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Insights

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.

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Article

June 9, 2023

Gain a comprehensive understanding of accounting treatment, regulatory updates, and best practices to successfully navigate digital asset adoption.

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Podcast

July 15, 2024

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.

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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.

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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.

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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.

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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.

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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.