Recent Insights
Webinar Recording
August 28, 2026
Watch and learn about Q3 2026 federal tax policy updates, tax legislation, SALT changes, election developments, and business tax planning strategies.
Article
August 24, 2026
Explore our 60-day budgeting guide for middle-market companies and find out how less formula complexity leads to more operational visibility.
Webinar Recording
December 9, 2025
Watch and learn how CFOs are modernizing finance through technology, data integration, and automation to achieve real-time, data-drive insights.
25:17
Speakers: Sarah McGregor, Barry M. Weins
Maximize tax savings with section 1202. Learn the qualifications, benefits and strategies to attract investors and grow business efficiently.
Article
June 8, 2026
Explore how multi-entity finance operations can use unified platforms and automation to reduce complexity, centralize workflows and scale effectively.
Article
August 14, 2025
Explore key use cases for generative AI in finance, from FP&A forecasting to AP/AR automation, and see how to measure ROI.
Webinar Recording
June 3, 2026
Watch and learn the latest Q2 tax policy changes under OBBBA, with insights on opportunity zones, depreciation, and strategic tax planning.
Article
September 26, 2025
Updated: August 18, 2026
Unlock smarter CFO budget planning for modern financial leaders. Explore strategies to drive value, overcome challenges and thrive in a dynamic market.
Webinar Recording
July 21, 2025
Watch our webinar to learn how 2025 tax reform impacts individuals and businesses in the first session of our six-part series.
Webinar Recording
January 20, 2025
Watch to learn strategic tax planning post-2024 election, including updates on TCJA, international tax, state and local changes, and estate planning.