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Paul is a CFO advisory partner helping growth-focused organization with capital formation, financial strategy and transaction support.
Newsletter
May 21, 2026
Uncover notable updates from the May 2026 tax policy review, including government funding, potential legislation and trade policy developments.
Marybeth delivers audit and assurance services for nonprofits, with experience in GAAP reporting and regulatory compliance.
Article
May 20, 2026
The TXCPA Federal Tax Policy Committee submitted a letter outlining six areas of Section 168(n) QPP Guidance needing clarity. View the details.
Webinar Recording
May 20, 2026
Watch and learn how the Section 179D sunset impacts architects and engineers, plus key tax planning strategies before the June 2026 deadline.
Alert
May 18, 2026
The U.S. CBP filed a second declaration with the CIT on May 12, 2026, providing quantitative updates about CAPE portal usage. Read the key takeaways.
Video
May 15, 2026
Learn how a Contractor Property Management System supports FAR 52.245-1 compliance, accountability, and government property control.
Join our inaugural Financial Institutions Summit in Pennsylvania to explore banking trends, fintech, risk management, and regulatory compliance with industry leaders.