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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

May 28, 2025

Updated: August 19, 2025

Real estate investors can lower taxes by understanding classification rules. Learn key factors the IRS uses to determine dealer versus investor status.

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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.

Man mining cryptocurrency at computer

Article

May 1, 2025

Updated: August 12, 2025

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

Members of a family business looking at a clipboard in a warehouse

Article

April 14, 2025

Updated: August 12, 2025

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