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Insights

Recent Insights

Tax Beat Podcast thumbnail

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.

Man in a hard hat and safety vest on a construction site with heavy equipment

Article

March 17, 2026

Find out how the right equipment dealer ERP system can help CFOs integrate workflows, prevent revenue leakage and drive finance modernization.

North Carolina Capitol Building at night

Article

March 13, 2025

Review key takeaways from the NCGFOA Spring Conference, including GASB updates, budgeting rules, AI ethics and economic forecasts for NC.

Risk & Accounting Advisory Podcast thumbnail

Podcast

May 20, 2025

09:04

Speakers: Yani Diaz, Ann-Blair Jamison

Learn how internal audit teams use data analytics to identify control weaknesses, ensure compliance, and make better data-driven decisions.

Alert

March 2, 2021

Taxpayers in Texas impacted by the recent winter storms will have until June 15, 2021, to file federal individual and business tax returns.

Article

September 27, 2023

Learn how your law firm can leverage technology to add client value. Discover legal software systems for long term success.