SURVEYS & RESEARCH

The 8 Mega Trends Every CPA Needs to Understand before 2026

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What happens to accountants when AI agents run the economy.

By CPA Trendlines Research

For most of the past decade, “digital transformation” meant faster systems, better dashboards, and incremental automation layered on top of human decision-making. By 2026, that framing will no longer hold.

The defining shift now underway is not simply more technology, but who—or what—executes economic activity. Across finance, operations, compliance, and professional services, autonomous systems are moving from support roles into execution roles. Software is no longer just informing decisions. it is initiating them.

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That transition is reshaping how work is done, how risk is distributed, and how trust is established. It is also quietly repositioning the tax and accounting profession—from recordkeeper and reviewer to certifier of machine-driven outcomes.

CPA Trendlines believes eight mega trends will define 2026—not as isolated developments, but as a converging system change. READ MORE →

Hopson: Stop Turnover Before It Starts | Know-How Korner

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Use hope to shift stress, strengthen culture, and keep talent.

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Know-How Korner
With Donny Shimamoto
Center for Accounting Transformation

Know How Korner, hosted by Donny Shimamoto, aims to translate peer-reviewed findings into practical actions for firms. In a recent episode, Shimamoto interviews Katelynn Hopson, assistant professor of accounting at Arkansas Tech University, whose dissertation quantifies a deceptively soft concept—hope—and links it to how public accountants experience stress and consider leaving their firms.

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Catch more Katelynn Hopson on the Tax Season Readiness Webinar – Dec. 10, 2 p.m. ET. 

Hope, in the research literature, is not vague optimism. Psychologist C. R. Snyder frames it as goal-directed cognition comprising agency (“the will”) and pathways (“the ways”). Hopson studies state hope—how hopeful someone is about a specific time frame or event—rather than broad personality-level trait hope. State hope moves; it can be built or eroded by experience and context.

“People who have higher levels of hope are more likely to want to stay and less likely to feel burned out,” Hopson explains.

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IRS Set for a Turbulent 2026 Season as TIGTA Flags Persistent Weaknesses

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Heading into 2026, problems from the past several filing seasons are still unresolved.

By CPA Trendlines Research

The coming 2026 filing season is shaping up to be another high-stakes test of the Internal Revenue Service’s capacity to serve taxpayers and practitioners, with new reports from the Treasury Inspector General for Tax Administration offering an unusually candid look at the agency’s most vulnerable operational seams.

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Taken together, the findings forecast a filing season characterized by incremental improvements in training but overshadowed by enduring structural constraints in telephone service, submission processing, identity verification, and staffing.

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