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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.

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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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.

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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.