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Rui Sun Presents at DataSnipper Connect ‘26

Rui Sun Presents at DataSnipper Connect ‘26

Oct 6, 2026 | Featured News and Events, MCB Happenings

DataSnipper Connect ’26 in New York City September 22-23 was a gathering of industry leaders and innovators transforming the future of financial operations through leading-edge technology and intelligent automation. The event attracts forward-thinking, AI-driven audit...
IRS Guidance on Third-Party Authorization

IRS Guidance on Third-Party Authorization

Oct 1, 2026 | Personal Financial Planning, Tax News

The IRS has recently issued guidance on third-party authorizations. In short, who can get into your tax account? First, understand that there are different types of third-party authorizations with specific roles assigned. Additionally, taxpayers who want to have a...
MCB Named to Accounting Today’s Best Accounting Firms to Work For in 2026

MCB Named to Accounting Today’s Best Accounting Firms to Work For in 2026

Sep 29, 2026 | Featured News and Events, MCB Happenings

Matthews, Carter & Boyce (MCB) is pleased to announce the firm has been named to the Accounting Today Best Accounting Firms to Work For in 2026, achieving a ranking of #18 on the Best Midsized Firms list. Each year, Accounting Today identifies companies that build...
IRAs: Taxes, Rules and Withdrawal Strategies

IRAs: Taxes, Rules and Withdrawal Strategies

Sep 24, 2026 | Personal Financial Planning, Tax News

An individual retirement account is a tax-advantaged account designed to help you save for retirement. The two most common types — traditional and Roth — differ mainly in when you pay income taxes. With a traditional IRA, your contributions may reduce your taxable...
What You Should Know About 529 Plans

What You Should Know About 529 Plans

Sep 22, 2026 | Personal Financial Planning, Tax News

Section 529 plans are sponsored by states or educational institutions. They were originally designed to cover college costs, but their use has expanded to include postsecondary education, K-12 tuition (up to $10,000 per year), apprenticeships and credentialing...
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