Recent Insights
Alert
April 20, 2020
Learn more on the IRS deadline extensions issued April 9, 2020 effecting 1031 like-kind exchanges and opportunity zone investments.
Webinar Recording
January 22, 2025
Prepare for busy season 2025 with the latest accounting standards updates. Watch our CPE webinar for compliance tools and strategies.
Article
May 22, 2025
Learn how modernization streamlines finance operations, boosts efficiency, and enables growth through assessments and digital transformation.
Webinar Recording
March 28, 2025
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.
Article
April 24, 2026
Learn how government contractors can leverage R&D tax credits to offset income taxes, reduce payroll taxes and boost cash flow.
Article
October 6, 2023
Get a comprehensive guide to IRC Section 174 capitalization and amortization of SRE expenditures under IRS Notice 2023-63 and learn how it affects your business.
Video
June 18, 2025
Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.
Article
June 13, 2025
Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.
Article
August 29, 2025
Discover how CFOs can effectively lead their organizations through the finance modernization process by adopting a people-first approach in our guide.
Alert
March 18, 2026
A recent federal court ruling upholds the IRS's final regulations on micro-captive insurance. Discover how the decision impacts insurance entities.