Recent Insights
Webinar Recording
July 30, 2024
Gain insights into the Inflation Reduction Act and clean energy tax credits. Review Section 6418 transfers and monetizing energy incentives.
22:50
Speakers: Jim Holman
Determine best practices for data integration across systems and risk mitigation for ERP implementation.
Article
July 30, 2024
Discover the essential steps for IPO readiness; our checklists cover financial planning, SEC compliance and corporate governance.
Webinar Recording
July 29, 2024
Unlock the potential of strategic tax planning to maximize savings and ensure compliance. Explore tax credits, incentives and other strategies.
Newsletter
July 29, 2024
Find out important details about the new Government Accounting Standards Board (GASB) Statement issued in the second quarter of 2024.
Alert
July 26, 2024
Learn strategies to reduce cybersecurity risks in your IT supply chain and ensure business continuity in the face of potential disruptions.
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.
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.