Recent Insights
Article
September 3, 2025
Updated: November 14, 2025
Explore the differences between BSL versus PC CLOs and learn why independent valuations are vital for transparency and investor trust.
Webinar Recording
November 14, 2025
Learn how the 2025 OBBBA tax law impacts individuals, trusts, and estates, and explore year-end strategies to maximize tax savings and minimize liability.
28:18
Speakers: Steven J. Ursillo, Jr.
Discover the key drivers of AI compliance, from new regulations to vendor risk management, and learn how to prepare for AI governance challenges.
Webinar Recording
November 13, 2025
Watch as CFOs discuss leadership, strategy, and professional growth. Learn what it takes to succeed in finance leadership today.
Article
November 13, 2025
Tax provision automation enhances efficiency and compliance. Explore the software and roadmap companies can leverage to streamline their processes.
Article
November 12, 2025
Discover how Sage Intacct enables healthcare CFOs to drive financial innovation and achieve operational excellence with robust ERP software.
Webinar Recording
November 11, 2025
Watch and learn new R&D documentation rules for 2025 and discover how to align Section 174A changes with your innovation tax planning.
Webinar Recording
November 11, 2025
Watch and learn how IT risk assessments fuel cyber resilience, helping organizations identify vulnerabilities, mitigate threats, and stay compliant.
15:38
Speakers: Mike Piotrowski , Daniel Wheadon
Learn how inventory optimization drives working capital, improves cash flow, reduces costs, and boosts customer satisfaction with real-world insights.
Webinar Recording
November 7, 2025
Watch this in depth session on Opportunity Zones 2.0. Explore tax incentives, compliance updates, and strategies for Qualified Opportunity Funds.