Insights

Industry Insights

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Combining technical expertise with our keen understanding of our clients' businesses, we offer knowledgeable commentary on a broad spectrum of accounting, tax, finance, and business operations issues.

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Article
Conducting transaction preparedness before selling your business could save time, resources, and money—and add value for you and your business.

Article
Businesses may be eligible to seize permanent tax savings before new tax reform rates take effect.

Article
Employee stock ownership plans can help simplify the sale of a company. We look at how ESOPs work along with other exit strategies.

Webcast
Join us for this webcast, where we’ll highlight top tax-planning strategies for California-based businesses, including the California Competes Tax Credit, partial sales and use tax exemption, and cost segregation studies–helping you increase your tax savings each step of the way.

Alert
Tax reform’s limitations on excess business losses and net operating losses from pass-through entities could prompt a tax-strategy change.

Article
Learn how tribes can improve communication, engage members, and more effectively tackle community challenges by leveraging a strategic planning process.

Article
Discover how to realize more tax savings through California state tax incentives, exemptions, and cost segregation studies.

Alert
We look at how tax reform may affect taxpayers with tangible property and potential tax-saving strategies in our Alert.

Article
Our 2017 Q4 update covers potential tax reform changes, state and local tax strategies, applying for the R&D payroll tax credit, and more.

Webcast
In 2017, many states changed their laws to generate more tax revenue from out-of-state companies. This creates potentially new tax exposure for technology, communications and media, and life sciences companies. Companies should be diligent about identifying whether they may ...

Article
Learn about the potential tax strategies available to property owners and investors that could lower their tax burden.

Article
Understand the fiduciary responsibility of your not-for-profit’s investment committee and what policies can help them invest funds responsibly.

Article
Our year-end tax planning guide gives an overview of the key opportunities for technology companies to help reduce their 2017 tax liability.

Article
Our year-end tax planning guide gives an overview of the key opportunities for those in the wine industry to help reduce their 2017 tax liability.

Article
Discover how banks can better anticipate post-acquisition earnings by measuring core deposits and the core deposit intangible.

Report
Our complimentary guide to building a global tax strategy can help you establish a more efficient and cost-effective expansion plan for your business, finding the right balance between implementation costs and your tax exposure.

Article
Our year-end tax planning guide gives an overview of the key opportunities available to help individuals and businesses reduce what they’ll owe in the 2017 filing season.

Article
Tax loss harvesting can help reduce tax liability. Learn how unrealized losses could save you money in our Insight.

Article
A stringent cybersecurity strategy helps prevent breaches, which are often the result of improperly secured systems and lack of awareness.

Article
Discover how a focus on company culture, employee education, and internal control reviews can help lower your risk of fraud.

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