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Member Articles


Financial Diligence Considerations for Percentage of Completion Companies in M&A Transactions

Evaluating a project-based business that uses percentage of completion (PoC) accounting requires more than reviewing reported revenue and EBITDA. Buyers must understand whether the financial statements accurately reflect ...

Planning to Grow or Exit? Don’t Overlook Audit Readiness

When business owners begin planning for growth, new investors, financing or an eventual sale, tax planning is usually one of the first conversations they have. That may be the right instinct, but it’s only part of the ...

Key Trends in Banking Shaping Strategy, Risk and Growth

A clear shift is underway: For banking leaders, incremental change has given way to a structural reset that is reshaping how institutions operate and compete. Beyond keeping pace with change, leaders are expected to mak ...

OBBBA One Year Later: Key Tax Developments and Planning Considerations

Over the past year, the impact of The One Big Beautiful Bill Act (OBBBA) has continued to unfold. Policy changes and implementation dynamics have created ripple effects across taxpayers and businesses, prompting many to ...

Court Ruling May Open Door to COVID-Era Tax Penalty Refund Claims, But Time Is Limited

A recent federal court decision is prompting renewed discussion around whether certain taxpayers may still have opportunities to recover penalties tied to federal tax filings during the COVID-19 pandemic disaster period. ...

SEC Proposes Optional Semiannual Reporting for Public Companies: What CFOs and Audit Committees Should Know

On May 5, 2026, the U.S. Securities and Exchange Commission voted to propose amendments that would give public companies the option to file semiannual reports in lieu of quarterly reports. For C-suite executives, CFOs an ...

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