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Insights

Recent Insights

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Podcast

February 6, 2023

27:03

Speakers: Deborah Walker, Sarah McGregor

Learn more about many new retirement plan provisions in the SECURE 2.0 Act. We explain changes to RMD, 529 plans, catch-up contributions, and more.

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Alert

March 2, 2026

GASB 105 updates and replaces existing guidance for subsequent events in government financial reporting. Understand the practical considerations.

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Newsletter

May 21, 2026

Uncover notable updates from the May 2026 tax policy review, including government funding, potential legislation and trade policy developments.

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Podcast

June 2, 2026

18:00

Speakers: Danny Martinez, Scott Anderson

Learn how GASB 103 has changed proprietary fund classification, financial statement presentation, and reporting requirements for governments.

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Podcast

March 6, 2025

20:15

Speakers: Danny Martinez

Learn best practices for GASB 101 policy assessment. Evaluate procedures, improve controls, and streamline government financial reporting compliance.

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Webinar Recording

November 6, 2024

Learn how 3rd party tools can enhance your accounting processes, from expense management to budgeting, by automating tasks and increasing efficiency.

Webinar Recording

March 26, 2025

Watch to learn how nonprofits and government entities can leverage direct pay credits for clean energy funding, tax relief, and financial sustainability.

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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.

Historic Capitol building in Tallahassee, Florida

Alert

July 15, 2025

Learn how Florida's repeal of its commercial rent tax will impact business leases and what steps landlords and tenants should take before October 2025.

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Podcast

January 18, 2024

28:24

Speakers: Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.