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Insights

Recent Insights

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Case Study

March 10, 2026

See how a community college foundation improved endowment compliance, cleaned financial data and aligned governance with UPMIFA standards.

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Article

March 6, 2026

Discover why taxpayers are shifting from boutique firms to full-service CPA firms as recent tax changes demand a holistic R&D tax credit claims strategy.

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Article

December 6, 2024

Updated: March 5, 2026

Virginia Enterprise Zone grants offer unique opportunities for VA businesses. Learn how to apply and align your goals with these powerful incentives.

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Case Study

March 5, 2026

Learn how advisory-driven recruiting solved a controller leadership gap and reduced operational risk for a fast-growing consumer goods company.

Webinar Recording

March 4, 2026

Watch our Q1 2026 R&D Tax Credit Update webinar to hear our team discuss key opportunities, compliance considerations and recent developments.

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Article

October 31, 2025

Explore how Opportunity Zone (OZ) investors can prepare for the expiration of capital gains deferral, from fair market valuation to liquidity planning.

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Article

February 20, 2025

Learn the 2026 professional services trends that are shaping the future of the industry, from strategic investments to technological innovation.

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Article

March 2, 2026

IRS Notice 2026-16 provides interim guidance on the new 100% depreciation allowance for QPP. Learn the key leasing rules and structuring implications.