Recent Insights
Webinar Recording
October 9, 2026
Learn how modern CFOs can drive finance modernization with AI, automation, forecasting and finance transformation.
Article
October 9, 2026
Explore how Revenue Procedure 2026-32 provides a clearer path to Section 174A compliance and correcting research expenditure accounting methods.
47:12
Speakers: Sam McCarthy, Ryan Delaney
Learn when to bring in senior finance consultants to help teams maintain continuity, fill leadership gaps and support critical projects and business change.
Article
October 7, 2026
Understand how companies coming out of losses can claim R&D tax credits for prior years without amending returns as they approach profitability.
13:07
Speakers: Daniel Wheadon, Vivian Kohrs
Learn how Section 174 changes, Form 6765 updates and documentation requirements are shaping R&D tax credit compliance for technology companies.
Alert
September 24, 2026
The Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 (H.R. 5334) imposes sanctions, tariffs and prohibitions related to Russia. Get the details.
Article
September 21, 2026
Discover how technology CFOs operate as finance architects, the finance function elements they're responsible for connecting and how they can start.
Article
September 21, 2026
Discover what technology paralysis looks like, why technology companies face finance modernization delays and practical actions to move forward.
Article
September 21, 2026
Discover what the digital core is in technology, why it matters now, practical steps to develop it and what it enables tech companies to focus on next.
Alert
September 23, 2026
CAPE Phase III launches on October 6, 2026, allowing certain finally liquidated entries to be submitted electronically for IEEPA tariff refunds.