Recent Insights
Webinar Recording
November 16, 2021
Watch our 2021 Year-End Tax Planning for Individuals webinar to learn tax-saving steps individuals and families can take before the year ends.
29:35
Speakers: Roy Nicholson, Paul White
Explore Sage 100 Contractor and Sage 300 CRE to track committed costs, streamline accounting, and boost profitability in construction projects.
Article
May 12, 2025
Learn two proven strategies to accelerate portfolio company growth, even when facing market volatility and shifting global trade policies.
Article
November 5, 2021
Discover information IRS requires taxpayers to include when making research credit claims for refund. Contact us for more guidance.
Alert
June 8, 2020
As part of the TCJA, new tax incentives were created under Section 1400Z-2 of the IRC that allow you to elect to defer certain gains.
27:07
Speakers: Martin Karamon
Learn about tax credits associated with the CHIPS Act and Inflation Reduction Act of 2022 and their many impacts on the manufacturing industry.
Article
January 4, 2023
This article explains the final regulations for beneficial ownership information reporting requirements, penalties, exempt entities, and more.
24:15
Speakers: Roy Nicholson, Paul White
Learn how to choose the right ERP software, streamline processes, and drive employee adoption for successful construction ERP implementation.
20:38
Speakers: Martin Karamon
Find out how A&E firms can take advantage of new renewable energy infrastructure tax credits in the Inflation Reduction Act (IRA) of 2022.
Article
July 9, 2019
Be prepared to capture the maximum value for your business that aligns with your personal and financial goals with these exit planning options.