Recent Insights
23:02
Speakers: John Bartz
Explore the 6 costly mistakes companies make during accounting software upgrades and how your business can avoid them to ensure a smooth transition.
Webinar Recording
August 23, 2023
Watch our webinar to explore the impact of recent tax legislative updates and revised Section 174 on your business, and discover valuable tax strategies.
Webinar Recording
October 4, 2024
Watch to learn the key role of certified Community Development Entities (CDEs) and how they drive community growth through NMTC allocations.
Article
December 7, 2022
Find out more about tax planning strategies that can offer tremendous savings for executives with Incentive Stock Options (ISOs).
Case Study
July 1, 2021
Get our case study about the New Markets Tax Credit Allocation for Upward Star Center supporting youth health & wellness outcomes in Spartanburg, S.C.
Article
May 1, 2025
Updated: August 12, 2025
Discover how CFOs can modernize financial operations with this strategic enterprise resource planning (ERP) system implementation checklist.
Article
March 27, 2020
Find out relevant business guidance and links to resources that will keep you up-to-date and informed in this rapidly changing business environment.
22:00
Explore the latest technology and trends from Microsoft Ignite 2023. Dive into AI, Microsoft Copilot, Power Platform and Verdocs integration.
Article
June 30, 2021
IRS issued final regulations under section 162(f). Find out more on tax reporting for government fines and penalties & contact us for more guidance.
Article
April 24, 2020
Learn more on the CARES Act NOL carryback changes providing immediate refunds for corporate taxpayers with taxable income during the carryback time period.