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Explore tax-efficient strategies for passing wealth to the next generation, particularly for those with appreciated real estate held in S corporations. Learn how a freeze partnership can mitigate phantom income tax gains and simplify estate planning.

The Corporate Transparency Act continues its rollercoaster ride as FinCEN and Treasury announced they will not enforce penalties or fines for failure to file a report by the March 21, 2025, deadline that was announced on February 18, 2025. Instead, new deadlines and changes to the regulations are forthcoming.

Understanding the three types of internal fraud schemes can help you identify how fraud may occur within your organization. 

Find out how the proposed One Big Beautiful Bill (OBBB) could dramatically reshape the nonprofit sector. From steep new taxes on endowments to broader penalties on executive pay, learn what your organization must know to stay compliant, safeguard its mission, and adapt strategically to tax reform.

A recap of the recent webinar “Elevate Your Insurance Customers’ Experience Through Conversational AI addressing how insurance customers can employ Digital Transformation strategies using tools such as InsurAI.

Discover why hiring a real estate CPA can help save time, improve cash flow, and minimize tax liabilities, ensuring growth in your portfolio.

Learn how the House-passed One Big Beautiful Bill Act (H.R.1) could impact real estate with key changes to QBI deductions, mortgage interest, depreciation, SALT caps, LIHTC, Opportunity Zones, and more.

While macroeconomic and political volatility continue to shape global markets, PE funds remain aggressively positioned toward technology, especially in verticals like artificial intelligence, cybersecurity, cloud infrastructure, and enterprise software.

Explore the challenges of AI adoption in the workplace, from leadership resistance to employee innovation, and how to create shared understanding using GenAI.

Navigate the complexities of selling business property and optimize your tax planning. Learn about IRC Sec. 1231 capital gains and losses, plus how Sections 1245 and 1250 depreciation recapture rules can impact your tax liability.

Learn why succession planning is crucial for alternative investment funds to create smooth leadership transitions, protect capital, and maintain investor relationships. Discover key steps, best practices, and options like M&A or family transfers.

Discover best practices for efficiently closing out grant programs, strengthening compliance with federal requirements, and setting the stage for future funding success.

Tariffs impact state and local taxes, including sales tax, income, tax, and gross receipts tax. Learn how organizations may face increased compliance burdens and tax liabilities due to rising costs and shifting nexus thresholds.

If you are an applicable large employer, you are aware of the ESRP excise tax that the IRS can assess if health insurance coverage is not offered to at least 95% of the employees or the insurance is not affordable and provide minimum value. The IRS has been assessing the ESRP since 2017 even though their authority to do so has been questionable.

Engaging an outsourced provider that will grow with your organization is essential. Learn how to evaluate your managed IT services solution as your organization expands.

Explore how AI is revolutionizing fraud prevention and detection. Learn about the latest trends, challenges, and best practices for effectively leveraging AI to combat fraud.

Stay ahead of technological advancements by outsourcing your IT needs with an advisory firm. Discover innovative solutions, enhanced compliance, and scalable systems that are ready to grow with your organization.

Discover how Workday Adaptive Planning enhances operational efficiency, improves financial forecasting, and empowers finance teams to drive future growth.

The U.S. District Court for the Middle District of Florida recently ruled that a mere "good faith effort" to comply with COBRA notice requirements is an insufficient reason to dismiss a lawsuit from a former employee.

As year-end audits are underway, assess the impact of economic policies, M&A trends, and new accounting pronouncements (segment reporting, crypto assets, income tax, profits interest, expense disaggregation) on your financial reporting and internal controls.