Insights
Recent Insights
Article
November 16, 2023
Get a comprehensive overview of State Pass-Through Entity (PTE) Tax updates for November 2023. Stay up-to-date with the latest changes and regulations.
Webinar Recording
November 15, 2023
Discover 2023 year-end tax-saving tips for individuals. Prepare for 2024 tax changes with expert strategies. Stay updated on IRS updates and wealth transfer options.
Webinar Recording
November 14, 2023
Learn the strategies that allow you to claim the Employee Retention Credit (ERC) during organizational changes, such as acquisitions or dispositions.
Webinar Recording
November 14, 2023
Discover actionable steps to reduce taxable income and gain a strategic advantage in your 2024 business tax planning.
Article
November 9, 2023
Explore how SOC 2 reports add value to service organizations in today's digital landscape. Learn about the criteria, benefits, and actionable insights they offer, from enhancing security to meeting regulatory compliance. Discover how SOC 2 reports drive organizational efficiency, differentiation, and trusted relationships with stakeholders.
Article
November 9, 2023
Review the answers to your most common questions about carbon accounting and reporting standards in our comprehensive FAQ article. Get insights on measuring and managing your carbon footprint with expert guidance.
Article
November 6, 2023
Explore how the Technology Optimization Model aids businesses in leveraging advanced technologies, big data, and analytics to navigate an uncertain future.
12:21
Speakers: Jim Holman, Steve Holliday
Listen to our podcast to discover strategies on how to get started for fostering a culture of continuous improvement and driving transformation in your organization.
Article
October 18, 2023
Is a Value-Added Reseller (VAR) right for your organization? Learn the benefits of VAR partnerships, from tailored solutions to reduced IT burden.
Article
October 10, 2023
Get a comprehensive overview of State Pass-Through Entity (PTE) Tax updates for October 2023. Stay up-to-date with the latest changes and regulations.