Recent Insights
Webinar Recording
November 15, 2023
Discover 2023 year-end tax-saving tips for individuals. Prepare for 2024 tax changes with expert strategies. Stay updated on IRS updates and wealth transfer options.
Article
April 22, 2024
Learn what transferable value is and how to build it in your family business for successful transitions and long-term success.
Case Study
August 29, 2025
See how poor ERP configuration impacted IPO readiness and how strategic reimplementation created a more efficient and scalable financial infrastructure.
Article
April 24, 2025
Learn about the Build America, Buy America (BABA) Act and what it means for infrastructure projects. Get all the details with the answers to these FAQs.
07:26
In part one of this podcast series, hear about Opportunity Zone final regulations, tax incentives and other key highlights to come for investors.
17:17
Speakers: Melanie A. McPeak, Tahira Nagda
Learn key form 1042 filing deadlines, withholding requirements and reporting obligations for payments made by colleges to non-U.S. persons.
Report
October 27, 2025
Explore the latest trends in alternative investments and the opportunities emerging from the growth of the alternative assets industry in our 2025 report.
18:27
Speakers: Melanie A. McPeak, Tahira Nagda
Understand foreign student tax compliance, scholarship withholding rules, treaty benefits, and Form 1042 reporting obligations for colleges.
Article
May 3, 2021
Learn more about US pre-immigration tax planning and the concept of “relevancy” for Foreign Eligible Entities (FEEs). Contact us for help.
Case Study
May 7, 2024
Discover how we helped a construction firm achieve operational efficiency and strategic focus with our Sage Intacct implementation and outsourced controller services.