Recent Insights
Newsletter
January 24, 2024
Stay informed on regulatory shifts with our Winter Edition Compliance Digest. Highlights from CFPB, FDIC, FinCEN, and more.
Article
January 18, 2024
Review your current tax accounting practices considering Notice 2024-12, Rev. Proc. 2024-9, and Notice 2023-63 for potential automatic changes.
Article
January 8, 2024
Learn how Determining an ERP Strategy & Roadmap is Crucial for Aligning Solutions with Business Needs and Goals Across Your Enterprise.
23:50
Gain valuable insights on Anti-Money Laundering (AML) Model testing & monitoring. Learn about the key limitations of AML models and what to focus on during testing.
Article
January 12, 2024
Stay updated on the evolving landscape of financial industry trends in 2024, including digital transformations, personalized experiences, AI growth, cybersecurity fortifications, and proactive loan portfolio optimizations.
Webinar Recording
December 19, 2023
Unlock the power of Financial Planning & Analysis (FP&A) for informed decision-making in this insightful webinar recording.
Article
January 5, 2024
Discover how Sage Intacct can strengthen your financial tech stack against economic downturns. Explore 5 key strategies for resilient finance management.
Webinar Recording
December 15, 2023
Watch our webinar to learn about newly effective ASUs for the December 31, 2023 reporting period as well as the ASUs that were issued in 2023.
Article
December 15, 2023
The IRS released proposed regulations regarding the investment tax credit under IRC Section 48. Discover key insights and guidance about the new regulations.
35:42
Speakers: Sarah McGregor, David Mohimani
Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.