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Insights

Recent Insights

Alert

March 26, 2020

Discover three year-end planning techniques relating to R&D tax credits and revenue recognition that may help save technology companies money in 2019.

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Article

May 21, 2025

Updated: July 31, 2025

Learn why home service companies, like HVAC, plumbing and pest control, are prime targets for private equity firms. Discover how to offset the risks here.

Podcast

September 6, 2024

15:09

Speakers: Lori Smith, Jacqueline (J.C.) Tuthill, John Collier

Understand how business interruption insurance offers private equity firms protection against natural disasters, supply chain disruptions, and cyberattacks.

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Article

July 18, 2025

Updated: August 4, 2026

See how CFOs can get real-time financial tracking with Sage Intacct ERP accounting software and help firms improve their cost control measures.

Webinar Recording

May 20, 2026

Watch and learn how the Section 179D sunset impacts architects and engineers, plus key tax planning strategies before the June 2026 deadline.

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Case Study

June 11, 2026

Learn how a retail SaaS company improved multi-entity accounting, SaaS KPI tracking, and financial reporting after rapid acquisitions.

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Podcast

May 29, 2024

16:25

Speakers: Martin Karamon, Vivian Kohrs

Listen in to learn about intercompany IP agreements and Section 174 implications for overseas R&D. Prevent double capitalization and manage risks.

Newsletter

May 20, 2024

Our April 2024 Regulatory Compliance Digest showcases updates from FFIEC, FinCEN, CFPB, FDIC, federal bank regulatory agencies and more.

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Article

October 29, 2025

Updated: December 22, 2025

Understanding endowment accounting is vital for maintaining regulatory compliance and donor trust. Explore the core principles in our guide for nonprofits.