Ideas & Insights

The report explores six different sectors of the financial services industry and what to expect in the new year.

A confluence of events and policy shifts has coalesced into a unique opportunity for middle market firms to make strategic investments.

From patient needs and pricing to COVID-19 recovery challenges, 2021 could be a year of fits and starts for health care organizations.

From suburban migration to the impact of e-commerce, retail is rife with change and opportunity for ready to pivot and meet evolving demand.

The OECD’s guidance illustrates how the pandemic may impact arm’s length results, including lower profits and even losses.

Utilizing data as a tool to drive greater efficiency and better decision-making in your nonprofit organization.

COVID-19 has accelerated the adoption of modern workplace applications that can increase productivity, collaboration and security.

Report explores the expectations of senior executives at middle market businesses as the Biden administration takes over.

Successful organizations must now strategically leverage their benefits programs to become an employer of choice.

Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.

Taxpayers should familiarize with Biden’s plan, remain vigilant for developments and position themselves to act at the appropriate times.

In this issue, we discuss how to best handle 2021 after a tumultuous 2020. Other topics include labor and workforce, human capital and more.

In the current environment, firms need to address their digital strategy to remain competitive and deliver the value to their clients.

From pandemic relief funding concerns to insurability challenges, what are behavioral health CFOs thinking about in 2021?

The Texas Comptroller of Public Accounts has finalized revised rules making significant changes to franchise tax apportionment.

UK government provides relief from DAC6, reducing the scope of reporting for UK intermediaries with cross-border transactions.

IRS modifies guidance on wages that are includible when computing section 199A deduction for taxpayers with short tax years.

Despite their competitive tax advantage, REITs are subject to a complex set of compliance rules which include quarterly asset tests.

Managing the risk of business email compromise and other cyberattacks through proactive family office cybersecurity assessment.

Once becoming a publicly owned company, the SPAC transaction journey must be undertaken with advanced planning.