Insights

Recent Insights

Webinar Recording

November 16, 2023

Watch our webinar to unlock financial excellence through data-driven decisions. Learn how accounting transformation benefits technology companies.

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.

Article

November 16, 2023

Learn how to withdraw your Employee Retention Credit (ERC) claim with the IRS's new 2023 process. Avoid penalties and ensure compliance with the new guidelines.

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.

Article

November 15, 2023

Discover key 2023 tax planning strategies for real estate and construction businesses. Learn about available deductions, tax credits, and incentives.

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.

Podcast

November 13, 2023

17:35

Speakers: Dixie McCurley

Gain insights from investor and CEO Lauren Fernandez on what truly matters for technology companies seeking growth, success, and eventual sale. Explore the top priorities for assessing financial health, accounting best practices, and the future of AI and technology. Learn how to prepare your tech company for a successful exit or new funding opportunities.

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

Gain key insights into Catholic Church eligibility for the Employee Retention Credit (ERC) as we address three common challenges in navigating this valuable financial opportunity. Get professional guidance for maximizing your benefits.