Recent Insights
Article
June 16, 2026
Explore the June 2026 Tax Policy Review for the latest on Social Security projections, trade policy shifts, IRS updates and midterm implications.
Article
June 16, 2026
Uncover 4 steps organizations can take to drive efficiency and operational improvement during leadership transitions, including a practical checklist.
Report
June 15, 2026
Discover why data-driven quality of earnings is essential for private equity dealmaking, as featured in PitchBook's Q1 2026 PE Middle-market Report.
Webinar Recording
June 15, 2026
Watch to learn key 2026 R&D tax credit changes, July 6 deadlines, and how AI impacts IRC Section 41 qualification and compliance requirements.
18:22
Speakers: Luis R. Reyes, Martin Karamon, Daniel Hurtado
Learn how cost segregation helps manufacturers accelerate depreciation, reduce tax liability and improve cash flow through strategic tax planning.
Case Study
June 15, 2026
Learn how technical accounting and audit readiness enabled an AI company to complete a successful microcap IPO despite regulatory challenges.
20:59
Speakers: Danny Martinez, Scott Anderson
Learn how GASB 103 changes budgetary comparison information, reporting requirements, and financial reporting practices for governments.
Article
June 11, 2026
Understand what a 13-week cash flow model is and why using it as a leadership discipline rather than a crisis tool is beneficial for PE-backed firms.
Report
June 11, 2026
Discover why a modern ERP is essential for manufacturing operations. Download our full report to learn how industry leaders can use ERPs to stay agile.
Case Study
June 11, 2026
Learn how a retail SaaS company improved multi-entity accounting, SaaS KPI tracking, and financial reporting after rapid acquisitions.