Recent Insights
Article
March 20, 2025
Learn how ISO 42001 and ISO 27001 help professional services firms with data protection and cybersecurity threats such as ransomware and phishing.
Article
July 30, 2026
Explore how the role of the CFO has evolved into a finance architect connecting people, processes, data, and technology, and how to start acting on it.
19:04
Speakers: Sarah McGregor, Martin Karamon
The IRS released Revenue Procedure 2023-11 in December 2022 to update the IRC Section 174 guidelines. Learn more here.
Article
September 21, 2026
Discover how technology CFOs operate as finance architects, the finance function elements they're responsible for connecting and how they can start.
Article
September 23, 2024
Stay updated on the latest IRS changes to energy tax credits and incentives, including transferability transactions and elective pay registrations for 2024.
Webinar Recording
August 1, 2024
Maximize your tax savings with strategic planning for transaction and restructurings. Understand ITAX and SALT exposures for compliance.
Alert
September 6, 2024
The FFIEC is retiring its Cybersecurity Assessment Tool (CAT). Learn about its impact on financial institutions, alternative frameworks like NIST 2.0, and how to crosswalk existing controls.
Webinar Recording
October 31, 2025
Review ERP system considerations for nonprofits: fund accounting, chart of accounts, HR/payroll integration, data migration, and change management tips
Alert
March 31, 2025
The treasury's latest BOI rule exempts U.S. companies and focuses reporting requirements on foreign entities doing business in the U.S.
Webinar Recording
August 1, 2024
Understand the significance of business location decisions. Learn about state and local incentives, NMTC, and how to optimize tax savings.