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Preserving legacy through planning: A family’s QPRT strategyPreserving legacy through planning: A family’s QPRT strategy

Preserving legacy through planning: A family’s QPRT strategy

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.

Case Study
September 10, 2025
No items found.
Case Study
High Net Worth
Succession Planning
The tariff squeeze is real and it’s hitting construction hardThe tariff squeeze is real and it’s hitting construction hard

The tariff squeeze is real and it’s hitting construction hard

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.

September 9, 2025
Construction
Article
Strategy & Growth
Operational Excellence
Federal Tax
Where internal controls break down in financial servicesWhere internal controls break down in financial services

Where internal controls break down in financial services

Explore where internal controls break down in financial services and how ICFR deficiencies, like weak oversight, poor risk assessment, and inadequate monitoring, can lead to financial misstatements. Learn strategies to strengthen your control environment and protect reporting integrity.

September 8, 2025
Financial Services
Article
Governance, Risk, & Compliance
Internal Audit Services and Quality Assurance Reviews
Why some lenders are breaking up with CECL and what they’re choosing insteadWhy some lenders are breaking up with CECL and what they’re choosing instead

Why some lenders are breaking up with CECL and what they’re choosing instead

Discover the strategic reasons why some lenders are abandoning CECL, the implications of FVO adoption, and what it means for financial reporting and risk management.

September 4, 2025
Financial Services
Article
Internal Audit Services and Quality Assurance Reviews
Governance, Risk, & Compliance
Client Accounting Advisory Services
Operational Excellence
The Success AuditThe Success Audit

The Success Audit

What does success really mean? In this episode, Drs. Milt Lowder and Drew Brannon take a deep dive into redefining success.

Podcast
September 3, 2025
No items found.
Podcast
Human Capital
How one family-owned business modernized for growthHow one family-owned business modernized for growth

How one family-owned business modernized for growth

Discover how a family-owned business worked with Elliott Davis to modernize operations, navigate generational transition, and build a scalable finance function to support rapid growth and acquisitions.

Case Study
September 2, 2025
Services
Manufacturing & Distribution
Construction
Case Study
High Net Worth
Succession Planning
Business Turnaround & Recovery
Examiners are not impressed: Why your BSA/AML model needs workExaminers are not impressed: Why your BSA/AML model needs work

Examiners are not impressed: Why your BSA/AML model needs work

Discover why BSA/AML models are falling short of examiner expectations and how financial institutions can strengthen compliance programs amid evolving regulations, staffing challenges, and emerging risks like cartel-linked activity and crypto exposure.

August 28, 2025
Financial Services
Article
Internal Audit Services and Quality Assurance Reviews
Governance, Risk, & Compliance
Audits, Reviews & Compilations
SOC Reporting
From the Gridiron to the HeadsetFrom the Gridiron to the Headset

From the Gridiron to the Headset

In this episode, Dr. Drew Brannon sits down with legendary Coach Jim Donnan to reflect on his remarkable journey through college football.

Podcast
August 27, 2025
No items found.
Podcast
Human Capital
Have you modeled after-tax cash flows?Have you modeled after-tax cash flows?

Have you modeled after-tax cash flows?

Learn why modeling after-tax cash flows is essential during the disposition phase of real estate investments. Discover key tax considerations, gain allocation strategies, and how to avoid surprises that impact investor returns and reinvestment planning.

August 27, 2025
Real Estate
Article
Strategy & Growth
Transaction Advisory
Client Accounting Advisory Services
One Big Beautiful Bill: International tax implications for global manufacturersOne Big Beautiful Bill: International tax implications for global manufacturers

One Big Beautiful Bill: International tax implications for global manufacturers

Explore strategic tax planning opportunities for global manufacturers under the One Big Beautiful Bill Act, including GILTI, NCTI, FDII, FDDEI, and R&D.

August 26, 2025
Manufacturing & Distribution
Article
Federal Tax
International Tax
From data to dollars: Connecting profitability, sales enablement, and value creationFrom data to dollars: Connecting profitability, sales enablement, and value creation

From data to dollars: Connecting profitability, sales enablement, and value creation

Learn how companies in manufacturing, construction, and service industries can unlock profitability and growth through data-driven sales enablement.

Case Study
August 25, 2025
Manufacturing & Distribution
Private Equity
Construction
Services
Case Study
Strategy & Growth
Transaction Advisory
Business Turnaround & Recovery
Operational Excellence
Business Systems Consulting
Tax Thursday in Three: August 21, 2025Tax Thursday in Three: August 21, 2025

Tax Thursday in Three: August 21, 2025

Elliott Davis provides quick updates on 2025 tax news

Video
August 21, 2025
Construction
Manufacturing & Distribution
Real Estate
Private Equity
Healthcare
Video
Federal Tax
High Net Worth