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Insights

Recent Insights

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Podcast

November 30, 2021

13:52

Speakers: Michael Valerio, Craig Hunter

Listen to our podcast to learn how and why tech companies may want to consider becoming a government contractor to work with the federal government.

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Podcast

November 5, 2021

08:53

Speakers: Christopher L. Lewis

Listen to our podcast to learn more on the Direct Recognition Variable Investment Plan (DR-VIP), a retirement plan with higher limits than a 401(k) & profit-sharing plan.

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Podcast

September 17, 2021

37:10

Speakers: Brooks E. Nelson, Sarah McGregor, Brian Dill

Listen to our podcast as we discuss key highlights and surprises of the draft bill legislation, including proposed tax rate changes & the taxpayers who may be impacted.

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Podcast

September 28, 2021

28:45

Speakers: Brooks E. Nelson, Sarah McGregor

Listen to our podcast to learn how companies can fund part of their digital transformation with federal and state tax credits for increasing R&D activities.

Webinar Recording

September 14, 2021

Listen to key sales and use tax topics for tech companies regarding economic nexus, product and service taxability, sourcing SaaS and more.

Case Study

September 13, 2021

Learn how we helped two technology companies identify and address their sales tax obligations at different points of the acquisition process.

Article

August 31, 2021

Millions of 2019 and 2020 returns are still waiting to be processed. Find out what it means for you & how to check your refund status.

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Podcast

August 31, 2021

34:39

Speakers: Brooks E. Nelson, Sarah McGregor, David Flinchum

Listen to our podcast to learn about the SECURE Act as we discuss current trends in employer retirement savings plans and more.

Article

August 30, 2021

The legislation that revised the IRC conformity date in the Florida Income Tax Code has been signed. Find out how this may impact your corporation’s 2020 income tax liability.

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Podcast

August 2, 2021

40:00

Speakers: Brooks E. Nelson, Sarah McGregor, Brian Dill

Listen to our Tax podcast as we review Treasury’s Green Book & learn about the potential impact of proposed changes to U.S. based multinational companies.