Insights

Explore the June 2026 Tax Policy Review for the latest on Social Security projections, trade policy shifts, IRS updates and midterm implications.

Uncover 4 steps organizations can take to drive efficiency and operational improvement during leadership transitions, including a practical checklist.

Watch to learn key 2026 R&D tax credit changes, July 6 deadlines, and how AI impacts IRC Section 41 qualification and compliance requirements.

Explore how organizations can navigate state decoupling from bonus depreciation using Tangible Property Regulations to optimize their deduction strategy.

Learn why leadership succession planning is crucial amid the senior talent exodus and the five key elements of a plan to strengthen leadership pipelines.

Uncover how cloud and data migration benefits modern mid-size organizations by driving efficiency, scalability and innovation, and learn why it's important.

Explore the court cases that expanded COVID-19 tax relief and learn how to claim your IRS pandemic penalty refund before the July 10, 2026, deadline.

Watch and learn advances Sage Intacct + Ramp integration patterns, including GL, AP, and hybrid workflows to improve spend visibility and automation.

Explore how multi-entity finance operations can use unified platforms and automation to reduce complexity, centralize workflows and scale effectively.

Watch and learn the latest Q2 tax policy changes under OBBBA, with insights on opportunity zones, depreciation, and strategic tax planning.