Insights

Featured Insights

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Tax Policy Updates: Q2 2026

Webinar Recording

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Understanding Revenue Forecasting: Models, Benefits and Pitfalls

Article

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What Middle Market Technology Industry CFOs Are Prioritizing in 2026

Report

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Outsourced Accounting and CFO Advisory: The New Finance Operations Model

Article

Recent Insights

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Texas Enhances R&D Franchise Tax Credit: 2025 Legislative Updates and Strategic Implications

Article

July 10, 2025

Texas state legislature has enhanced the R&D franchise tax credit with the passing of Senate Bill 2206. Find out the details here.

R&D Tax Credits Tax Credits & Incentives Advisory

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Navigating the R&D Tax Credit Landscape: Disclosure Requirements & Quarter 2 Updates

Webinar Recording

June 27, 2025

Watch and learn 2025 disclosure changes to Form 6765 and how to maintain compliance with new R&D tax credit rules under IRC Sections 41 and 174.

Consumer Goods Financial Services Government Contracting Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity R&D Tax Credits Real Estate & Construction Tax Credits & Incentives Advisory Technology

U.S. Capitol building in Washing D.C. on a sunny day

Tracking Tax Reform: A Closer Look at the Senate Finance Committee Tax Framework

Article

June 19, 2025

Learn how the Senate tax plan extends key TCJA provisions, expands business credits and reshapes energy incentives under the new reconciliation bill.

Consumer Goods Corporate Tax Services Energy Tax Credits & Incentives Estates & Trusts Financial Services Healthcare Industrial Manufacturing International Tax Services Life Sciences Private Client Services Private Equity Professional Services R&D Tax Credits Real Estate & Construction State & Local Tax Tax Policy and Legislative Changes Tax Services Technology

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Tracking Tax Reform: Senate Finance Committee Releases Reconciliation Bill Text

Alert

June 17, 2025

Discover what's inside the Senate's reconciliation bill, including TCJA extension, QBI changes, SALT cap updates and international tax reform proposals.

Consumer Goods Corporate Tax Services Energy Tax Credits & Incentives Estates & Trusts Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services R&D Tax Credits Real Estate & Construction State & Local Tax Tax Policy and Legislative Changes Tax Services Technology

R&D Brainstroming Technology Engineering

Tax Policy Update and Tax Credit Opportunities

Webinar Recording

June 12, 2025

Watch and explore 2025 tax policy updates, TCJA expirations, and how to leverage the R&D tax credit for compliance and business tax savings.

Consumer Goods Financial Services Industrial Manufacturing Private Equity Professional Services R&D Tax Credits Real Estate & Construction Tax Credits & Incentives Advisory Technology

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From Inception To Exit: Navigating the Lifecycle of a Tech Startup Company

Article

June 6, 2025

Learn how tech startups evolve from inception to exit, covering capital raises, scaling operations, compliance and planning for IPO or acquisition.

Accounting Advisory Services Cybersecurity Deal Advisory Digital Advisory Outsourced Accounting Services R&D Tax Credits Recruiting & Staffing Services State & Local Tax Technology Transaction Tax Services Valuation Services

Unlocking Innovation: Navigating the R&D Tax Credit Landscape Quarter 1 Updates

Webinar Recording

March 28, 2025

Watch our R&D tax credit strategy webinar and learn how to optimize your R&D claims and comply with Section 174 capitalization rules in 2025.

Consumer Goods Financial Services Government Contracting Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity R&D Tax Credits Real Estate & Construction Tax Credits & Incentives Advisory Technology

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IRS Form 3115: Who Should Use It for Section 179D Tax Deductions?

Article

March 13, 2025

Learn about Form 3115, why it can't be used by designers and instead who should use this form for claiming Section 179D deductions.

Professional Services R&D Tax Credits Tax Credits & Incentives Advisory

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Prepare for Enhanced Documentation: IRS Releases Updated Draft Form 6765 and Instructions for 2025 R&D Tax Credits

Article

January 30, 2025

IRS Form 6765 now includes qualitative data reporting. Learn how to comply with updated R&D tax credit rules and optimize your claims for 2025.

Consumer Goods Financial Services Healthcare Industrial Manufacturing Life Sciences Private Equity Professional Services R&D Tax Credits Real Estate & Construction Tax Credits & Incentives Advisory Tax Provision Services (ASC 740) Technology

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Michigan Introduces New 2025 R&D Tax Credit

Article

January 29, 2025

Learn how Michigan's R&D tax credit benefits businesses in 2025. Discover key deadlines, QRE requirements and opportunities for collaboration.

Consumer Goods Financial Services Healthcare Industrial Manufacturing Life Sciences Private Client Services Professional Services R&D Tax Credits Real Estate & Construction Tax Credits & Incentives Advisory Technology

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