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Insights

Recent Insights

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Article

January 13, 2025

This four-step guide covers strategic planning essentials for community project funding and achieving lasting development in underserved areas.

Case Study

November 18, 2022

Learn how we helped a middle-market professional services firm improve technologies, customer experiences, processes and culture with digital transformation.

Webinar Recording

June 12, 2020

Watch Now: In this webinar, participants will learn how data visualization plays to our brains strength valuing visual over any other type of information.

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Article

July 10, 2025

Texas state legislature has enhanced the R&D franchise tax credit with the passing of Senate Bill 2206. Find out the details here.

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Podcast

April 1, 2020

08:51

Speakers: Mark H. Cooter

Part three of this Opportunity Zones podcast series dives into the triggering events that should be avoided to meet guidelines under the OZ regulations.

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Podcast

May 7, 2025

15:09

Speakers: W. Matisse Long

Discover the top three critical internal audit skills from IIA's Vision 2035 and learn how to build communication, adaptability, and critical thinking.

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Podcast

August 29, 2023

19:00

Speakers: Mark H. Cooter

Listen to our podcast and discover how real estate and construction companies can best utilize the expanded Section 45L tax credit.

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Podcast

May 1, 2025

22:18

Speakers: James Eldridge

Learn how the IIA Vision 2035 redefines internal audit with a stronger focus on emerging risks, innovation and strategic advisory capabilities.

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Podcast

September 27, 2022

21:23

Speakers: Mark H. Cooter

Listen to our podcast to learn how the 45L Energy Efficient Home Credit (45L Tax Credit) has changed with the Inflation Reduction Act.

Article

October 12, 2023

Discover the tax benefits of Qualified Small Business Stock (Section 1202) for technology companies. Get insights into QSBS opportunities and requirements.