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Insights

Recent Insights

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Article

October 31, 2025

Explore how Opportunity Zone (OZ) investors can prepare for the expiration of capital gains deferral, from fair market valuation to liquidity planning.

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Article

January 23, 2025

Updated: March 3, 2026

Learn the benefits of partnering with TPAs for insurance risk management, claims processing and customer service while maintaining compliance.

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Alert

March 2, 2026

GASB 105 updates and replaces existing guidance for subsequent events in government financial reporting. Understand the practical considerations.

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Alert

March 2, 2026

GASB 104 establishes new disclosure requirements for certain capital asset categories and assets held for sale. Understand the practical considerations.

Two men in a industrial plant wearing construction hats looking at a laptop

Case Study

February 25, 2026

Learn how a civil contracting company achieved a successful IPO with CFO advisory support, accelerated PCAOB audits, SEC reporting & tax compliance.

Abstract Wave Purple Glow Neon Energy

Case Study

February 25, 2026

Explore how our Sales & Use Tax and CFOA Technology Advisory teams enabled an efficient migration of exemption certificates for a major manufacturer.

Video

February 20, 2026

Preview what we cover in our comprehensive guide to understanding the financial regulations attached to federal grant and contract funding awards.

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Article

February 19, 2026

Form I-9 verifies an employee's identity and eligibility to work in the U.S. Make sure your business is audit-ready with our compliance guide.

The front of the Internal Revenue Service building

Article

February 19, 2026

The finalized Form 6765 instructions mark the IRS's shift to a project-specific disclosure approach. Explore what the new rules mean for R&D tax credits.