Insights

Learn about the updates in ASU 2023-09 aimed at enhancing income tax disclosures for public companies. Understand the new reporting requirements.

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.

Middle-market chief financial officers in 2025 must balance technology, strategy and growth. Explore key CFO challenges and solutions here.

Discover the latest updates in our July 2026 tax policy review, including new housing legislation, tax reform guidance and Treasury regulations.

Explore how tax provision automation and insight-driven processes help mid-market firms overcome challenges associated with ASU 2023-09 compliance.

Explore the court cases that expanded COVID-19 tax relief and learn how to claim your IRS pandemic penalty refund before the July 10, 2026, deadline.

Learn how the IRS extends catch-up contributions and Roth rules under SECURE Act 2.0. Find out how it affects your retirement planning.

Review your current tax accounting practices considering Notice 2024-12, Rev. Proc. 2024-9, and Notice 2023-63 for potential automatic changes.

Stay informed on current U.S. trade policy updates, including global tariffs, Chinese import tariffs, and possible new levies on lumber, copper and more.

Explore the differences between BSL versus PC CLOs and learn why independent valuations are vital for transparency and investor trust.