Recent Insights
Article
June 3, 2025
Learn the full SOC 2 timeline, from readiness assessment to report issuance, and what to expect at each phase of your SOC 2 audit journey.
Alert
August 22, 2024
Learn about the new proposed DoD DFARS amendments for CMMC 2.0 requirements for defense contracts to ensure cybersecurity compliance.
33:09
Speakers: Greg Kaupp
Learn how shifting your mindset helps you us AI effectively. Greg Kaupp shares key lessons on AI strategy, business automation, and digital growth.
Article
October 21, 2024
Learn how key House and Senate elections will shape tax policies, including potential changes to the Tax Cuts and Jobs Act and corporate tax rates.
Video
December 12, 2023
Discover key data privacy and cybersecurity challenges in Private Equity M&A. Learn how to protect your investment and mitigate cyber breach risk.
Alert
October 7, 2025
Seeking insights into what to expect during the second week of the 2025 federal government shutdown? Explore answers to frequently asked questions.
25:11
Speakers: Sarah McGregor, Lauren Stinson, Brian Dill
Tax advice for companies expanding to the U.S.: Understand GST tax vs. sales tax, compliance differences, nexus, and outsourced solutions.
Article
January 8, 2024
Learn how Determining an ERP Strategy & Roadmap is Crucial for Aligning Solutions with Business Needs and Goals Across Your Enterprise.
26:20
Speakers: Sarah McGregor
Learn about PL 86-272's protection for small businesses and the MTC's new guidelines. Discover strategies to mitigate the business impact.
Article
February 10, 2025
The federal SALT cap impacts deductions for state and local taxes. Find out how states’ PTE tax regimes will be impacted in 2025 with TCJA’s expiration.