Recent Insights
Webinar Recording
August 31, 2023
Stay ahead of ever-changing sales tax regulations in the technology industry. Watch our webinar for solutions to reduce sales tax risk.
07:26
In part one of this podcast series, hear about Opportunity Zone final regulations, tax incentives and other key highlights to come for investors.
Alert
November 10, 2021
Find out more on the expanded PPP eligibility released by the SBA, clarifying a number of questions to determine the maximum loan amout.
Case Study
March 6, 2026
Explore the importance of ERP for mergers and acquisitions, and learn why ERP systems and advisory services are essential for business transformation.
Webinar Recording
November 16, 2021
Watch our 2021 Year-End Tax Planning for Individuals webinar to learn tax-saving steps individuals and families can take before the year ends.
22:24
Speakers: David Nissen, Kyle Nevins
Learn how to prepare for a business sale with valuation strategies, market insights, and financial tips to achieve a successful and profitable transaction.
21:14
Speakers: Danny Martinez, Scott Anderson
Understand GASB 101 requirements for journal entries, financial statement restatements, and how to prepare effective go-forward training plans.
09:57
Speakers: Gregory R. Kellar
Find out the necessary steps when starting a new business. In this podcast, we pay special attention to the importance of tax and business planning components.
Alert
October 29, 2019
Read more about the Section 965 transition tax over-payments, a 2017 tax liability introduced in the Tax Cuts and Jobs Act (TCJA).
18:00
Speakers: Danny Martinez, Scott Anderson
Learn how GASB 103 has changed proprietary fund classification, financial statement presentation, and reporting requirements for governments.