Recent Insights
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.
25:17
Speakers: Brooks E. Nelson, Sarah McGregor, Barry M. 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.
Article
June 5, 2024
Discover the benefits of co-sourced accounting for your business. Find out how it can enhance and expand your current accounting team’s capabilities.
23:20
Speakers: Brooks E. Nelson, Sarah McGregor, Mike Grim
Discover how to navigate IRS audits on personal use of corporate jets in our latest podcast. Get tips from tax leaders to ensure compliance.
Article
May 15, 2024
Understand the key differences between a data lake and a data warehouse. Discover Microsoft Azure Data Lake and Microsoft Purview data strategy capabilities.
Article
May 15, 2024
Discover how IRS Notice 2024-35 offers penalty relief for RMD failures and what this means for beneficiaries of retirement accounts in 2024.