Recent Insights
Webinar Recording
July 30, 2024
Gain insights into the Inflation Reduction Act and clean energy tax credits. Review Section 6418 transfers and monetizing energy incentives.
Article
June 9, 2023
Gain a comprehensive understanding of accounting treatment, regulatory updates, and best practices to successfully navigate digital asset adoption.
20:46
Speakers: Jim Holman
Learn how to develop an effective ERP strategy that aligns with your business goals, focusing on change management and stakeholder engagement.
Article
May 15, 2023
Get a comprehensive understanding of SOC reporting and its crucial role in the digital age. Learn about SOC 1 and SOC 2 reports, who needs them and their advantages.
Article
April 19, 2023
Learn from recent court cases how to avoid losing your R&D tax credit claims by maintaining detailed documentation of your qualified research expenditures.
Article
December 8, 2025
Explore the three core moves financial leaders can make using Sage Intacct to drive resilience and growth in today's uncertain market successfully.
Webinar Recording
August 14, 2024
Watch to gain insights on form 6765 for R&D tax credit claims. Learn the latest filing requirements and how to accurately complete the form.
Article
August 20, 2025
See how Sage AI and ERP tools like Intacct help CFOs automate financial processes, boost accuracy and enhance decision-making across industries.
Webinar Recording
March 14, 2023
Watch our webinar to learn about IRC Section 174 R&D qualifying expenses and how to file for the accounting method change through IRS guidance.
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.