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Insights

Recent Insights

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Podcast

January 23, 2025

24:31

Speakers: David Nissen, Drew Hinnant

Learn essential exit strategies for closely held businesses. Discover tips on ownership transitions, unlocking value, and securing your financial future.

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Article

April 12, 2019

How many revenue streams do your nonprofit have? Some organizations take the simple yet risky approach of having one main income source, and others depend on multiple revenue streams.

Webinar Recording

June 29, 2022

Hear important insights from the IRS and R&D Litigator on claiming tax credits and avoiding exposure, potential red flags and more.

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Podcast

April 16, 2024

15:25

Speakers: Danny Martinez, Scott Anderson

Understand the new requirements of GASB 102 and the changes to government financial reporting and risk disclosure.

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Podcast

February 23, 2024

16:42

Speakers: Danny Martinez, Scott Anderson

GASB 101: A deep dive in to its impact on governmental accounting for compensated absences. Learn what's changing in public finance.

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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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Podcast

April 29, 2026

26:06

Speakers: Danny Martinez, Scott Anderson

Learn how GASB 103 updates MD&A reporting, including new criteria, implementation insights, and best practices for government financial reporting.

Alert

April 1, 2020

Learn more about the Coronavirus Aid, Relief, and Economic Security ("CARES") Act provisions that will impact individuals and business related to income taxes.

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Podcast

May 24, 2024

20:54

Learn about the 2024 OMB revisions to 2 CFR part 200 and how it will impact non-federal entities receiving grants and loans.

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Podcast

August 29, 2024

15:57

Speakers: Jenni Huotari

Listen to our 'Year of Efficiency' podcast for technology companies to discover how fostering a culture of collaboration inspires employees for greater growth.