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Insights

Recent Insights

Two men in a industrial plant wearing construction hats looking at a laptop

Case Study

February 25, 2026

Learn how a civil contracting company achieved a successful IPO with CFO advisory support, accelerated PCAOB audits, SEC reporting & tax compliance.

Abstract Wave Purple Glow Neon Energy

Case Study

February 25, 2026

Explore how our Sales & Use Tax and CFOA Technology Advisory teams enabled an efficient migration of exemption certificates for a major manufacturer.

The front of the Internal Revenue Service building

Article

February 19, 2026

The finalized Form 6765 instructions mark the IRS's shift to a project-specific disclosure approach. Explore what the new rules mean for R&D tax credits.

Meals on wheels facility

Case Study

February 11, 2026

See how strategic financing and capital campaigns are helping Meals on Wheels Greenville expand services, food access, and support aging adults.

Roof of the California Capitol building in Sacramento

Article

February 11, 2026

Discover how SB 711 reshapes California R&D tax credits for 2026 with ASC adoption, immediate expensing and planning opportunities for businesses.