Tech News: Puzzle announces AI Suite for month

• Tax
  IRS rules free life insurance exchanges from tax traps

  Final regulations on Section 1035 insurance exchanges eliminate problems from earlier regulations that affected corporate reorganizations and death benefits

  By Michael CohnEditor-in-chief, AccountingToday.com
  2h ago
  

• Technology
  Tech News: Puzzle announces AI Suite for month-end close

  Puzzle announces AI Suite for month-end close; MyCPE One announces CPE Wallet for automating CPE management; Sam’s List rolls out Concierge Launch; and other accounting tech news and updates

  By Chris GaetanoTechnology Editor
  5h ago

• Practice management
  On the move: PwC sponsors Texas cricket

  Plus, new partners at Plante Moran and Schneider Downs, a new CFO at EisnerAmper; and other firm and personnel news from across the profession

  By Daniel HoodEditor-in-chief
  7h ago
  

• Tax-related court cases
  Tax Fraud Blotter: Any port in a storm

  Using his personhood; SNAP redemptions; Ponzi-like payments; and other highlights of recent tax cases

  By Mary Ann TasoulasPresident
  July 9

• Practice management
  Firms balance independence vs. private equity funding

  Accounting firms have been fielding offers from a growing number of private equity investors as PE money continues to pour into the accounting sector

  By Michael CohnEditor-in-chief, AccountingToday.com
  July 9
  

• Practice management
  Smolin Lupin acquires Vitolo

  Smolin, Lupin & Co. acquired Vitolo & Associates, expanding its advisory and accounting capabilities and growing its presence in New Jersey

  By Paige HagyReporter
  July 9
  

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