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Insights

Recent Insights

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Case Study

August 22, 2025

See how Section 179D and R&D tax credits can work together to reduce tax liability for architecture and engineering companies.

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Article

August 21, 2025

Understand how to mitigate generative AI risks in professional services through strict data governance, compliance monitoring and client communication.

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Article

August 20, 2025

See how Sage AI and ERP tools like Intacct help CFOs automate financial processes, boost accuracy and enhance decision-making across industries.

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Article

August 15, 2025

Discover what Sarbanes-Oxley Act (SOX) Section 404 is, its compliance requirements, and its implications for internal controls and financial reporting.

Architects looking over and making notes on blueprints laying on a table

Article

August 14, 2025

Learn how architecture and engineering firms, as well as construction companies, can claim R&D tax credits and document expenses for IRS compliance.

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Article

April 14, 2025

Family business succession planning protects your company’s legacy, ensures leadership continuity and minimizes risk. Explore our four-stage framework.