Insights & Resources

FinCEN’s proposed rule signals a shift toward risk-based AML/CFT program effectiveness. Learn what’s changing and how financial institutions can align risk, controls and outcomes.

Washington’s new millionaire tax takes effect in 2028. Learn who’s impacted and key considerations for income, estate, trust and residency planning.

Find out about recent sales tax developments in Wyoming and Idaho, including small-seller exemptions and administrative policy updates.

AI is reshaping the energy and utilities industry. Discover why IT service management is key to scalable, reliable and governed AI adoption.

New pharmacy benefit manager fee transparency requirements may be coming. Learn what plan fiduciaries should do now to prepare and stay compliant.

SEC Proposes Optional Semiannual Reporting for Public Companies: What CFOs and Audit Committees Should Know

Learn how AI is transforming accounting with faster reporting, improved accuracy and deeper insights that drive better business outcomes for clients.

Explore key drivers of teacher recruitment & retention in Texas school districts, including salary trends, early-career attrition & changes under HB2.

Without active markets, digital asset valuation becomes complex. Understand ASU 2023-08, ASC 820 and key risks shaping fair value.

Q1 2026 asset management outlook: market volatility, private credit liquidity stress, CRE refinancing pressure and evolving regulation.

AI data center growth is reshaping energy demand. Learn how natural gas, carbon intensity and monitoring are influencing power strategy.

CTAPP compliance reviews are smoother when firms prepare early. Learn the most common friction points and how California law firms can reduce disruption.