Recent Insights
Newsletter
January 20, 2026
Explore key updates from the January 2026 tax policy review, including government funding progress, new tax reform guidance, IRS changes and global negotiations.
Webinar Recording
June 27, 2025
Watch and learn 2025 disclosure changes to Form 6765 and how to maintain compliance with new R&D tax credit rules under IRC Sections 41 and 174.
42:41
Speakers: Sam McCarthy, Kia Powell, Jay Zanone III
Learn how CFOs and HR leaders are navigating pay transparency, workforce trends, and compensation strategies to attract top finance talent in 2025.
Webinar Recording
March 28, 2025
Watch our R&D tax credit strategy webinar and learn how to optimize your R&D claims and comply with Section 174 capitalization rules in 2025.
Webinar Recording
August 1, 2025
Watch to learn how 2025 tax reform impacts R&D credits, bonus depreciation, and energy incentives, including updates to Section 174 and QPP.
Article
June 13, 2025
Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.
Article
October 29, 2024
Learn why AML model validation is essential for regulatory compliance and how periodic validations help banks avoid fines, reduce risks and ensure accuracy.
20:43
Speakers: Sarah McGregor
Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.
Article
November 18, 2025
Discover how transfer pricing strategies can help MNEs navigate tariffs and optimize supply chains in today’s complex global trade environment.
Article
October 9, 2025
Explore how using generative AI in internal audit enhances efficiency. Uncover governance framework tips to support compliance and mitigate risks.