Services: Transaction Advisory
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Outsourced Controller: Cost, Benefits, and When to Hire
An outsourced controller delivers financial leadership at 40-60% less than a full-time hire. Learn costs, key benefits, and when to outsource.
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How To Review a SOC 2 Report: A Section-by-Section Guide
Learn how to review a SOC 2 report section by section, from the auditor’s opinion to control test results, and evaluate vendor security.
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Ohio Commercial Activity Tax Changes
Ohio’s commercial activity tax changed in 2024 with a higher exclusion, eliminated annual filings, and quarterly-only reporting.
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ASC 805 Business Combinations: The Acquisition Method
ASC 805 business combinations require the acquisition method to recognize assets, liabilities, and goodwill. Learn the four steps, common pitfalls, and recent FASB updates.
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Stock Purchase vs Asset Purchase: Tax and Legal Differences
A stock purchase vs asset purchase differs in tax treatment, liability exposure, and deal complexity. Learn which structure benefits buyers and sellers.
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Lifetime Gift Tax Exemption
The lifetime gift tax exemption rose to $15 million per individual in 2026 and is now permanent. Learn how to use it strategically to…
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Year-End Tax Planning: How to Cut Your Tax Bill Now
Year-end tax planning can lower your business and individual tax bill. Use this checklist of deductions, credits, and strategies before December 31.
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Vendor Risk Management
Vendor risk management helps organizations mitigate third-party threats. Learn the onboarding, assessment, monitoring, and termination process.
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AI Risks Professional Service Firms Must Address Now
AI risks threaten professional service firms through hallucinations, liability gaps, and lack of regulation. Learn how to mitigate them.
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M&A Activity: What Buyers and Sellers Need to Know
Mergers and acquisitions activity has shifted from pandemic highs. Learn what’s driving M&A deal valuations, buyer appetite, and seller strategy in the current market.