It’s been a few weeks since our last news roundup — we were wrapping up an incredible Scaling New Heights and taking a bit of well-earned time to recharge. But we’re back with a full slate of updates from across the profession, including major tax law developments, AI advances, tech partnerships, and a new episode of The Woodard Report Podcast.
What's Happening at Woodard
In this episode of The Woodard Report Podcast, Joe Woodard explores how to reconnect with purpose and set meaningful boundaries in business. Read more...
The Accounting Technology Lab podcast dives into themes and takeaways from Scaling New Heights 2025 — from app integration to advisory transformation. Read more...
Technology & Innovation
A new generation of QuickBooks automation is here. This Monday Minute segment explains how the QBO Accounting Agent uses AI to manage workflows, making bookkeeping even more hands-free for accountants and clients. Read more...
Xero is teaming up with Plaid to triple the number of U.S. banks integrated into its platform, making bank reconciliation smoother and more reliable. Read more...
Tax & Policy
The proposed tax legislation dubbed the "One Big Beautiful Bill" includes sweeping changes to deductions, credits, and compliance thresholds. Here’s what you need to know to prepare clients for what may be coming. Read more...
Following renewed tariff policies from the U.S., the European Union is planning retaliatory measures. The accounting and tax implications could be significant for firms with international clients. Read more...
The latest AICPA survey shows that only a fraction of Americans have emergency financial plans in place. The study is a reminder that advisors have a role to play in disaster readiness. Read more...
Practice Management & Strategy
Effective delegation starts with understanding your own value. This HBR piece offers a framework for assigning the right work to the right people, using data instead of gut instinct. Read more...
Standard setters from the U.S. and Japan recently met to discuss alignment on sustainability disclosures and emerging reporting challenges. Read more...
Andersen is expanding its regional footprint in the Southeast through a merger with Georgia-based Berman Associates. Read more...
Stay tuned for next week’s edition as we continue tracking the trends and tools reshaping the profession.
The article was drafted by AI and reviewed and edited by a human.