Recent Insights
23:02
Speakers: John Bartz
Explore the 6 costly mistakes companies make during accounting software upgrades and how your business can avoid them to ensure a smooth transition.
Webinar Recording
September 14, 2021
Listen to key sales and use tax topics for tech companies regarding economic nexus, product and service taxability, sourcing SaaS and more.
Article
February 10, 2025
Learn how a Community Development Entity (CDE) builds trust, secures NMTC funding and drives projects in low-income communities.
26:55
Speakers: Kurt Manske, Marc Montoro
Dive into the HITRUST framework, exploring its certifications, benefits, and why it's essential for achieving industry compliance and strong security.
Article
January 29, 2021
Learn more about IRC Section 1061 Final Carried Interest Regulations and consult our tax professionals to determine how this may affect you.
Webinar Recording
June 7, 2023
Discover the essential knowledge for New Markets Tax Credit (NMTC) allocation applications, compliance, and reporting requirements.
Article
October 20, 2022
Learn the role of data and analytics, where and how to get started using it & how to interpret the insights to drive successful digital transformation for your business.
Article
April 5, 2021
Learn more about the new IRS Chief Taxpayer Experience Officer position created to help unify and expand efforts to better serve taxpayers.
Article
December 2, 2024
Learn how restaurants and food retailers can reduce waste and maximize tax benefits with enhanced deductions for food donations under IRS guidelines.
Webinar Recording
September 4, 2024
Watch to gain a deeper understanding of NMTCs, CDFI funding and how to implement strategic plans that drive community development.