Insights
Recent Insights
Article
December 4, 2024
Learn how to optimize your 2024 tax planning with our checklist. Explore capital gains, charitable contributions, retirement savings and estate strategies.
Webinar Recording
November 27, 2024
Watch to learn essential 2024 tax planning strategies for individuals to maximize savings, including IRS guidance review, court decisions, and tax changes.
Article
November 19, 2024
Learn how managed IT service providers (MSPs) strengthen business continuity and resilience through disaster recover plans and risk assessments.
Article
November 19, 2024
Learn how to build a robust disaster recovery plan to secure critical assets, maintain business continuity and ensure quick recovery when disaster strikes.
Webinar Recording
November 19, 2024
Learn about the future of accounting with AI-driven tools and digital networks that streamline workflows, improve accuracy, and unlock new growth potential.
20:43
Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo
Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.
Webinar Recording
November 8, 2024
Learn strategies to manage employee health benefits and business insurance risks through data analytics and cost-effective risk mitigation techniques.
22:13
Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon
Learn about the ERC's voluntary disclosure program, IRS moratorium, and how employers can navigate claim eligibility and refund processing changes.
Article
November 6, 2024
Learn the key steps in the business site selection process, from feasibility analysis to negotiating tax credits and incentives.
Newsletter
October 30, 2024
Find out important details about GASB statement 104 as well as recent practice insights for CECL, PCC alternative, and equity method accounting.