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Choosing the Right Quality of Earnings Partner: Why Experience Matters in Transactions

A Quality of Earnings analysis is more than just a financial review, it’s a critical tool that shapes deal confidence, valuation accuracy, and post-close success

Nicholas Scharfeld

•Apr 17, 2025•Transaction Advisory Services , Advisory

Not-for-Profit Succession Planning

A proactive approach to not-fr-profit succession planning is essential for maintaining leadership continuity and organizational stability

Apr 10, 2025•Advisory

FASB Accounting Standards Update for Income Taxes (ASU 2023-09): What You Need to Know

The Financial Accounting Standards Board has introduced Accounting Standards Update (ASU) 2023-09 to enhance the transparency and usefulness of income tax disclosures.

Apr 8, 2025•Business Tax, Tax

Sales Tax Compliance: 5 Best Practices for Businesses

Sales tax compliance is an ongoing challenge for businesses, and mistakes can lead to large outflows of company cash.

Stephen Estelle

•Apr 3, 2025•State & Local Tax

R&D Tax Credits: Why Your Report Won’t Cut It

The only way to properly support an R&D tax credit is with contemporaneous documentation created during the tax year

Stephen Estelle

•Mar 21, 2025•State & Local Tax

Sales Tax: Why You Need an Expert on Your Side

With evolving SALT regulations, understanding nexus, your legal obligation to collect and remit sales tax in different states, is critical.

Stephen Estelle

•Mar 14, 2025•State & Local Tax

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