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How a growing contractor uncovered and corrected $500K in sales and use tax overpayments, reducing audit risk and improving compliance.


Prepare for CMS Rural Health Transformation (RHT) funding before the NOFO. Learn how early planning improves alignment, ROI, and long-term viability.
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Modern enterprise risk management in financial services requires integrated oversight. Learn how ERM, ICFR, and audit work best as a unified framework.
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Bank and credit union M&A rebounded in 2025, shifting from crisis-driven deals to strategic growth, regulatory clarity, and stronger purchase accounting discipline.
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Learn what CMMC 2.0 requirements mean for construction contractors in the Department of Defense (DoD) supply chain, including certification levels, contract eligibility, and why early readiness matters.
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Learn how Trump Accounts work, who benefits most, and how they can complement trusts, 529s, and other planning tools.
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Bank supervision in 2026 is more risk-focused and outcome-driven. See where examiners will spend time and how leaders can prepare across capital, liquidity, and AML.
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Explore how the CMS Rural Health Transformation Program impacts rural hospitals, grant governance, and risk management, and why a strong governance model supports long-term viability and overall success.
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CISA warns that Microsoft 365 misconfigurations are driving real-world cyberattacks. Learn how cloud security evaluations uncover hidden risk before incidents occur.
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Learn what CMMC 2.0 requirements mean for defense contractors, including certification levels, contract eligibility, and why early readiness matters.


How a multi-state contractor reduced construction sales tax overpayments, improved bid accuracy, and protected profit margins with better SALT controls.
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See how a specialty healthcare group used data driven financial modeling to resolve a 50/50 partnership deadlock, support succession planning, and unlock long term value.

In this quarterly update, the Elliott Davis team shares the latest on key regulatory insights and updates for financial services.


Discover how to leverage the Section 1202 QSBS gain exclusion across your private equity portfolio.

In this quarterly update, the Elliott Davis team shares the latest on key regulatory insights and updates for financial services.


Learn when HSA eligibility ends after age 65, how Medicare enrollment and the six-month lookback affect contributions, limits, and potential penalties.
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Explore key state tax considerations for banks, credit unions, and other lenders, including nexus standards, apportionment rules, and sales tax challenges. Learn best practices to stay compliant across multiple jurisdictions.


FDICIA threshold changes may exempt many community banks from ICFR attestations, but SOX compliance might be around the corner. Learn how public float and revenue tests impact your filing status and what steps to take now.


Learn how specialty finance companies and fintech lenders can apply ASU 2025-08 to account for purchased seasoned loans.
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Automated scans miss how attackers exploit bank and fintech workflows. Learn why manual web app penetration testing uncovers fraud paths scanners can’t.
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Leverage AI in manufacturing with practical use cases—quality control, predictive maintenance, digital twins—plus data and policy steps to reduce risk.
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Hard-won lessons from annual SOX 404(a) reviews on internal controls, ICFR effectiveness, risk alignment, and how to improve audit outcomes year over year.


Plan next-year nonprofit budgets early. Use GAAP accrual, forecast cash for grants and pledges, align Form 990 categories, and brief the board.


Explore how the CMS Rural Health Transformation Program impacts rural hospitals, grant compliance, and risk management, and why strong internal controls support lasting results.
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Discover how financial institutions can scale AI in lending while managing innovation, compliance, algorithmic risk. Learn strategies for governance, model validation, and vendor oversight.


Strategic balance sheet restructuring trends for 2026, including portfolio repositioning, sale-leasebacks, and tools to improve capital efficiency


Explore the tax advantages of donating real estate or land, including income and estate planning benefits, timing considerations, and common pitfalls for high-net-worth donors.


Learn what’s next after the Supreme Court ruled against tariffs imposed under the IEEPA and how to best position your company for a refund.


Explore risk and compliance strategies for fintech partnerships in 2026. Learn best practices for governance, payments, contracts, and consumer protection.


Learn how specialty finance companies and fintech lenders can apply ASU 2025-08 to account for purchased seasoned loans.

Elliott Davis and AMPLOS enter a strategic partnership


Deferred Opportunity Zone gains become taxable on December 31, 2026. Learn what this means for QOF investors and how early planning can help manage cash flow.


Manufacturers may claim 100% first-year depreciation for qualified production property under IRS Notice 2026-16 (IRC 168(n)). Learn about eligibility and rules.


See how a nine-office DSO built a scalable, private equity-ready platform using office-level modeling, KPI dashboards, and a centralized back-office.


Learn how to prepare your business for sale by strengthening strategy, financial reporting, and operations to enhance valuation and attract buyers.
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Learn what comes next following a Federal Claims Court ruling that certain federal tax due dates should have been suspended during the COVID-19 pandemic.


Cybersecurity in healthcare is now a patient safety issue. Learn how providers can manage rising cyber threats, supply chain risk, and regulatory scrutiny in 2026.


Learn what’s next after the Supreme Court ruled against tariffs imposed under the IEEPA.


Alternative investments outlook for 2026 covering private equity, venture capital, private credit, and hedge funds, with key trends shaping allocations.


The OBBBA changes meal & entertainment deductions starting in the 2026 tax year. Most employer-provided meals will no longer qualify for deductions with a few specific exceptions. Explore next steps for employers.
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Deciding between a compilation, review, or audit? See how each assurance level impacts bonding capacity, lender trust, and growth—and choose the right fit for your construction firm.


Banking’s 2026 inflection point: credit buffers, liquidity discipline, third-party risk, and compliance—amid faster M&A and tighter capital. See what leaders should do.


Discover how the One Big Beautiful Bill Act (OBBBA) impacts financial institutions – from loan structures and compliance frameworks to tax incentives and product design. Learn key provisions and actionable strategies to stay compliant and seize new opportunities.


Finance and operations alignment boosts agility, scalability, and profitability. Learn how collaboration, real-time data, and integrated KPIs transform manufacturing performance.
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Turn December generosity into year-round impact with practical, accounting-informed steps to honor restrictions, tighten controls, and steward donors.

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In 2026, the IRS will no longer issue paper checks for tax refunds. All payments and refunds will be processed and sent electronically.


Discover how CFOs at financial institutions are planning for 2026 with strategies for IPO readiness, regulatory compliance, mergers, and AI adoption. Learn key insights from industry leaders to navigate change and position your institution for growth.


Discover how tariffs, regulatory shifts, and technology are reshaping global trade and supply chains. Learn strategies for agility, fulfillment optimization, and tariff mitigation to stay competitive in an era of uncertainty.


Discover key lessons and practical steps for adopting the new Global Internal Audit Standards (GIAS), effective January 2025. Learn how governance, risk-based planning, and technology enablement can strengthen your internal audit function.
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Stay informed on the latest developments in financial reporting and accounting regulations, with timely updates from the FASB, OCC, FDIC, and other key regulatory agencies – plus a forward-looking preview of upcoming projects and initiatives.


Invest in the right accounting and finance software to future-proof your business. Compare QuickBooks, NetSuite, and Sage Intacct for scalability and optimal fit.


Discover how Qualified Charitable Distributions (QCDs) can help retirees and high-income taxpayers maximize tax savings under the 2026 rules. Learn strategies to bypass new AGI thresholds and deduction caps while supporting charitable goals.


Discover effective compensation strategies for key employees during the disposition phase of the capital cycle. Learn how transaction bonuses, carried interest, and profit-sharing plans can align incentives, manage tax implications, and drive retention for real estate firms.


Discover how construction contractors can leverage benchmarking and KPIs to sharpen bids, improve margins, and gain a competitive edge. Learn practical strategies for data- driven decisions that boost profitability and operational efficiency.


Ready to sell your manufacturing business? Learn how to boost valuation, streamline financials, and attract buyers in Charlotte and across the Southeast. Elliott Davis guides manufacturers through due diligence, tax planning, and operational improvements for a profitable exit.


Discover how financial institutions can navigate rising cyber risks and AI challenges after the FFIEC retires its CAT tool. Compare NIST CSF 2.0, CRI Profile, and CIS Controls v8.1 to choose the right framework for resilience and compliance.


Discover how the FDIC’s new Part 363 thresholds impact ICFR compliance, audit planning, and risk management for community banks starting January 2026.

This article provides the replay of our December Finance, Accounting, & Strategy Forum


Expanding across states? Hidden SALT risks can derail growth. Learn how real estate firms can stay compliant and avoid costly penalties.


Discover how growing construction contractors can optimize their ERP systems without starting from scratch. Learn how rightsizing ERP improves scalability, integration, and decision-making across finance, operations, and project management.


Explore how the AI workforce revolution reshapes tax strategy. Learn how OBBBA incentives, automation-driven deductions, and state tax rules impact planning for businesses adopting AI.


Discover how margin analysis empowers multi-specialty healthcare practices across the U.S. to improve profitability, optimize operations, and make smarter decisions through financial visibility.


Discover how private equity fund managers can prepare for audits at the fund level. Learn key differences between SBIC and non-SBIC structures, common pitfalls, and six practical steps to ensure compliance and protect investor confidence.


Discover five key accounting methods for construction contractors: PCM, CCM, cash basis, accrual, and accrual less retainage. Learn how OBBBA changes impact residential contracts and tax planning.


Discover how the One Big Beautiful Bill Act (OBBBA) temporarily raises the SALT deduction cap to $40,000, its phaseout for high-income earners, and strategies to optimize tax planning before the cap reverts in 2030.


The FASB introduced significant changes to the CECL standard, addressing purchased financial asset accounting and acquisition reporting. The new guidance applies to fiscal years beginning after December 15, 2026, with early adoption permitted.

This article provides the replay of our November Financial Services Group Risk Management, Compliance & Internal Audit Forum


Discover how real estate firms, REITs, and QOFs stay compliant through specialized requirements and periodic testing. Learn operational best practices when managing fixed assets, planning for estimated tax payments, and preparing for audit.


Discover how healthcare CFOs can harness AI to drive operational efficiency, reduce burnout, and improve patient outcomes. Learn scalable strategies for financial performance, workforce support, and compliance in U.S. healthcare systems.


Discover tax-saving opportunities for business owners managing multiple entities. Learn how entity structure, strategic elections, advanced planning tools, and knowledgeable advisors can help you reduce tax liability and maximize after-tax income.


Explore how the One Big Beautiful Bill affects charitable giving in 2025. Learn tax benefits of donating stock and cash, AGI limits, and strategies to maximize deductions before upcoming changes.


Discover 7 essential year-end tax strategies for family-owned businesses. Learn how to reduce tax liability, optimize cash flow, and preserve generational wealth through income timing, deductions, charitable giving, and more.


The U.S. trucking industry faces a prolonged downturn. Explore credit access, fleet capacity, and survival strategies for lenders and operators in this Elliott Davis deep dive.


Discover how strategic alignment between Finance and Operations drives smarter decisions, agile execution, and sustainable growth, especially for healthcare providers navigating cost and performance challenges.


Discover whether private capital is the right fit for your real estate strategy. Learn how middle-market firms can leverage high-net-worth investors and family offices to gain agility, control, and faster access to funding.


Discover how California’s finalized market-based sourcing rules will reshape asset management taxation in 2026. Learn what CFOs and fund managers must do now to prepare for investor-based fee sourcing and expanded compliance obligations.


Explore key financial and strategic considerations for business sellers after closing a deal. This guide covers contingent payments, equity rolls, seller notes, leverage, escrow provisions, and employment agreements, offering practical tips to protect your financial outcomes and navigate post-transaction responsibilities with confidence.


Discover how a California-based tech company recovered $1.2 million in state refunds by correcting income apportionment errors. Learn how expert SALT guidance uncovered overlooked savings and helped the business understand their state tax position.


Stay informed on how the recent changes to Qualified Small Business Stock (QSBS) under IRC 1202 affect tax strategy, exit planning, and investment structure for founders, investors, and growing companies. Learn how the One Big Beautiful Bill Act expands gain exclusions and raises asset thresholds.


The IRS has finalized Roth catch-up contribution rules for high earners over 50, effective January 1, 2026. Learn what employers and employees need to know about compliance, payroll updates, and super catch-up limits under the SECURE 2.0 Act.


Elliott Davis provides quick updates on 2025 tax news in October


Discover how Elliott Davis helped a nationwide PE firm optimize deal execution, post-close integration, and sell-side readiness across healthcare and academic services.


Discover how real estate CFOs can prepare for a successful year-end close with strategies for tax planning, audit readiness, and investor reporting. Learn best practices and timelines tailored to the complexities of multi-entity real estate operations.


Stay informed on the latest developments in financial reporting and accounting regulations, with timely updates from the FASB, OCC, FDIC, and other key regulatory agencies – plus a forward-looking preview of upcoming projects and initiatives.


Discover how construction firms manage state and local tax issues, the risks involved, and proactive measures to maintain compliance. This article outlines key impacts of SALT challenges on the construction industry.


Discover how a North American manufacturer regained profitability by leveraging enhanced data visibility and dynamic product costing. Learn how strategic insights into product-level costs helped reduce inefficiencies, optimize pricing, and drive sustainable growth.


Financial services 3rd quarter update: Trends, regulatory changes, and best practices


Cyberattacks are surging across U.S. manufacturing, with 317 breaches reported in 2024 alone. Learn why manufacturers are prime targets, what a breach can cost, and how proactive cybersecurity strategies can protect operations, data, and customer trust.


Explore how MITA 3.0 and the CMS Interoperability Framework are helping Medicaid programs modernize IT systems, improve data exchange, and enhance decision-making—without adding regulatory burden.


Explore strategic tax planning opportunities for Private Equity under the One Big Beautiful Bill Act, including deductions, QSBS gains, and R&D expensing, with our free printable resource.


As real estate firms navigate capital raises, cybersecurity is emerging as a critical factor for investor trust. Learn why protecting financial and investor data is a growth imperative and how to build a strong cyber foundation to safeguard your firm.


HIPAA’s proposed updates make cybersecurity mandatory—requiring stronger safeguards, detailed documentation, and faster recovery from incidents. Healthcare organizations must act now to stay compliant.


Learn how one family used Qualified Personal Residence Trusts (QPRTs) to preserve generational wealth and reduce estate taxes on $16 million in real estate. Discover strategic planning insights and potential savings.


Discover how aggressive tariff policies are driving up construction costs and causing project delays across the industry. Learn how builders and developers are responding with strategic planning, contract adjustments, and tax incentives from the One Big Beautiful Bill Act to maintain viability and cash flow.