Recent Insights

Article
December 17, 2024
Learn about the economic impact of tariffs and how OECD tax pillars influence U.S. international trade and taxation strategies.

Webinar Recording
December 12, 2024
Watch for the latest updates on 2024 tax credits and incentives, including trends, risks, and opportunities for effective tax planning in 2025.

Article
December 4, 2024
Learn how to optimize your 2024 tax planning with our checklist. Explore capital gains, charitable contributions, retirement savings and estate strategies.

Webinar Recording
November 27, 2024
Watch to learn essential 2024 tax planning strategies for individuals to maximize savings, including IRS guidance review, court decisions, and tax changes.

Article
November 19, 2024
Learn how managed IT service providers (MSPs) strengthen business continuity and resilience through disaster recover plans and risk assessments.

Article
November 19, 2024
Learn how to build a robust disaster recovery plan to secure critical assets, maintain business continuity and ensure quick recovery when disaster strikes.

Webinar Recording
November 19, 2024
Learn about the future of accounting with AI-driven tools and digital networks that streamline workflows, improve accuracy, and unlock new growth potential.

20:43
Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo
Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.

Webinar Recording
November 8, 2024
Learn strategies to manage employee health benefits and business insurance risks through data analytics and cost-effective risk mitigation techniques.

22:13
Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon
Learn about the ERC's voluntary disclosure program, IRS moratorium, and how employers can navigate claim eligibility and refund processing changes.