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Insights

Recent Insights

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Podcast

January 18, 2024

28:37

Speakers: Laurel Tinsley, Sarah McGregor

The Innovate Fund secures $50M NMTC allocation for community development. Learn about the NMTC and it's impact on low-income regions.

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Article

January 5, 2024

Discover how Sage Intacct can strengthen your financial tech stack against economic downturns. Explore 5 key strategies for resilient finance management.

Tax Beat Podcast thumbnail

Podcast

December 13, 2023

35:42

Speakers: Sarah McGregor, David Mohimani

Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.

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Podcast

December 14, 2023

22:00

Explore the latest technology and trends from Microsoft Ignite 2023. Dive into AI, Microsoft Copilot, Power Platform and Verdocs integration.

Article

December 7, 2023

Discover more about FinCEN's Final Rule regarding using FinCEN identifiers to report beneficial ownership information (BOI) of entities.

Webinar Recording

December 6, 2023

Watch our webinar for an introduction to Alteryx Designer. Discover the art of data shaping. Connect, transform, and automate data for insightful analytics.