Recent Insights
20:55
Speakers: Tony Konkol
Learn how your businesses can capitalize on the NC pass-through entity tax (PTET) election and comply with each jurisdiction’s varying requirements when filing.
Case Study
November 18, 2022
Learn how we helped a middle-market professional services firm improve technologies, customer experiences, processes and culture with digital transformation.
18:43
Learn how to avoid early graduation from the SBA 8(a) Business Development Program, the transition steps and how to prepare for life beyond the program.
Article
August 24, 2026
Explore why taxpayers with pending Employee Retention Credit claim filings in 2026 now require a documented defense strategy and the risks they face.
Article
August 10, 2023
Pass-through entity taxes (PTET) are constantly changing on a state-by-state basis. Read this article to keep up with the latest PTET election news.
Article
September 9, 2022
IRS released Notice 2022-36 to provide penalty relief to taxpayers that faced hardships when filing their 2019 and 2020 tax returns. Learn more here.
Webinar Recording
October 20, 2022
Learn more about government contracts overhead rate audits, including system and documentation requirements, allowable and unallowable costs, & more.
25:03
Speakers: Sarah McGregor
The IRS released Rev. Proc. 2022-19 to offer relief for S Corporations that have issues with their organizational documents. Learn more here.
14:033
Speakers: Gregory Marx
Learn the benefits and differences between charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) from the income tax and estate tax perspectives.
26:05
Speakers: Sarah McGregor
Learn what is new in the final rule for Beneficial Ownership Information (BOI) reporting and what can companies do now to prepare.