Recent Insights
Alert
September 1, 2026
Updated: September 28, 2026
SBA's proposed rule would overhaul SBA small business size standards, expanding eligibility and impacting federal contracting opportunities.
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.
Article
September 24, 2026
Rated and unrated feeder funds are becoming important for private credit capital formation. Explore the differences and why independent valuation is key.
Alert
September 24, 2026
The Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 (H.R. 5334) imposes sanctions, tariffs and prohibitions related to Russia. Get the details.
Article
September 21, 2026
Discover how technology CFOs operate as finance architects, the finance function elements they're responsible for connecting and how they can start.
Article
September 21, 2026
Discover what technology paralysis looks like, why technology companies face finance modernization delays and practical actions to move forward.
Article
September 21, 2026
Discover what the digital core is in technology, why it matters now, practical steps to develop it and what it enables tech companies to focus on next.
Alert
September 23, 2026
CAPE Phase III launches on October 6, 2026, allowing certain finally liquidated entries to be submitted electronically for IEEPA tariff refunds.
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.
Article
September 21, 2026
Discover how manufacturing CFOs function as finance architects, their core capabilities, and the process they can follow to step into their new role