Recent Insights
22:19
Speakers: Marci Spivey, David Nissen, Michael G. Kirkman
Explore business succession and estate planning strategies to minimize taxes, preserve wealth, and guide the next closely held business owners.
Article
April 17, 2025
See how Sage Intacct and Sage X3 leverage AI to automate processes, reduce manual tasks and drive strategic business insights.
Webinar Recording
April 17, 2025
Watch for insights on TCJA 2.0 and budget reconciliation, including corporate tax cuts, estate tax changes, and the future of R&D expensing.
Webinar Recording
April 14, 2025
Watch this webinar recording for seven key insights for a successful GASB 101 implementation and how to navigate compensated absences reporting.
Article
April 14, 2025
Learn how strategic succession planning protects your business legacy, ensures leadership continuity and minimizes risk in family-owned companies.
20:11
Speakers: Laurel Tinsley, David Altman
Learn how NMTCs attract private investment, boost community development, and support nonprofits in creating jobs and services in low-income areas.
Alert
April 10, 2025
Understand the budget resolution's impact on 2025 tax reform, including proposed tax cuts, deficit reduction and shifts in federal tax policy.
27:36
Speakers: Brooks E. Nelson, Sarah McGregor, Kasey Pittman
Learn how upcoming IRS leadership changes and staffing cuts will affect agency operations, taxpayer services, and compliance strategies in 2025.
Newsletter
April 9, 2025
Our Q2 Regulatory Compliance Digest provides the latest updates from FinCEN, CFPB, FDIC, OFAC, and federal bank regulatory agencies.
21:14
Speakers: Danny Martinez, Scott Anderson
Understand GASB 101 requirements for journal entries, financial statement restatements, and how to prepare effective go-forward training plans.