Search Results
Podcast
February 4, 2026
27:59
Speakers: Daniel Wheadon
Learn how finance modernization helps CFOs shift from reporting to strategic decision support and drive performance, insight, and growth.
CFO Advisory Services
Consumer Goods
Finance Modernization
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
Technology
Sage Enterprise Intelligence by Nectari, is a business intelligence (BI) solution that provides tools to extract, analyze and visualize data. Learn more here.
Jeanette supports closely held businesses and individuals with federal, state, and local tax strategy, including estate, trust, and nonprofit guidance.
Article
February 2, 2026
Explore our guide on UpREIT vs. DownREIT to determine which structure aligns with your investment goals. Learn how they work and the key differences.
Debbi advises financial institutions on scalable risk management strategies, including governance, compliance, and fiduciary audit services.
Randy supports client with business valuations, quality of earnings, and operational insights across multiple sectors and transaction types.
Newsletter
January 30, 2026
Review all FASB and GASB accounting standards issued in Q4 2025, including ASU 2025-08 through 2025-11 and GASB 105 effective dates.
Webinar Recording
January 29, 2026
Watch to learn how upcoming state and local tax changes may impact 2026, with insights on SALT compliance, controversy issues, and strategies.
Stephen delivers strategic state and local tax guidance, including income, property, and incentive planning for clients across multiple jurisdictions.
Jeff provides cybersecurity assessments, IT audits, and vendor risk oversight to help financial organizations meet evolving compliance demands.