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Insights

Recent Insights

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Alert

August 17, 2026

FinCEN ended beneficial ownership information (BOI) reporting requirements. Learn the implications for mid-market institutions and recommended actions.

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Podcast

August 17, 2026

32:25

Speakers: Stephen Bell, Cynthia Plummer

Learn why property tax audits are increasing, common audit triggers, key reporting risks and practical steps to improve property tax compliance.

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Case Study

August 14, 2026

Learn how Fort Wayne's Community Development Entity uses New Markets Tax Credits for economic development, jobs and community revitalization.

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Alert

August 12, 2026

Effective January 1, 2027, California and Colorado will expand sales and use tax laws to software and SaaS. Explore what businesses should consider.

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Podcast

August 10, 2026

42:45

Speakers: Sam McCarthy

Learn how leadership development helps organizations recognize potential, build internal talent, and create career mobility through trust and growth.

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Article

June 5, 2025

Updated: August 10, 2026

Discover the top processes for financial automation, from billing and forecasting to expense tracking. Learn how it can boost efficiency for your business.

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Article

June 9, 2025

Updated: August 6, 2026

Improve decision-making with ERP analytics and business intelligence to create real-time reporting using Sage Enterprise Intelligence integration.