Recent Insights
Article
February 19, 2025
Updated: June 9, 2025
Middle-market chief financial officers in 2025 must balance technology, strategy and growth. Explore key CFO challenges and solutions here.
Article
August 25, 2025
Learn how the New Market Tax Credit (NMTC) double round of financing boosts funding potential for organizations investing in low-income communities.
Article
September 16, 2026
Understand how the end of beneficial ownership information (BOI) reporting requirements impacts foreign businesses and previously collected data.
Article
November 6, 2023
Explore how the Technology Optimization Model aids businesses in leveraging advanced technologies, big data, and analytics to navigate an uncertain future.
Article
March 25, 2026
Uncover why organizations gain an advantage by recruiting talent based on proven capabilities and outcomes, not titles, in today's productivity-first market.
27:36
Speakers: Sarah McGregor, Kasey Pittman
Learn how upcoming IRS leadership changes and staffing cuts will affect agency operations, taxpayer services, and compliance strategies in 2025.
Article
February 10, 2025
Learn about the Treasury's final regulations on basis shifting transactions and how the new IRS rules impact partnership tax compliance in 2025.
Webinar Recording
November 27, 2024
Watch to learn key 2024 tax-saving strategies for businesses, including IRS guidance and tax changes in 2025 to maximize savings and reduce taxable income.
Article
January 22, 2026
Learn how forming a Massachusetts Securities Corporation (MSC) helps VC-backed companies avoid excise tax, and decide if it's right for your business.
Alert
May 15, 2025
Stay informed on current U.S. trade policy updates, including global tariffs, Chinese import tariffs, and possible new levies on lumber, copper and more.