Insights & Resources

H.R. 7362 could simplify Form 5500 filing requirements through standardized deadlines, electronic signatures and aligned compliance timelines.

Summer break doesn’t reduce cyber risk for K-12 districts. Learn high-impact steps IT leaders can take now to strengthen security before fall.

Review how OBBBA evolved during its first year through new guidance, implementation updates and planning considerations.

Rental property startup costs: Are you classifying expenses correctly? Learn IRS and GAAP treatment to improve tax timing and cash flow.

Learn how Arizona and Utah implemented tax policy changes, including economic nexus simplification and revisions to transaction privilege tax rules.

Public companies considering stock repurchases should evaluate the 1% federal excise tax and its potential impact on buyback strategies, planning and compliance.

Growth in outpatient joint procedures boomed, then slowed. Explore what’s driving the shift and valuation implications for ambulatory surgery centers.

Learn how transfer pricing affects family office governance, related-party transactions, estate planning and tax compliance.

The AFL-CIO is challenging the Department of Labor’s Final Rule, raising timing and compliance considerations. Learn what it may mean.

Export Superfund excise tax refunds depend on timing, documentation and form selection. Learn when to use Form 720 vs. 8849 to avoid filing challenges.

Cloud optimization for utilities is evolving with AI and FinOps. Learn how disciplined cost management supports scalable, responsible AI adoption.

The DOL has finalized changes to LM-2, LM-3 and LM-4 reporting requirements. Learn what labor organizations should consider before implementation.