Recent Insights
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
Enhance your financial reporting process with these 10 tips. Ensure accuracy, timeliness and compliance for better business decisions.
Article
June 10, 2024
Unlock the potential of AI for finance operations, explore use cases and best practices for workflow automation and predictive analytics.
Alert
June 7, 2024
The 5th Circuit Court vacated the SEC's rule on private fund advisors, citing overreach of authority. Learn the impact on fund advisors.
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.
Article
June 3, 2024
Effective risk mitigation strategies for companies impacted by PCAOB auditor bans. Ensure SEC compliance and maintain financial controls.