Recent Insights
Webinar Recording
August 18, 2022
Learn about current challenges local government auditors and finance officials in North Carolina are facing and what the State is doing to help.
Video
October 4, 2021
Learn how we guided Colonna's Shipyard on its digital transformation journey by building a robust IT Infrastructure focused on automation, security, privacy & reliability.
Webinar Recording
September 11, 2024
Watch to learn what accounting co-sourcing is, its benefits, and how it differs from outsourcing. Discover if it's the right solution for you.
Article
August 26, 2026
Explore who should own AI security risk in tax, how the tax AI security triad assigns clear accountability across leadership and how to make the triad work.
29:03
Speakers: Sarah McGregor
Listen to our podcast to learn how to effectively file, share, and use IRS Form 2848, Power of Attorney and Declaration of Representative (POA).
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
April 22, 2019
The AICPA updates its SOC 2 guide and issues new description criteria. Learn what these updates mean for your audits and reports.
Webinar Recording
September 28, 2022
Watch our webinar to learn what documents and data to gather and how to scope R&D tax credits. Find out the benefits of using a full-service CPA firm.
Article
October 14, 2025
Explore how setting up automated cash flows for Capital Expenditures (CapEx) automation can unlock up to 40% time savings and operational agility.
Article
July 15, 2019
Incorporating cybersecurity into your due diligence process for your Private Equity firm is more important than ever.