Insights
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Recent Insights
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
July 9, 2024
Discover essential updates to IRS Form 6765 for claiming R&D tax credits. Learn about new sections and detailed filing requirements.
Article
June 28, 2024
Strengthen internal controls for successful SOX compliance. Learn how to identify inefficiencies, manage risks and implement solutions.
Article
June 28, 2024
Discover how ERP and automation tools can streamline your finance and accounting processes for better accuracy and efficiency. Transform your back office today!
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.
Webinar Recording
June 11, 2024
Watch our 2024 ERC update to learn how the Tax Relief Act impacts your employee retention credit eligibility and claiming process.
25:17
Speakers: Brooks E. Nelson, Sarah McGregor, Barry Weins
Maximize tax savings with section 1202. Learn the qualifications, benefits and strategies to attract investors and grow business efficiently.