Podcasts
28:24
Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman
Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.
35:42
Speakers: Brooks E. Nelson, Sarah McGregor, Timothy Doran
Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.
Speakers: Steven J. Ursillo, Jr.
Discover cost-effective ways to meet cybersecurity compliance. Insights on NIST CSF, ISO 27001, SOC1, SOC2, and more in this insightful podcast.
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.
10:09
Speakers: Jim Holman, Steve Holliday
Discover the importance of the Business Process Maturity Model and its attributes to advance your organization’s continuous improvement. Explore the 5 maturity levels.
24:57
Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon
Stay informed about ERC updates and IRS guidance. Learn about credit unions' ERC eligibility, dirty dozen, recapturing erroneous ERC claims, disqualifications, and more.
07:50
Speakers: Jim Holman, Steve Holliday
Listen in to learn about the importance and primary principles for implementing a continuous improvement process for your business.
20:44
Speakers: Brooks E. Nelson, Sarah McGregor
Get a comprehensive understanding of tax rules for nonprofits. Explore Form 990, IRS requirements, and key considerations for board members and leaders.
15:41
Speakers: Brooks E. Nelson, Sarah McGregor, Laura Turner, Mark H. Cooter
Discover how debt cancellation, short sales, and foreclosures affect taxes in property transactions. Listen in for valuable insights from tax experts.
09:40
Migrating from Lotus Notes to SharePoint can offer valuable benefits and maximize your organization’s return on investment (ROI). Find out more.