Recent Insights
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.
Report
February 25, 2026
Private equity rebounded in 2025 with over 9,000 transactions totaling $1.2 trillion in value. Explore market trends, industry insights and 2026 forecast in our report.
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.
Newsletter
February 19, 2026
Discover key updates from the February 2026 tax policy review, including government funding developments, new tax reform guidance and IRS changes.
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.
Article
February 17, 2026
Delve into how the 2026 midterm elections may impact the Senate and the future of U.S. tax policy, and get the latest updates as developments occur.
Article
February 17, 2026
Understand how the 2026 midterm elections may impact the House of Representatives and tax policy, and stay informed on the latest developments.
Article
February 17, 2026
Explore the possible outcomes of the 2026 midterm elections, their implications, expectations for the 120th Congress and the latest policy updates.
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.
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.