Using AI to Prepare for an Earnings Call

AI can assist with reviewing the company’s latest financial statements to extract the most relevant data.

States Stepping Up Efforts To Tax Former Residents, Advisors Say – Features Mark Baran

Three IRS Tax Deadlines for June 17 – Features Mark Baran

Mid-Year Financial Check-In

The middle of the year is a good time to check in on your finances by assessing your progress and making adjustments to help you reach your goals.​

Summer Could Be Tax Package’s Last, Best Hope

Understand the complexities and political dynamics as the Senate tackles the significant tax package this summer. Discover the challenges and support it faces.

Should Your Organization Offer Disability Benefits?

Discover the importance of disability benefits and the types of insurance employers may offer, including STD, LTD, long-term care, critical illness and more.

First Quarter Construction Update: The Good, (The Strictly Okay), The Bad, and The Ugly

Neither the construction industry nor the broader economy was projected to have a particularly good 2023.

The Essential Fair Market Value (FMV) Accounting Guide for Crypto Assets

Download the Essential Fair Market Value Accounting Guide for Crypto Assets guide now and set a new benchmark for financial clarity and precision.

Businesses take aggressive tax positions when IRS budget declines – Features Mark Baran

HCM | Skills-Based Hiring

Discover the benefits of skills-based hiring. Learn about the advantages, challenges, and steps required to implement this innovative approach

May 2024 Recap | On The Margin

While April marked the first month of predominantly negative global asset class returns in 2024, markets rallied broadly in May.

Changing the Schedule, Changing the Game: How Cannabis Rescheduling is Transforming the Industry

Any changes to the tax code or federal law regarding the recreational use of cannabis would require action by the U.S.

AI Governance: Managing the Risks in the Public Sector

As public sector entities seek to optimize efficiencies and innovation, the potential applications for artificial intelligence are seemingly limitless.

Why Every Firm Needs an Exit Strategy Now

With professional services relying on the unique skills and reputations of their leaders, having a plan for how an owner will exit the business is critical.

What the AI Transformation Means for Manufacturers

AI has been transforming manufacturing, but these several types of AI can help companies streamline processes, improve product quality and lower costs.