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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.

Sales tax rates vary by jurisdiction and address. Learn how rate inaccuracies can create audit exposure, penalties and compliance risk.
What should families do after a liquidity event? Learn about foundations, charitable giving, investing, tax planning and legacy.
Trump Accounts may offer tax-deferred savings for children, and a new IRS safe harbor may simplify gift tax reporting for qualifying donors.
The insurance industry continues to evolve. Learn how AI, market stabilization, climate risk, regulation and capital strategy are shaping change.
Small modular reactors could someday reshape commercial real estate as developers evaluate power needs, site selection and energy infrastructure.
Ultra-high-net-worth family wealth planning starts with coordination. Learn the difference between a family office and advisory network.
Global sustainability reporting continues to evolve. Learn why international ESG developments matter for U.S. organizations.
Colorado expands its software sales tax rules effectively in 2027. Learn how HB 26-1223 could affect software, SaaS and tax compliance obligations.
ASC growth continues across the U.S., but acquisition targets remain limited as more centers form through joint ventures and institutional partnerships.
Learn about June 30 filer status considerations, new accounting standards, CAMT developments, SEC priorities and public market trends.
California's software sales tax expansion raises new sourcing questions for multistate businesses. Learn what organizations should review before 2027.
H.R. 7362 could simplify Form 5500 filing requirements through standardized deadlines, electronic signatures and aligned compliance timelines.
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