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Industries We Work With
Our seasoned professionals possess the industry expertise our clients need to grow and succeed. We offer insights and experience to keep you informed and to help you achieve your financial goals.
Featured Insights
Time for Importers to Take Action: April 20 Starts the IEEPA Tariffs Refund Process
It’s finally time for importers to take the first step in claiming IEEPA tariff refunds. This long-awaited move forward comes after the U.S. Supreme Court deemed IEEPA tariffs imposed by the president unconstitutional and the Court of International Trade issued a ruling for Customs and Border Protection (CBP) to refund duties imposed under IEEPA tariffs…
Civic Warriors
We bring the conversation to you, sharing relatable stories that motivate and build consensus in the nonprofit community. Experience what it takes to make an impact and become a true Civic Warrior.
Meeting Minutes: Crucial Fiduciary Documentation
This comment is among the most common findings cited in ERISA audits each year. While meeting minutes are often viewed simply as a record of plan changes or updates, their importance goes far beyond documentation. Properly maintained meeting minutes provide clear evidence that a plan sponsor is fulfilling its fiduciary responsibilities by reviewing key plan…
Essential FAQs on 83(b) Election for Non‑U.S. Taxpayers
Receiving equity from a U.S. company if you are not a U.S. citizen or resident alien can raise questions about how and when that equity is taxed in the United States. For U.S. tax purposes, these individuals are generally referred to as “nonresident aliens” or “non-U.S. persons.” One common consideration is whether to file an…
Sweepstakes Betting Is Expanding Fast. Here’s What SportsTech Companies Need to Know
Sweepstakes-based betting is quickly changing the SportsTech industry. With inconsistent sports betting rules across the United States, sweepstakes models help companies connect with users, increase engagement, and expand nationwide. This model drives growth but brings complex tax rules, state compliance risks, and reporting requirements for operators and users. To succeed, companies must understand taxes and…
Events
2025 R&D Tax Credits
Tax Alert: The Refund Avalanche After Kwong
From Target to Takeover: The Lifecycle of a Cyber Attack
Breakfast Brief: Cyber Threats in Financial Services
Microsoft 365 Community Conference Orlando 2026
From Target to Takeover: The Lifecycle of a Cyber Attack
The One Big Beautiful Bill Act: Key Impacts, Risks and Watchouts for NJ Manufacturers
The Road Ahead for U.S. Manufacturing: 2026 Economic Outlook
From Seed to Series C: How to Build Investor‑Ready Financials
AI Without the Hype in Mid-Market Operations — What Works (And What Doesn’t)
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