Recent Insights
Article
June 5, 2024
Updated: September 15, 2026
Discover the benefits of co-sourcing your business's accounting function. Find out how it can enhance and expand your current capabilities.
Newsletter
September 15, 2026
Explore the latest updates in our September 2026 tax policy review, including developments in government funding, economic outlook and trade policy.
Article
February 17, 2026
Updated: September 14, 2026
Understand how the 2026 midterm elections may impact the House of Representatives and tax policy, and stay informed on the latest developments.
08:40
Speakers: Carolyn Smith Driscoll, Adam Hunter
Learn what qualifies for life sciences R&D tax credits, where companies miss opportunities, and how documentation can help support stronger claims.
Webinar Recording
September 10, 2026
Watch and discover how to build, manage, and monitor annual budgets using FP&A standards, financial forecasting, AI, and performance dashboards.
Article
September 9, 2026
The IRS' Automatic Exemption from Penalty (AEP) program streamlines and expands access to penalty relief for eligible taxpayers. Learn how it works.
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.
Article
October 9, 2025
Updated: August 21, 2026
Understand the benefits of outsourced accounting services and how outsourcing can offer more advantages than in-house accounting and bookkeeping.
Article
August 19, 2026
Explore what operators can learn about how cannabis rescheduling is reshaping the industry as Trulieve becomes the first operator on the NYSE.