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How the Estate Tax Exemption Sunset Affects Fund Managers

Podcast

July 10, 2024

12:37

Speakers: Marci Spivey, Michael G. Kirkman

Get insights on the federal estate tax exemption changes coming in 2025. Learn how to plan effectively and maximize tax benefits.

Estates & Trusts Private Client Services Private Equity Transaction Advisory Services

R&D Tax Credit Guide: IRS Releases New Form 6765

Article

July 9, 2024

Discover essential updates to IRS Form 6765 for claiming R&D tax credits. Learn about new sections and detailed filing requirements.

Consumer Goods Financial Services Government Contracting Healthcare Industrial Manufacturing Life Sciences Private Equity Professional Services R&D Tax Credits Real Estate & Construction Tax Credits & Incentives Advisory Tax Provision Services (ASC 740) Technology

Group of coworkers at a desk looking at documents and laptops

Six Steps To Creating Efficiencies and a Well-planned SOX Program

Article

June 28, 2024

Strengthen internal controls for successful SOX compliance. Learn how to identify inefficiencies, manage risks and implement solutions.

Financial Services Healthcare Industrial Manufacturing Life Sciences Private Equity Professional Services Real Estate & Construction Risk & Cybersecurity Risk Advisory Services Sarbanes-Oxley (SOX) Compliance Services Technology

Unlocking Accounting and Finance Potential through ERP and Automation Tools

Article

June 28, 2024

Discover how ERP and automation tools can streamline your finance and accounting processes for better accuracy and efficiency. Transform your back office today!

Accounting Advisory Services Accounting Co-Sourcing CFO Advisory Services Digital Advisory Financial Services Industrial Manufacturing Life Sciences Private Equity Professional Services Real Estate & Construction Technology

Third-Party Risk Management (TPRM): Definition & Strategies for Monitoring Vendor Risks

Article

June 28, 2024

Find out what third-party risk management (TPRM) is and how to create a data-driven strategy to help avoid common challenges organizations face.

Consumer Goods Cybersecurity Financial Services Government & Public Sector Government Contracting Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity Professional Services Real Estate & Construction Risk & Cybersecurity Technology

Recap of the Government Finance Officers Association Conference

Podcast

June 28, 2024

Government & Public Sector

20:13

Speakers: Danny Martinez, Lauren Strope

Recap the 118th GFOA National Conference with our team's favorite moments, networking highlights, and insights for government finance.

Government Contracting

Contractor Business Systems Series: Part 1 — DCAA Government Contractor Accounting System Requirements

Article

June 27, 2024

Get detailed insights into DCAA accounting system requirements and how to achieve DFARS compliance as a government contractor.

Government Contracting Government Contractor Consulting Services

ERP Failure Definition & Predictors Podcast – Part One

Podcast

June 26, 2024

Digital Journeys

13:51

Speakers: Jim Holman

Learn to identify ERP failure signs, how to address them and explore strategies to avoid common pitfalls in ERP implementation.

Consumer Goods Digital Advisory Digital Strategy Financial Services Government & Public Sector Government Contracting Healthcare Industrial Manufacturing Life Sciences Not-for-Profit Organizations Private Client Services Private Equity Professional Services Real Estate & Construction Sage Intacct Technology