Recent Insights
Article
May 14, 2026
Updated: August 17, 2026
Discover how a modern finance operations model combines both outsourced accounting and CFO services to improve decision-making and growth.
Article
April 9, 2026
Explore why SOC report quality matters more than speed and how credible assurance hinges on rigor, operating effectiveness and evidence‑based testing.
Alert
May 27, 2024
South Carolina enhances the Abandoned Buildings Revitalization Act, raising tax credits to $700K and extending the act through 2035. Learn more.
Article
May 4, 2026
Ready to take your company public? Learn about the IPO process, including key steps and common challenges, to prepare for a successful launch.
Article
August 2, 2024
Maximize your tax savings with Virginia's retroactive 2021 PTET. Learn how to file, amend returns and claim your VA PTET credit effectively.
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.
Article
March 19, 2026
IPO stands for initial public offering. Understand how an IPO works and what it means when a company goes public in our comprehensive guide.
Article
July 30, 2024
Updated: May 15, 2026
Understand how to prepare for an IPO with our readiness checklist. Discover key components of preparation and strategic considerations in our guide.
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.
Article
August 9, 2023
Understand SEC's pay versus performance disclosure rules. Learn how to calculate executive compensation and financial performance metrics.