Insights
The C-Suite Spotlight: Stories of Growth and Strategy
Tune in to discover valuable insights into the world of financial leadership and learn the strategies these C-Suite executives use to ensure financial health and navigate the complexities of today’s business environment.
Mid-Year State R&D Tax Credit Roundup: California, Texas and Minnesota Updates
The recently signed One Big Beautiful Bill Act (OBBBA) reinstates immediate expensing for U.S.-based Research and Development (R&D) under Section 174 for tax years beginning after December 31, 2024. It’s […]
Maryland Budget Imposes Sales Tax on Data and IT Services
The 2025 Maryland budget bill, H.B. 532 (the Bill), was signed into law by the Governor on May 20, 2025. Among the tax increases in the Bill that were enacted […]
SOC 2 Audits for Law Firms: Building Trust, Security and a Competitive Edge
In today’s digital landscape, law firms are prime targets for cyber-attacks due to the highly sensitive client data they manage. To protect this information, maintain client trust, and comply with […]
Key Changes to Form 6765 for Tax Years 2024 and 2025
On June 21, 2024, the Internal Revenue Service (IRS) announced the release of a revised draft of Form 6765, used to claim the Research & Development (R&D) Tax Credit. The […]
The Alternative Route – Gateway to the Exciting World of Alternative Investments
A video series focused on the exciting world of alternative investments. Our mission is to provide you with an exclusive look into the unconventional and often esoteric realms of the […]
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