Recent Insights
20:46
Speakers: Jim Holman
Learn how to develop an effective ERP strategy that aligns with your business goals, focusing on change management and stakeholder engagement.
12:37
Speakers: Marci Spivey, Michael G. Kirkman
Get insights on the federal estate tax exemption changes coming in 2025. Learn how to plan effectively and maximize tax benefits.
Article
June 28, 2024
Find out what third-party risk management (TPRM) is and how to create a data-driven strategy to help avoid common challenges organizations face.
13:51
Speakers: Jim Holman
Learn to identify ERP failure signs, how to address them and explore strategies to avoid common pitfalls in ERP implementation.
Report
June 18, 2024
Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.
Webinar Recording
June 11, 2024
Watch our 2024 ERC update to learn how the Tax Relief Act impacts your employee retention credit eligibility and claiming process.
25:17
Speakers: Brooks E. Nelson, Sarah McGregor, Barry Weins
Maximize tax savings with section 1202. Learn the qualifications, benefits and strategies to attract investors and grow business efficiently.
Article
June 10, 2024
Unlock the potential of AI for finance operations, explore use cases and best practices for workflow automation and predictive analytics.
Article
June 5, 2024
Understand the new SEC cybersecurity rules and develop a compliant incident response program for effective risk management and governance.
26:20
Speakers: Brooks E. Nelson, Sarah McGregor
Learn about PL 86-272's protection for small businesses and the MTC's new guidelines. Discover strategies to mitigate the business impact.