Recent Insights
Webinar Recording
November 7, 2025
Watch this in depth session on Opportunity Zones 2.0. Explore tax incentives, compliance updates, and strategies for Qualified Opportunity Funds.
Webinar Recording
November 7, 2025
Watch and learn how modern AI dashboards and data automation help executives with real-time analytics, transform strategy, and drive business growth.
Report
November 4, 2025
Our CFO survey reveals mid-market CFO focus areas — data integration, forecasting, talent and AI. Get the full 2025 report and 12-action roadmap today.
30:30
Speakers: Steven J. Ursillo, Jr.
Learn how AI compliance frameworks like SOC 2, ISO 42001, and NIST build trust, manage risk, and ensure responsible artificial intelligence governance.
Newsletter
October 30, 2025
Learn about FASB's three new ASUs issued in Q3 2025, covering credit losses, internal-use software, and derivative scope refinements.
Webinar Recording
October 28, 2025
Watch to learn how to manage fiduciary risk and liability. Explore new regulations, financial wellness strategies, and cost containment for retirement plans.
33:09
Speakers: Greg Kaupp
Learn how shifting your mindset helps you us AI effectively. Greg Kaupp shares key lessons on AI strategy, business automation, and digital growth.
Newsletter
October 24, 2025
Review key Q3 2025 SALT updates and uncover practical insights to guide compliance, planning and alignment with shifting state and local tax policies.
Webinar Recording
October 24, 2025
Watch to learn about Section 174 to 174A changes, new Form 6765 rules, and IRS guidance to optimize R&D tax credits and improve business cash flow.
Article
April 1, 2022
Updated: October 23, 2025
Learn how to obtain the IRS real estate professional tax status. Read about requirements, tax benefits and strategies to improve your qualifications.