Insights

Learn how advisory-driven recruiting solved a controller leadership gap and reduced operational risk for a fast-growing consumer goods company.

Watch and learn the latest federal, international, and state tax policy updates for 2026, plus planning strategies, tax credits, incentives and tariff impacts.

Watch our Q1 2026 R&D Tax Credit Update webinar to hear our team discuss key opportunities, compliance considerations and recent developments.

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

Watch our webinar and learn strategic tax planning for 2026: maximize tax credits and incentives, manage SALT risk, and properly utilize NMTC financing.

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

Private equity rebounded in 2025 with over 9,000 transactions totaling $1.2 trillion in value. Explore market trends, industry insights and 2026 forecast in our report.

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

Discover key updates from the February 2026 tax policy review, including government funding developments, new tax reform guidance and IRS changes.

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.