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Insights

Recent Insights

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.

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Podcast

March 9, 2023

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.

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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.

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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.