Recent Insights
Webinar Recording
June 12, 2025
Watch and explore 2025 tax policy updates, TCJA expirations, and how to leverage the R&D tax credit for compliance and business tax savings.
Webinar Recording
June 11, 2025
Watch to understand the tax strategies available to real estate professionals & how to qualify via the IRS material participation and time requirement rules.
Article
July 29, 2025
Learn how the 2025 tax reform impacts professional services firms with changes to Section 199A deductions, R&D and Section 179 expensing.
Article
February 19, 2025
Middle-market chief financial officers in 2025 must balance technology, strategy and growth. Explore key CFO challenges and solutions here.
Article
June 9, 2025
Improve decision-making with ERP analytics, real-time reporting, and KPI tracking using Sage Enterprise Intelligence and Sage Intacct integration.
Article
January 31, 2025
The Section 179D tax credit applies to energy-efficient updates to HVAC, lighting and building envelopes. Learn more with this helpful guide.
Article
August 27, 2024
If your 1031 exchange failed, you can use the installment method and tax straddling to help avoid penalties. Find out the benefits here.
Article
August 1, 2022
Find out the key rules architects and engineers should note before claiming a 179D tax deduction, including eligibility and benefits.
Article
June 5, 2025
Discover the top financial processes to automate — billing, forecasting, expense tracking — and boost efficiency in your growing business.
Case Study
June 4, 2025
Learn how Cherry Bekaert helped Claflin University secure NMTC financing to fund its $26.7M Student Activity and Community Center.