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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.

Discover how mastering your product roadmap can transform your organization from reactive to strategic, activating high-value technology upgrades.
Discover how climate risk assessments are transforming business strategy and compliance.
Exemption certificate expirations can expose businesses to sales tax risk. Learn why expired certificates matter and how tracking reduces audit risk.
Controls don’t reduce AI risk. Clear decisions do. Explore how a decision-first model aligns governance rigor with real-world impact.
Learn why Texas is a leading life sciences hub, from workforce to funding. Discover what’s driving growth and what it means for companies.
Learn accounting and tax requirements for stock options and restricted stock units (RSUs), performance bonuses and deferred comp for tech companies.
Choosing between an ESOP and private equity isn’t just about price. Explore how legacy, value and flexibility shape exit decisions.
Strengthen retirement plan committee governance. Revisit top practices that help reduce fiduciary risk and improve oversight and efficiency.
Section 951A updates are changing how deemed dividends impact U.S. shareholders. Explore what’s new and strategies to manage risk effectively.
Tariff refunds, economic damages and importers: Supreme Court and trade rulings raise claims and recovery questions for businesses.
How can organizations develop tomorrow’s leaders? Our latest podcast explores how strong succession planning drives growth and shapes the future.
Month-end close doesn’t have to be chaotic. Learn how CPA firms can streamline the close with automation, standardized workflows and better collaboration.
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