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Insights

Recent Insights

Webinar Recording

September 28, 2022

Watch our webinar to learn what documents and data to gather and how to scope R&D tax credits. Find out the benefits of using a full-service CPA firm.

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Podcast

July 29, 2026

26:17

Speakers: Sarah McGregor, Michael Wronsky, Barry M. Weins

Learn how Section 1202 Qualified Small Business Stock (QSBS) can reduce capital gains taxes, including eligibility rules, updates and tax planning.

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Article

July 22, 2026

Explore how government contractors can reduce compliance risk with an ERP strategy that integrates finance modernization and cyber readiness.

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.

Article

January 29, 2021

Learn more about IRC Section 1061 Final Carried Interest Regulations and consult our tax professionals to determine how this may affect you.

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Report

May 11, 2026

Uncover what middle-market technology CFOs are prioritizing in 2026 to support modernization, from system integration to rebuilt forecasting models.

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Case Study

August 6, 2026

Learn how penetration testing uncovered hidden attack paths, identity weaknesses and Active Directory risks that routine vulnerability scanning missed.

Article

July 29, 2021

Learn more about our effective risk assessment and internal audit planning services for public sector organizations & contact us for assistance.

Article

December 7, 2023

Discover more about FinCEN's Final Rule regarding using FinCEN identifiers to report beneficial ownership information (BOI) of entities.

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Article

June 6, 2025

Updated: August 25, 2025

Discover the top internal audit skills professionals need to succeed, from communication and strategy to adaptability in a fast-changing environment.