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Insights

Recent Insights

Webinar Recording

August 30, 2024

Watch to learn the importance of proper pricing methods & documentation in multiple jurisdictions to stay compliant with global transfer pricing laws.

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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

January 12, 2023

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.

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Podcast

December 8, 2022

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.

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Podcast

May 2, 2022

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).

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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.

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Article

January 22, 2026

Learn how forming a Massachusetts Securities Corporation (MSC) helps VC-backed companies avoid excise tax, and decide if it's right for your business.

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Newsletter

April 30, 2025

Explore the key accounting updates from FASB in Q1 2025, including new ASUs and effective dates for public, private, & government entities.

Webinar Recording

October 17, 2023

Discover how cost and revenue analytics can benefit your higher education institution. Get insights from successful case studies and find the right model for you.