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Recent Insights

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Article

November 19, 2024

Learn how to build a robust disaster recovery plan to secure critical assets, maintain business continuity and ensure quick recovery when disaster strikes.

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Article

October 25, 2023

Explore how Sage Intacct is transforming financial reporting with intuitive dashboards. Discover real-time insights and make data-driven decisions with ease.

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Podcast

November 17, 2022

26:05

Speakers: Sarah McGregor

Learn what is new in the final rule for Beneficial Ownership Information (BOI) reporting and what can companies do now to prepare.

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.

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Webinar Recording

June 1, 2026

Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.

Article

August 21, 2024

Learn how California SB 167 impacts 2024 tax credits, including new restrictions on NOLs and R&D credits as well as relief provided by California SB 175.

Case Study

November 18, 2022

Learn how we helped a middle-market professional services firm improve technologies, customer experiences, processes and culture with digital transformation.

Cherry Bekaert Washington Location

Webinar Recording

December 20, 2024

Watch the Grants Management Symposium to learn about SLTT government strategies, COFFA updates, and the 2 CFR 200 Uniform Guidance.