Recent Insights
Article
August 10, 2023
Discover actionable ways law firms leverage AI to streamline their processes and operations, add value for clients, and improve their service.
Article
April 5, 2023
Learn how law firms can leverage digital transformation to drive customer satisfaction and establish customer loyalty.
Article
March 24, 2022
To capitalize on Infrastructure Bill funding, A&E firms need to develop strategies & action plans to optimize their business & operations. Learn more.
Alert
January 28, 2025
The Supreme Court lifted the BOI reporting injunction. Find out what this means for CTA compliance, deadlines and penalties for businesses.
08:53
Speakers: Christopher L. Lewis
Listen to our podcast to learn more on the Direct Recognition Variable Investment Plan (DR-VIP), a retirement plan with higher limits than a 401(k) & profit-sharing plan.
Alert
January 4, 2021
Discover how the new rules for U.S. Trusts can effect the beneficiaries of your small business.
Webinar Recording
December 6, 2023
Watch our webinar for an introduction to Alteryx Designer. Discover the art of data shaping. Connect, transform, and automate data for insightful analytics.
Article
June 19, 2023
Maximize clean energy credits with domestic content requirements outlined in IRS Notice 2023-38. Learn how to qualify for bonus incentives.
15:38
Speakers: Martin Karamon, Vivian Kohrs
Listen to our podcast to learn how to properly conduct R&D Tax Credit documentation as you make investments in technology.
Case Study
May 18, 2022
Learn how we helped Purple Wave leverage Tableau and Alteryx to develop a business intelligence strategy to further advance their marketing and sales efforts.