Recent Insights
Article
May 6, 2026
Understand the reformed Texas R&D tax credit, including refundability and new rates. Learn next steps for TX businesses and how to claim the credit.
Webinar Recording
May 13, 2022
Watch our webinar for tech companies and private equity funds with a focus on technology portfolio companies to better understand revenue recognition.
27:36
Speakers: Sarah McGregor, Kasey Pittman
Learn how upcoming IRS leadership changes and staffing cuts will affect agency operations, taxpayer services, and compliance strategies in 2025.
20:43
Speakers: Sarah McGregor
Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.
Webinar Recording
December 12, 2024
Watch for the latest updates on 2024 tax credits and incentives, including trends, risks, and opportunities for effective tax planning in 2025.
Article
October 29, 2025
Updated: December 22, 2025
Understanding endowment accounting is vital for maintaining regulatory compliance and donor trust. Explore the core principles in our guide for nonprofits.
Article
October 28, 2024
Review the IRS, FEMA, and state tax disaster relief options available to hurricane victims, including casualty loss deductions and deadline extensions.
Case Study
January 30, 2025
Discover how efficient SOX compliance solutions can save time, mitigate risk, and position companies for future growth.
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
February 3, 2021
Learn more about supply chain cybersecurity and how to mitigate third-party threats and reduce organizational risk & find out how we can help.