Insights

Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.

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

Explore key use cases for generative AI in finance, from FP&A forecasting to AP/AR automation, and see how to measure ROI.

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

Discover how CFOs can modernize financial operations with this strategic enterprise resource planning (ERP) system implementation checklist.

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

Learn how CDE's leverage New Markets Tax Credits to drive capital into underserved communities and maximize long-term community impact.

Learn how the 2025 tax reform affects construction tax planning with updates to PCM accounting, Section 179 expensing, bonus depreciation and more.

Learn how qualified production property is defined under the 2025 tax reform and how leveraging cost segregation analysis can enhance QPP deductions.

Watch to learn how 2025 tax reform impacts R&D credits, bonus depreciation, and energy incentives, including updates to Section 174 and QPP.