Insights

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.

Review your current tax accounting practices considering Notice 2024-12, Rev. Proc. 2024-9, and Notice 2023-63 for potential automatic changes.

Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.

Learn more on the IRS deadline extensions issued April 9, 2020 effecting 1031 like-kind exchanges and opportunity zone investments.

Watch to learn about Section 174 to 174A changes, new Form 6765 rules, and IRS guidance to optimize R&D tax credits and improve business cash flow.

Middle-market chief financial officers in 2025 must balance technology, strategy and growth. Explore key CFO challenges and solutions here.

Discover how CFOs can effectively lead their organizations through the finance modernization process by adopting a people-first approach in our guide.

Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.

Watch our R&D tax credit strategy webinar and learn how to optimize your R&D claims and comply with Section 174 capitalization rules in 2025.

Learn how government contractors can leverage R&D tax credits to offset income taxes, reduce payroll taxes and boost cash flow.