Copilot Wave 2: Bridging the Gap Between Humans and AI

By Allison Katz

Copilot Wave 2 is here, being dubbed as “UI for AI.” While the release notes provide a deep dive into all the technical details, the overarching theme is clear: Microsoft is moving to close the gap between humans and AI across various solutions, making it easier for teams to work together with their AI counterparts….

2023 Plan Year Filing Reminders for Employee Benefit Plans

By Allison Katz

As a plan sponsor, staying informed about the latest regulations and industry trends is crucial to the success of your employee benefit plan as we navigate through employee benefit plan filing season. Adhering to regulatory requirements and ensuring compliance to avoid potential penalties are priorities for plan sponsors with employee benefit plan audits. Here are…

Reliance on Interim Financials in SBA Business Valuations

By Allison Katz

A common challenge when completing a business valuation for SBA 7(a) purposes is how much reliance should be given to the seller’s interim financial statements. Generally, an SBA lender will provide an appraiser with three years of business tax returns and interim financial statements as of the current calendar year. This is where certain trends…

OpenAI’s ‘Strawberry’ Model: A Leap Forward in Problem-Solving for LLMs or Just a Step?

By Ruby Castaneda

A model code-named “Strawberry”, part of OpenAI’s newly-released O1 product, introduces a structured planning module designed to enhance how large language models (LLMs) solve problems. Tailored for Chain-of-Thought (CoT) Reasoning While the idea of using more computation to search for optimal solutions isn’t new (e.g. this paper “Language Agent Tree Search Unifies Reasoning Acting and…

How to Manage the Hospital Cash on Hand Crisis

By Ruby Castaneda

According to an S&P Global Ratings report released on August 7, 2024, median days cash on hand for U.S. hospitals and health systems dipped to a 10-year low. While the upper half of U.S.-based nonprofit acute healthcare providers reported an average of 292 days, the concern is with those in the lower half, who reported…

FDII – What to Expect

By Allison Katz

The current fate of FDII is unclear. Some lawmakers call for expansion; some, on the contrary, want it eliminated. However, without any further legislation, the deduction is set to go from 37.5%, as it is right now, to 21.875% in 2026. Under IRC Code 250, domestic corporations may deduct 37.5% of FDII (Foreign-Derived Intangible Income)….