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Insights

Recent Insights

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Podcast

April 17, 2025

22:19

Speakers: Marci Spivey, David Nissen, Michael G. Kirkman

Explore business succession and estate planning strategies to minimize taxes, preserve wealth, and guide the next closely held business owners.

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Podcast

April 9, 2025

27:36

Speakers: Brooks E. Nelson, Sarah McGregor, Kasey Pittman

Learn how upcoming IRS leadership changes and staffing cuts will affect agency operations, taxpayer services, and compliance strategies in 2025.

Business person working on a laptop using AI to help manage data storage

Article

April 3, 2025

Learn how Managed Services Providers (MSPs) are integrating AI and automation to improve cybersecurity, asset management and IT monitoring.