Recent Insights
30:30
Speakers: Steven J. Ursillo, Jr.
Learn how AI compliance frameworks like SOC 2, ISO 42001, and NIST build trust, manage risk, and ensure responsible artificial intelligence governance.
Webinar Recording
October 28, 2025
Watch to learn how to manage fiduciary risk and liability. Explore new regulations, financial wellness strategies, and cost containment for retirement plans.
33:09
Speakers: Greg Kaupp
Learn how shifting your mindset helps you us AI effectively. Greg Kaupp shares key lessons on AI strategy, business automation, and digital growth.
Newsletter
October 24, 2025
Review key Q3 2025 SALT updates and uncover practical insights to guide compliance, planning and alignment with shifting state and local tax policies.
Webinar Recording
October 24, 2025
Watch to learn about Section 174 to 174A changes, new Form 6765 rules, and IRS guidance to optimize R&D tax credits and improve business cash flow.
Webinar Recording
October 23, 2025
Watch to learn the foundation of ethical behavior in accounting. Explore real-world examples and earn your Virginia CPA ethics CPE.
Newsletter
October 16, 2025
Review key updates from the October 2025 tax policy review, including government funding, tax reform impacts and the priority guidance plan release.
Article
July 7, 2025
Learn how Public Law 86-272 protects out-of-state businesses from state income taxes and how digital activity may affect these protections today.
Webinar Recording
October 14, 2025
Watch and learn how GovCon CFOs can navigate CMMC compliance. Understand certification, audits, and steps for DoD cybersecurity requirements.
Article
October 14, 2025
Explore how setting up automated cash flows for Capital Expenditures (CapEx) automation can unlock up to 40% time savings and operational agility.