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Is your accounting software putting your business at risk?Is your accounting software putting your business at risk?

Is your accounting software putting your business at risk?

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

Article
January 9, 2026
Manufacturing & Distribution
Healthcare
Services
Article
Strategy & Growth
Operational Excellence
Office of the CIO & Technology Resilience
Business Systems Consulting
Governance, Risk & Compliance
What to know about qualified charitable distributions under the 2026 tax rulesWhat to know about qualified charitable distributions under the 2026 tax rules

What to know about qualified charitable distributions under the 2026 tax rules

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.

Article
January 8, 2026
No items found.
Article
High Net Worth
Federal Tax
How to Keep Your New Year's Goals From FadingHow to Keep Your New Year's Goals From Fading

How to Keep Your New Year's Goals From Fading

Building on the last two episodes focused on reflection and taking action, Drs. Drew Brannon and Gabby Caviedes address what often happens next: losing momentum.

Podcast
January 7, 2026
No items found.
Podcast
Human Capital
Are you compensating key employees to drive loyalty and results?Are you compensating key employees to drive loyalty and results?

Are you compensating key employees to drive loyalty and results?

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.

Article
January 7, 2026
Real Estate
Article
Strategy & Growth
Transaction Advisory
Client Accounting Advisory Services
Federal Tax
The competitive contractor’s playbook: Leveraging data for bigger winsThe competitive contractor’s playbook: Leveraging data for bigger wins

The competitive contractor’s playbook: Leveraging data for bigger wins

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.

January 6, 2026
Construction
Article
Client Accounting Advisory Services
Strategy & Growth
Operational Excellence
Business Systems Consulting
Office of the CIO & Technology Resilience
Ready to sell? Positioning your manufacturing business for a profitable exitReady to sell? Positioning your manufacturing business for a profitable exit

Ready to sell? Positioning your manufacturing business for a profitable exit

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.

Article
January 5, 2026
Manufacturing & Distribution
Private Equity
Article
Transaction Advisory
Client Accounting Advisory Services
Operational Excellence
Business Turnaround & Recovery
High Net Worth
How to Make Your New Year's Goals StickHow to Make Your New Year's Goals Stick

How to Make Your New Year's Goals Stick

Building on their previous conversation in Episode 361 about closing out the year well, Drs. Drew Brannon and Milt Lowder turn their focus to what comes next: action.

Podcast
December 31, 2025
No items found.
Podcast
Human Capital
How to Close the Year WellHow to Close the Year Well

How to Close the Year Well

As the year comes to a close, how you reflect can shape how you move forward. In this episode, Drs. Drew Brannon, Milt Lowder, and Gabby Caviedes unpack why a simple but intentional year-end process is one of the most powerful tools for personal and professional growth.

Podcast
December 24, 2025
No items found.
Podcast
Human Capital
Manufacturing and Distribution Symposium 2025

Manufacturing and Distribution Symposium 2025

December 18, 2025
Manufacturing & Distribution
Video
No items found.
What Athletes Can Teach Executives About PerformanceWhat Athletes Can Teach Executives About Performance

What Athletes Can Teach Executives About Performance

What if the same mental skills that elevate athletes could transform how leaders and teams perform at work? In this conversation, Drs. Milt Lowder and Gabby Caviedes explore how sport psychology seamlessly applies to the corporate world.

Podcast
December 17, 2025
No items found.
Podcast
Human Capital
Sustaining internal controls over financial reporting: What the FDIC’s new thresholds mean for youSustaining internal controls over financial reporting: What the FDIC’s new thresholds mean for you

Sustaining internal controls over financial reporting: What the FDIC’s new thresholds mean for you

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

Article
December 15, 2025
Financial Services
Article
Client Accounting Advisory Services
Internal Audit Services and Quality Assurance Reviews
Financial Services Group Finance, Accounting, & Strategy Forum Replay

Financial Services Group Finance, Accounting, & Strategy Forum Replay

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

December 11, 2025
Financial Services
Video
No items found.