Insights
Recent Insights
Article
July 30, 2024
Discover the essential steps for IPO readiness; our checklists cover financial planning, SEC compliance and corporate governance.
Webinar Recording
July 29, 2024
Unlock the potential of strategic tax planning to maximize savings and ensure compliance. Explore tax credits, incentives and other strategies.
Newsletter
July 29, 2024
Find out important details about the new Government Accounting Standards Board (GASB) Statement issued in the second quarter of 2024.
Alert
July 26, 2024
Learn strategies to reduce cybersecurity risks in your IT supply chain and ensure business continuity in the face of potential disruptions.
20:46
Speakers: Dan Mitzenmacher, Jim Holman
Learn how to develop an effective ERP strategy that aligns with your business goals, focusing on change management and stakeholder engagement.
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.
Article
June 28, 2024
Find out how to improve your Third-Party Risk Management (TPRM) with data-driven strategies and avoid common challenges organizations face in managing vendor risks.
13:51
Speakers: Dan Mitzenmacher, Jim Holman
Learn to identify ERP failure signs, how to address them and explore strategies to avoid common pitfalls in ERP implementation.
Article
June 25, 2024
Learn about the recent modifications to Virginia's R&D Tax Credits under HB 1518. Find out how these changes may impact your business and tax planning.
Report
June 18, 2024
Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.