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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.

Learn why ESOP audits matter, common pitfalls to avoid and how proactive communication and valuation reviews can strengthen plan integrity.
Understand new OBBBA tax changes for individuals and practical steps to lower your 2025 tax bill before year end.
Cyber insurers are raising the bar on security. Learn what underwriting trends reveal about organizational resilience and how leaders can prepare.
The OBBBA restored key business tax benefits — bonus depreciation, R&D expensing and interest deductions under EBITDA rules.
Explore OBBBA’s business tax changes, including bonus depreciation, R&D expensing, QBI updates and international tax provisions.
Surprise examinations may offer RIAs a practical path to custody rule compliance. Learn when exams work best, what they involve and steps to get ready.
AI success starts with structure. Discover how to reduce “workslop” through governance, training and process discipline.
After divorce, financial obligations continue. Forensic accountants help ensure compliance, transparency and long-term stability.
The IIA’s new Internal Auditing Competency Framework redefines audit credibility. Learn how aligning skills with key risks strengthens business outcomes and governance.
Colleges face rising fraud from “ghost students.” Learn how to detect fake enrollments, strengthen controls and protect aid funds.
Forensic accountants provide expert testimony and litigation support, translating complex financial data into evidence that attorneys can use.
Surprise examinations under the SEC custody rule don’t have to be overwhelming. Learn about exam timing and key compliance strategies for RIAs.
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