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Insights

Recent Insights

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Webinar Recording

August 14, 2024

Watch to gain insights on form 6765 for R&D tax credit claims. Learn the latest filing requirements and how to accurately complete the form.

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Article

May 28, 2024

North Carolina extends the 2022 PTET election deadline and clarifies the franchise tax base cap computation for C-Corporations. Learn more.

Article

December 7, 2023

Discover more about FinCEN's Final Rule regarding using FinCEN identifiers to report beneficial ownership information (BOI) of entities.

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Podcast

March 16, 2023

28:07

Speakers: Sarah McGregor, Michael Elliot

This podcast provides guidance on filing Schedule K-2 and K-3 for 2022 and discusses the exceptions to the required filing of these forms for partnerships and S corporations.

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Podcast

April 18, 2022

24:49

Speakers: Martin Karamon

Listen to our podcast and learn what to consider when selecting your R&D tax credit study provider to ensure the best quality services at fair prices.

Article

April 9, 2024

Updated: August 21, 2026

Get insights in to the latest California and SEC climate disclosure rules, carbon reporting, and their implications for public companies.

Article

January 23, 2025

Updated: February 9, 2026

Learn about the NAIC's principles-based bonds guidance, effective 2025, and its impact on SSAP No. 26R, issuer credit obligations and securities.

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Alert

August 12, 2026

Effective January 1, 2027, California and Colorado will expand sales and use tax laws to software and SaaS. Explore what businesses should consider.