Recent Insights
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.
25:03
Speakers: Sarah McGregor
The IRS released Rev. Proc. 2022-19 to offer relief for S Corporations that have issues with their organizational documents. Learn more here.
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.
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.
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).
Article
July 14, 2026
Uncover how proactive cybersecurity measures strengthen security posture and the key strategies organizations can implement to build cyber resilience.
Podcast
February 4, 2026
27:59
Speakers: Daniel Wheadon
Learn how finance modernization helps CFOs shift from reporting to strategic decision support and drive performance, insight, and growth.
Report
November 4, 2025
Our CFO survey reveals mid-market CFO focus areas — data integration, forecasting, talent and AI. Get the full 2025 report and 12-action roadmap today.
Report
February 2, 2024
This report explores key challenges and other dynamics that impacted the Private Equity landscape in 2023 and presents the industry’s outlook for 2024.