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Insights

Recent Insights

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Podcast

February 1, 2023

09:25

Speakers: Jim Holman

Learn best practices for incorporating the right technology platforms and processes before and after an acquisition to minimize disruption and achieve success.

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Podcast

January 25, 2023

25:47

Speakers: Brendan Halloran

Listen to our podcast and learn the requirements for a Contractor Earned Value Management System (EVMS), when it is required and what it entails.

Case Study

January 24, 2023

Learn how we helped Byron Health Center increase its capacity and better serve its current residents with New Markets Tax Credit Allocation.

Case Study

January 24, 2023

Learn how we helped the Boys & Girls Club of Cabarrus County with New Markets Tax Credit Allocation that allowed them to expand their services to more children.

Webinar Recording

January 23, 2023

Watch our webinar to learn how financial services and financial technology companies can take advantage of R&D tax credits and savings.

Alert

January 19, 2023

Learn more about GASB 96. Find out the reason for the new standard, what is a SBITA and how challenging will this standard be to implement.

Video

January 19, 2023

In this video, we guide you through the proper enterprise resource planning (ERP) implementation to position your private equity firm for success.

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Podcast

January 18, 2023

09:25

Speakers: Jim Holman

Listen in and learn how digitalization and continuous improvement can help organizations achieve the highest levels of process maturity.

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Podcast

January 17, 2023

09:57

Speakers: Gregory R. Kellar

Find out the necessary steps when starting a new business. In this podcast, we pay special attention to the importance of tax and business planning components.

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Podcast

January 13, 2023

21:30

Speakers: Brendan Halloran

Learn the requirements for a Contractor Purchasing System, when it is required, and what it entails. Get guidance on Contractor Purchasing System Review.