Insights

Watch Now: Strategies to transfer wealth, while still retaining income streams and some measures of control to the donor amid COVID-19.

Learn the benefits of partnering with TPAs for insurance risk management, claims processing and customer service while maintaining compliance.

Understand what shadow AI is, common risks, how it can trigger an SEC disclosure and practical actions leaders can take to detect and control it.

Discover how AI in the insurance industry is regulated by the NAIC and explore strategies for establishing efficient and compliant data governance.

We provide guidance on Beneficial Ownership Information Reporting for Closely Held Businesses. Learn about BOI reporting, who must file a report & more.

Read this article to learn final guidance for new requirements to report unrelated business taxable income (UBTI) by separate trade or business activity.

Learn about IRS' Taxpayer First Act Report and contact us for questions about the Taxpayer First Act or any other issues related to the IRS.

Georgia Governor signs House Bill 846 providing modifications to Georgia tax credit programs due to COVID-19, and a new state tax credit beginning in 2020.

Not all 2020 retirement plan distributions are taxable due to COVID-19. Find out who qualifies & contact us with any tax-related questions.