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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

Our on-demand session discusses how your government agency can best prepare for cyber incidents. We'll look at ways to harness strategic initiatives currently in play and neutralize the published incidents of impacted organizations.
Tiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
Change Healthcare was impacted by a cybersecurity incident that breached its information technology network.
The AT&T infrastructure outage on February 22 affected a national audience and launched conversations around cybersecurity and supply chain dependence.
After ransomware attacks severely impacted Atlanta, Oakland and other major cities across the nation, the need for government agencies to improve cyber risk should have been clear.
There are important takeaways for valuation in the Sorensen case. This article by a valuation professional provides details and insight.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
As artificial intelligence serves as a tool for scams, phishing and fraud, financial professionals must learn to use AI as a way to improve speed, scalability and threat intelligence.
Discover whether security and privacy complement each other like PB&J or clash like oil and water, and gain insights into finding a balance that safeguards both.
In an effort to strengthen cybersecurity in schools, organizations are offering support to enhance and strengthen their cybersecurity measures. Learn more.
The U.S. Tax Court opinion of Cecil v. Comm’r highlighted important valuation issues that will be significant as to how business appraisals are performed.
Will Frazier, Managing Director, Valuation Services, sat down with Wealth Management to discuss the divination of discounts for lack of marketability.
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