Recent Insights
Webinar Recording
November 18, 2025
Watch and learn 2025 year-end tax planning strategies to reduce taxable income and leverage OBBA benefits for your business before the year closes.
28:18
Speakers: Steven J. Ursillo, Jr.
Discover the key drivers of AI compliance, from new regulations to vendor risk management, and learn how to prepare for AI governance challenges.
Webinar Recording
November 13, 2025
Watch as CFOs discuss leadership, strategy, and professional growth. Learn what it takes to succeed in finance leadership today.
Article
November 13, 2025
Tax provision automation enhances efficiency and compliance. Explore the software and roadmap companies can leverage to streamline their processes.
Webinar Recording
November 11, 2025
Watch and learn how IT risk assessments fuel cyber resilience, helping organizations identify vulnerabilities, mitigate threats, and stay compliant.
Webinar Recording
November 7, 2025
Watch and learn how modern AI dashboards and data automation help executives with real-time analytics, transform strategy, and drive business growth.
30:30
Speakers: Steven J. Ursillo, Jr.
Learn how AI compliance frameworks like SOC 2, ISO 42001, and NIST build trust, manage risk, and ensure responsible artificial intelligence governance.
Newsletter
October 30, 2025
Learn about FASB's three new ASUs issued in Q3 2025, covering credit losses, internal-use software, and derivative scope refinements.
Article
October 30, 2025
Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and optimize outcomes.
Webinar Recording
October 28, 2025
Watch to learn how to manage fiduciary risk and liability. Explore new regulations, financial wellness strategies, and cost containment for retirement plans.