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.
Article
July 11, 2024
Find answers to your questions about R&D tax credits in our FAQs. Learn about tax savings, qualifying activities, and how to claim credits.
Article
June 28, 2024
Discover how ERP and automation tools can streamline your finance and accounting processes for better accuracy and efficiency. Transform your back office today!
Article
July 9, 2024
Discover essential updates to IRS Form 6765 for claiming R&D tax credits. Learn about new sections and detailed filing requirements.
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.
Article
June 28, 2024
Strengthen internal controls for successful SOX compliance. Learn how to identify inefficiencies, manage risks and implement solutions.
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
Enhance your financial reporting process with these 10 tips. Ensure accuracy, timeliness and compliance for better business decisions.