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The Power of VisualizationThe Power of Visualization

The Power of Visualization

In this episode, Dr. Milt Lowder and Dr. Gabby Caviedes unpack The Power of Visualization, a proven mental skill that activates the same neural pathways as physical practice.

Podcast
December 10, 2025
No items found.
Podcast
Human Capital
Have you accounted for state tax obligations in your growth strategy?Have you accounted for state tax obligations in your growth strategy?

Have you accounted for state tax obligations in your growth strategy?

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

December 10, 2025
Real Estate
Article
State & Local Tax
Rightsizing ERP for growing construction contractorsRightsizing ERP for growing construction contractors

Rightsizing ERP for growing construction contractors

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.

Article
December 9, 2025
Construction
Article
Strategy & Growth
Operational Excellence
Business Systems Consulting
Office of the CIO & Technology Resilience
Tax implications of the AI workforce revolution: The next frontier of human capital planningTax implications of the AI workforce revolution: The next frontier of human capital planning

Tax implications of the AI workforce revolution: The next frontier of human capital planning

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.

Article
December 8, 2025
Financial Services
Manufacturing & Distribution
Healthcare
Technology
Article
State & Local Tax
Federal Tax
Strategy & Growth
Office of the CIO & Technology Resilience
Finding Your True NorthFinding Your True North

Finding Your True North

In this episode, Dr. Milt Lowder sits down with Michelle Seaver, President of Greenville, Spartanburg, and Cherokee Counties for United Community Bank, to explore how true leadership is rooted in community impact.

Podcast
December 3, 2025
No items found.
Podcast
Human Capital
Using margin analysis to strengthen healthcare operationsUsing margin analysis to strengthen healthcare operations

Using margin analysis to strengthen healthcare operations

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.

December 3, 2025
Healthcare
Private Equity
Article
Strategy & Growth
Operational Excellence
Client Accounting Advisory Services
Audit ready: A first-time guide for private equity fund managers — SBIC vs. regular structuresAudit ready: A first-time guide for private equity fund managers — SBIC vs. regular structures

Audit ready: A first-time guide for private equity fund managers — SBIC vs. regular structures

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.

December 2, 2025
Private Equity
Article
Internal Audit Services and Quality Assurance Reviews
Audits, Reviews & Compilations
Transaction Advisory
Strategy & Growth
Operational Excellence
Wanting What You HaveWanting What You Have

Wanting What You Have

In this Thanksgiving special episode, Drs. Drew Brannon, Milt Lowder, and Gabby Caviedes explore the transformative power of gratitude.

Podcast
November 26, 2025
No items found.
Podcast
Human Capital
The construction contractors’ guide to accounting methodsThe construction contractors’ guide to accounting methods

The construction contractors’ guide to accounting methods

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.

November 25, 2025
Construction
Article
Client Accounting Advisory Services
Strategy & Growth
Operational Excellence
How changes to the SALT deduction could affect your tax planningHow changes to the SALT deduction could affect your tax planning

How changes to the SALT deduction could affect your 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.

Article
November 21, 2025
No items found.
Article
High Net Worth
State & Local Tax
FASB Alert: ASU 2025-08 brings major CECL reform for purchased loan accountingFASB Alert: ASU 2025-08 brings major CECL reform for purchased loan accounting

FASB Alert: ASU 2025-08 brings major CECL reform for purchased loan accounting

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.

November 20, 2025
Financial Services
Article
Client Accounting Advisory Services
Financial Services Group Risk Management, Compliance, & Internal Audit Forum Replay

Financial Services Group Risk Management, Compliance, & Internal Audit Forum Replay

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

November 20, 2025
Financial Services
Video
Internal Audit Services and Quality Assurance Reviews