Recent Insights
28:06
Speakers: Sarah McGregor, Nelson C. Yates II
Learn how middle-market CFOs can navigate international tax, transfer pricing, and global compliance to manage risk and support growth in 2026.
Article
October 10, 2024
Maintain sales tax compliance and audit readiness by using accurate product tax codes. Learn how correct codes protect your business from costly penalties.
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.
13:56
Speakers: Lauren Stinson, Megan Hutchinson
Find out sales tax best practices for technology sellers as we discuss marketplace sales, tax-exempt wholesalers' sales, and sales tax technology solutions.
Webinar Recording
June 3, 2026
Watch and learn how IEEPA tariff refunds impact accounting, audit, and tax under ASC 740, including financial reporting and audit readiness strategies.
Webinar Recording
September 16, 2025
Learn how 2025 tax reform reshapes international tax: GILTI to NCTI, FDII to FDDEI, foreign tax credit limits, and modeling tips for multinationals.
Article
May 22, 2025
Updated: January 9, 2026
Learn how R&D capitalization works, its benefits and about the proposed changes that could affect the existing process under Section 174.
25:11
Speakers: Sarah McGregor, Lauren Stinson, Brian Dill
Tax advice for companies expanding to the U.S.: Understand GST tax vs. sales tax, compliance differences, nexus, and outsourced solutions.
28:46
Speakers: Sarah McGregor, Rick Woods
Learn how IRS regulations define micro-captive insurance and what qualifies as a listed transaction or transaction of interest under section 831(b).
Alert
June 12, 2025
The Tax Court's ruling on Soroban Capital redefines how fund managers view limited partner tax exposure under IRC Section 1402.