Thomson Reuters Institute

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Featuring an expanded insight into the world of tax professionals, whether within corporate tax functions, tax, accounting & audit firms, or solo practices.

2025 State of Tax Professionals Report

A Thomson Reuters Institute report examines how tax, audit & accounting firms are using technology to gain efficiencies, spur growth, and improve client service

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Some tax, audit & accounting firms are rejecting private equity in favor of independence

A quick pivot is required to compete as an independent firm in an increasingly private equity-aided environment for tax, audit & accounting firms

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Tax Practice Development

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Some tax, audit & accounting firms are rejecting private equity in favor of independence - Thomson Reuters Institute

A pivot is required to compete as an independent firm in an increasingly private equity-aided environment for tax, audit & accounting firms.
6 min

Navigating private equity and accounting firm independence: Insights from Pat Walsh, CEO of Withum - Thomson Reuters Institute

As private equity activity among accounting firms has the industry buzzing, Pat Walsh, CEO of Withum, shares his insights on independence.
5 min

Navigating the new frontier of tax, audit & accounting business models: An interview with Doug Lewis - Thomson Reuters Institute

The tax, audit & accounting industry is undergoing a significant transformation, and we speak to the Visionary Group's Doug Lewis, about it.
5 min

Tax talent & culture

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Bridging the skilled labor gap: How AI adoption fuels workplace innovation - Thomson Reuters Institute

AI's impact on talent is making organizations develop comprehensive strategies that balance technological advancement with human expertise.
6 min

AI and digital transformation are top C-Suite priorities despite implementation challenges, new report shows - Thomson Reuters Institute

While pursuing fundamental measures of success, C-Suite leaders are evolving strategies to embrace digital transformation as a growth driver.
5 min

GenAI is here for professional services, but GenAI training still has a way to go - Thomson Reuters Institute

Even as GenAI adoption continues to increase in professional services, a recent report reveals that training continues to lag farther behind.
6 min

Tax tech & innovation

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The human in the loop: Tackling transformation fatigue in the tax tech era - Thomson Reuters Institute

Corporate tax leaders must manage their team members' fatigue over transformation & change by utilizing strategies that promote well-being.
6 min

Keeping pace with change by leveraging technology: A roadmap for corporate tax departments - Thomson Reuters Institute

Corporate tax departments are under heavy pressure to adapt to fast-moving regulatory changes, and many are leveraging technology to do it.
6 min

Rethinking the core: Utilizing data as infrastructure - Thomson Reuters Institute

As the data models of yesterday begin to show decreased efficacy, today's organizations need more data that is actively governed & reusable.
7 min

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