Recent Insights
Article
August 9, 2023
Understand SEC's pay versus performance disclosure rules. Learn how to calculate executive compensation and financial performance metrics.
Webinar Recording
November 18, 2025
Watch and learn 2025 year-end tax planning strategies to reduce taxable income and leverage OBBA benefits for your business before the year closes.
Webinar Recording
November 7, 2025
Watch and learn how modern AI dashboards and data automation help executives with real-time analytics, transform strategy, and drive business growth.
Article
September 9, 2026
The IRS' Automatic Exemption from Penalty (AEP) program streamlines and expands access to penalty relief for eligible taxpayers. Learn how it works.
21:51
Speakers: Sarah McGregor, Brian Dill, Oscar A. Osorio
Learn about FASB's new ASU 2023-09 rule and its impact on public and private companies' global tax disclosures.
Article
February 20, 2025
Understand IRS changes to Section 831(b) captives, including reporting rules, form 8886 disclosure and penalties for abusive tax schemes.
Article
April 24, 2025
Updated: March 20, 2026
Ensure BABA compliance by understanding key domestic content requirements, including U.S.-made materials, wavier guidelines and certification steps.
Video
June 18, 2025
Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.
Newsletter
November 19, 2025
Review key updates from the November 2025 tax policy review, including the US government reopening, new tax reform guidance and election outcomes.
Webinar Recording
November 13, 2025
Watch as CFOs discuss leadership, strategy, and professional growth. Learn what it takes to succeed in finance leadership today.