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.
25:17
Speakers: 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.
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: 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 3, 2024
Effective risk mitigation strategies for companies impacted by PCAOB auditor bans. Ensure SEC compliance and maintain financial controls.
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.
25:33
Speakers: Tony Konkol , Mark R. Arrigo
Listen to learn key insights in to Virginia's Pass Through Entity Tax updates and how the can optimize your business taxes.