People in motion in office lobby

Insights

Recent Insights

Not For Profit Podcast thumbnail

Podcast

October 13, 2025

12:43

Speakers: Danny Martinez, Jason Sturdevant

Learn why finance and fundraising alignment is key for nonprofits. Improve collaboration, reporting accuracy, and strategic decision-making.

Technology Industry

Webinar Recording

April 30, 2024

Watch this session from the 2024 NFP speaker series to learn how your not-for-profit can benefit from energy tax credits and incentives.

Newsletter

April 9, 2024

Our February/March Regulatory Compliance Digest provides the latest updates from FDIC, OFAC, FinCEN and the U.S. Department of the Treasury.

Webinar Recording

December 14, 2023

Watch our webinar for a comprehensive overview of the more common financing arrangements, including key differences and associated risks.

Alert

February 17, 2021

Learn more about SBA Paycheck Protection Program (PPP) Loan Audit Process and PPP Loan Necessity Questionnaire for for-profit and nonprofit entities.

Article

August 19, 2024

Learn the benefits of using Tableau Pulse for AI-powered data analysis, real-time monitoring and simplified advanced analytics for business intelligence.

Top-down view of a beach with bright blue water

Webinar Recording

May 24, 2024

Watch our webinar to learn how to address staffing shortages in the accounting and finance departments of nonprofit organizations.

Technology Podcast thumbnail

Podcast

March 27, 2024

22:16

Speakers: Rajesh V. Tripathi, Kirk A. Hesser, Oscar A. Osorio

Learn how to safeguard Intellectual Property (IP) in foreign markets as well as potential tax issues for international tech firms.

Abstract Blue Meeting Glass Group Blurred Reflection

Article

September 16, 2025

Explore how tax provision automation and insight-driven processes help mid-market firms overcome challenges associated with ASU 2023-09 compliance.