Recent Insights
Article
November 11, 2024
Learn how to maximize your IRA returns with real estate investments while staying compliant with IRS regulations, including UBIT and form 990-T filing.
Article
November 11, 2024
Learn how tabletop exercises in both incident response and business continuity help businesses manage crises from cyberattacks to natural disasters.
26:55
Speakers: Marc Montoro, Steven J. Ursillo, Jr.
Dive into the HITRUST framework, exploring its certifications, benefits, and why it's essential for achieving industry compliance and strong security.
Webinar Recording
November 8, 2024
Learn strategies to manage employee health benefits and business insurance risks through data analytics and cost-effective risk mitigation techniques.
Article
November 6, 2024
Learn the key steps in the business site selection process, from feasibility analysis to negotiating tax credits and incentives.
Webinar Recording
November 6, 2024
Watch our webinar to master exit planning in Opportunity Zone investing. Learn how to maximize your return when selling Opportunity Zone investments.
Article
October 28, 2024
Review the IRS, FEMA, and state tax disaster relief options available to hurricane victims, including casualty loss deductions and deadline extensions.
Newsletter
October 30, 2024
Find out important details about GASB statement 104 as well as recent practice insights for CECL, PCC alternative, and equity method accounting.
Webinar Recording
September 11, 2024
Watch to learn what accounting co-sourcing is, its benefits, and how it differs from outsourcing. Discover if it's the right solution for you.
Article
October 3, 2024
Learn how the 2017 Tax Cuts and Jobs Act expiration in 2025 will affect federal income tax rates, personal exemptions, and potential filing complexities.