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The One Big Beautiful Bill Act (OBBBA) picked winners and losers with alternative energy. Discover its effects on year-end tax planning.
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.
WebinarJoin us on-demand as we dive into ERP systems, tax coding setup, filing software implementation and a brief look into the future of AI.
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.
This on-demand session unpacks the expanded SALT deduction cap, explores limitations tied to passthrough strategies and examines the broader implications for taxpayers in high-tax states.
After divorce, financial obligations continue. Forensic accountants help ensure compliance, transparency and long-term stability.
This on-demand session highlights the most impactful business provisions and explores how these updates create new opportunities and more.
