Recent Insights
Alert
January 23, 2026
California's Covered Battery-Embedded (CBE) Waste Recycling Fee went into effect on January 1, 2026. Explore the key implications for retailers.
Article
July 14, 2023
Discover the challenges of state income tax in the technology industry and find out how our technology-enabled solutions can help your company tackle these issues.
23:23
Speakers: Melinda Young, Sarah McGregor
Learn how your business can take advantage of state credits and incentives programs to reduce the tax burden, increase cash flow and make investments for growth.
Webinar Recording
March 14, 2023
Watch our webinar to learn about IRC Section 174 R&D qualifying expenses and how to file for the accounting method change through IRS guidance.
Article
March 6, 2026
Discover why taxpayers are shifting from boutique firms to full-service CPA firms as recent tax changes demand a holistic R&D tax credit claims strategy.
Article
September 15, 2026
Uncover insights from finance leader Donnita Nicholas and explore how her career journey highlights the skills required for finance leaders to stay relevant.
Article
May 14, 2026
Updated: August 17, 2026
Discover how a modern finance operations model combines both outsourced accounting and CFO services to improve decision-making and growth.
Article
April 22, 2024
Explore the state tax credits and incentives offered by these top 10 states as well as the compliance rules per state and how they vary.
Newsletter
January 20, 2026
Review key Q4 2025 SALT updates and uncover practical insights to navigate compliance, planning and alignment with shifting state and local tax policies.
Webinar Recording
November 15, 2024
Watch to learn about the benefits of HITRUST certification and how it can protect sensitive information and ensure third-party compliance.