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Insights

Recent Insights

Article

July 14, 2023

Discover the challenges of state income tax in the technology industry and find out how our technology-enabled solutions can help your company tackle these issues.

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Video

April 29, 2019

With Tim Cherry’s guidance, RealtyLink was presented with new real estate investors and development opportunities.

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Podcast

October 6, 2026

13:07

Speakers: Daniel Wheadon, Vivian Kohrs

Learn how Section 174 changes, Form 6765 updates and documentation requirements are shaping R&D tax credit compliance for technology companies.

Construction workers on a work site

Article

August 7, 2024

Sage Intacct construction accounting software provides cloud-based solutions, real-time financial data and automation to improve efficiency.

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.

Article

November 5, 2021

Discover information IRS requires taxpayers to include when making research credit claims for refund. Contact us for more guidance.

Webinar Recording

February 22, 2024

Watch our webinar for a comprehensive update on the Inflation Reduction Act of 2022 (IRA) since its implementation. Stay ahead in 2024.

Podcast Healthcare and Life Science

Podcast

September 25, 2026

31:10

Speakers: Adam Hunter, Carolyn Smith Driscoll

Learn how life sciences R&D tax credits apply to digital health, AI and SaMD, plus key pitfalls, qualifying costs, documentation and tax changes.

Article

June 15, 2023

Changes are coming to estate planning laws. The federal lifetime estate and gift tax exemption will sunset after 2025. Learn how to prepare now.

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Newsletter

April 28, 2026

Learn how 2025 records in asset classes such as precious metals and hedge funds are shaping Q1 2026 performance in our alternative investments brief.