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Paul is a CFO advisory partner helping growth-focused organization with capital formation, financial strategy and transaction support.
U.S. Capitol building in Washing D.C. on a sunny day

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.

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.
Aerial view of cargo ship in harbor

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.
Upward view of the Texas Capitol building

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.