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Insights

Recent Insights

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Podcast

July 29, 2025

23:02

Speakers: John Bartz

Explore the 6 costly mistakes companies make during accounting software upgrades and how your business can avoid them to ensure a smooth transition.

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Article

July 16, 2025

Learn how internal audit data analytics enhance IT and business process testing by forecasting risks, improving security and driving informed decisions.

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Podcast

December 3, 2024

17:44

Speakers: Jeff Annessa

Learn about the Truthful Cost or Pricing Data Act and its impact on government contracting, including cost data, audits, and compliance best practices.

Article

July 25, 2024

Understand how the proposed marijuana reclassification can benefit cannabis companies. Insights on IRC Section 280E and potential tax deductions.

Webinar Recording

June 9, 2022

Time is running out to become compliant with the ASC 842 Lease Accounting Standards. Watch our webinar to learn the implementation considerations.

Article

July 13, 2021

Find out more about proposed changes to gift and estate laws and how it could result in more tax on high-net-worth individuals and families.

Webinar Recording

March 26, 2025

Watch to learn how nonprofits and government entities can leverage direct pay credits for clean energy funding, tax relief, and financial sustainability.

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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.

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Podcast

September 26, 2022

15:29

Speakers: Craig Hunter

Learn how to handle basic accounting when entering into a Joint Venture (JV) agreement as part of an SBA Mentor-Protégé (M-P) arrangement.

Report

February 9, 2023

In this report, we share the most impactful private equity 2022 trends, including the significant macroeconomic challenges, the most affected industries, and an outlook for 2023.