Recent Insights
Webinar Recording
November 18, 2025
Watch and learn 2025 year-end tax planning strategies to reduce taxable income and leverage OBBA benefits for your business before the year closes.
Article
May 21, 2025
Updated: July 31, 2025
Learn why home service companies, like HVAC, plumbing and pest control, are prime targets for private equity firms. Discover how to offset the risks here.
Article
June 16, 2026
Uncover 4 steps organizations can take to drive efficiency and operational improvement during leadership transitions, including a practical checklist.
Webinar Recording
September 3, 2026
Learn how nonprofits and governments can manage cybersecurity risks, including ransomware, BEC fraud, data breaches, third-party risk & governance.
Newsletter
July 17, 2026
Review notable Q2 2026 SALT updates and uncover key insights for compliance, planning and alignment with evolving state and local tax policies.
Article
August 1, 2024
Discover state-specific R&D tax credits and how they can benefit your business. Learn about eligibility, application deadlines and financial incentives.
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
May 4, 2026
Ready to take your company public? Learn about the IPO process, including key steps and common challenges, to prepare for a successful launch.
Webinar Recording
March 7, 2025
Understand key IRS regulations on prevailing wage & apprenticeship requirements to qualify for Inflation Reduction Act clean energy tax credits.
New Crypto Assets Accounting and Disclosure Requirements: Understanding and Implementing ASU 2023-08
Webinar Recording
October 17, 2024
Watch to learn how to navigate ASU 2023-08 for crypto assets accounting and disclosures; review fair value reporting and examples of financial statements.