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Insights

Recent Insights

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Article

March 6, 2026

Discover why taxpayers are shifting from boutique firms to full-service CPA firms as recent tax changes demand a holistic R&D tax credit claims strategy.

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Article

December 6, 2024

Updated: March 5, 2026

Virginia Enterprise Zone grants offer unique opportunities for VA businesses. Learn how to apply and align your goals with these powerful incentives.

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Case Study

March 5, 2026

Learn how advisory-driven recruiting solved a controller leadership gap and reduced operational risk for a fast-growing consumer goods company.

Webinar Recording

March 4, 2026

Watch our Q1 2026 R&D Tax Credit Update webinar to hear our team discuss key opportunities, compliance considerations and recent developments.

Aerial view of industrial buildings

Article

October 31, 2025

Explore how Opportunity Zone (OZ) investors can prepare for the expiration of capital gains deferral, from fair market valuation to liquidity planning.