Podcasts
7:51
Speakers: Adam Hunter, Carolyn Smith Driscoll
Learn how Form 6765 changes affect life sciences R&D tax credits, including new reporting requirements, documentation and compliance strategies.
47:12
Speakers: Sam McCarthy, Ryan Delaney
Learn when to bring in senior finance consultants to help teams maintain continuity, fill leadership gaps and support critical projects and business change.
13:07
Speakers: Daniel Wheadon, Vivian Kohrs
Learn how Section 174 changes, Form 6765 updates and documentation requirements are shaping R&D tax credit compliance for technology companies.
31:10
Speakers: Adam Hunter, Carolyn Smith Driscoll
Learn how life sciences R&D tax credits apply to digital health, AI and SaMD, plus key pitfalls, qualifying costs, documentation and tax changes.
14:47
Speakers: Vivian Kohrs, Daniel Wheadon
Learn how technology R&D tax credits work, what activities qualify, which costs are eligible, and how technology companies can maximize tax benefits.
08:40
Speakers: Carolyn Smith Driscoll, Adam Hunter
Learn what qualifies for life sciences R&D tax credits, where companies miss opportunities, and how documentation can help support stronger claims.
32:25
Speakers: Stephen Bell, Cynthia Plummer
Learn why property tax audits are increasing, common audit triggers, key reporting risks and practical steps to improve property tax compliance.
42:45
Speakers: Sam McCarthy
Learn how leadership development helps organizations recognize potential, build internal talent, and create career mobility through trust and growth.
26:17
Speakers: Sarah McGregor, Michael Wronsky, Barry M. Weins
Learn how Section 1202 Qualified Small Business Stock (QSBS) can reduce capital gains taxes, including eligibility rules, updates and tax planning.
8:52
Speakers: Alex Wiley, Kristin Bettorf
Learn how modern CFOs build a connected digital core to improve finance transformation, AI adoption, data integration and business performance.