finance leaders with tools to cut through vendor claims and implement systems that deliver real, sustainable value.
Guide
Monday, March 9, 2026
Oracle NetSuite Products
The CFO Agenda 2026: 12 Ways to Flourish Now
We’ve gathered a dozen action items to help CFOs achieve their 2026 goals, focusing on efficiency, data use, and cash flow while navigating risks and adopting AI in a way that forwards business objectives.
White Paper
Thursday, December 18, 2025
The Ohio Society of CPAs
Leading in Scarcity
Traditional leadership models—built in an era when talent was plentiful—no longer fit today’s labor realities. This white paper explores how scarcity influences leadership behavior and provides four evidence-based shifts that leaders in accounting, finance, and professional services can make to attract, retain, and engage their people.
White Paper
Thursday, December 18, 2025
The Ohio Society of CPAs
The LeaderShift Toolkit: Five Practical Behaviors for High-Commitment Leadership
If your organization is ready to move beyond compliance toward a culture of shared ownership and engagement, start by operationalizing these five LeaderShift behaviors.
eBook
Monday, August 25, 2025
Oracle NetSuite Products
Your quick MBA refresh. Built for today’s CFOs.
In his new report, MBA for Lunch, Jack McCullough distills the sharpest insights from top MBA programs into actionable strategies for navigating today’s complex landscape—from AI and data science to marketing and leadership.
Guide
Saturday, August 23, 2025
Oracle NetSuite Products
Find Your Purpose at Work Again (Even on Mondays)
Download Ron Monteiro’s latest guide for a step-by-step approach to rediscovering your purpose, at any stage of your career.
Research / Report
Tuesday, April 8, 2025
Software Advice
