Insights

Our Regulatory Compliance Digest features a summary of the latest on third-party relationships used by financial institutions, Small Business Lending Rule guidance, CFPB updates and OFAC’s SSL certificates renewal.

Discover the required documentation you need to successfully apply for the Employee Retention Credit. Maximize your chances of receiving the ERC.

Discover how our Digital Advisory team used Pilbara Insights software to build a cost model for a higher education institution's courses & programs.

Maximize clean energy credits with domestic content requirements outlined in IRS Notice 2023-38. Learn how to qualify for bonus incentives.

Gain a solid understanding of revenue recognition for contributions and grants in the not-for-profit sector. Learn key concepts, common challenges & more.

Overcome challenges faced by nonprofits with cloud-based accounting software. Automate tasks, track grants, and centralize financial data with Sage Intacct.

Changes are coming to estate planning laws. The federal lifetime estate and gift tax exemption will sunset after 2025. Learn how to prepare now.

Read more about noteworthy changes from the Office of Management and Budget (OMB) on the 2023 Compliance Supliment released in May.