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Insights

Recent Insights

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.

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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.

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Article

February 15, 2023

Updated: March 16, 2026

Understand prevailing wage and apprenticeship requirements for clean energy tax credits, Notice 2022-61 guidance and the importance of Form 7220.

Newsletter

November 28, 2023

Our Oct/Nov Regulatory Compliance Digest showcases updates on the Community Reinvestment Act, Regulation Z, Dodd Frank Section 1071, and more.

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Podcast

November 13, 2023

17:35

Speakers: Jenni Huotari

Gain insights from investor and CEO Lauren Fernandez on what truly matters for technology companies seeking growth, success, and eventual sale. Explore the top priorities for assessing financial health, accounting best practices, and the future of AI and technology. Learn how to prepare your tech company for a successful exit or new funding opportunities.

Newsletter

September 28, 2023

Our September Regulatory Compliance Digest showcases updates on FDIC 2023 Risk Review, FFIEC Census Flat Files, BSA/AML Manual, OFAC Web Series, CFPB Guide, and more.

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Podcast

November 9, 2022

16:08

Speakers: Lauren Stinson, Megan Hutchinson

Disregarding important tax obligations leads to costly compliance situations. Find out more on sales tax issues that can affect your technology company.