The C-Suite Dashboard

AI, recent legislation and global forces are reshaping today’s
business landscape. Explore what our teams are seeing across the market – and what it means for your business.

STAY AHEAD OF AN EVOLVING WORLD

Redefine regulatory preparedness with AI

Find out how AI agents can reveal risk as it forms, so executives can make smarter business decisions.

IEEPA tariff refunds, timelines, and risks

Understand IEEPA tariff refunds, timelines, and risks to maximize recovery and compliance.

Recovering from a cyber incident

Explore how organizations can minimize damage, preserve evidence, strengthen their defenses, and quantify their financial losses after an incident.

Remaining resilient after a cyber breach

Learn what financial executives and business leaders need to do to stay resilient in the event of a cyberattack during an audit.

PCAOB audit readiness

Learn why PCAOB audit readiness is critical for companies going public and how early planning enables smooth IPO or de-SPAC transactions.

Cybersecurity events and SOC 2

Learn how cyber incidents impact SOC 2 compliance and controls.

Private Equity mid-year report

Explore transaction data from the first half of 2026, plus trends in opportunities, challenges, strategic priorities, and more.

The first 100 days

The first 100 days require balancing urgent demands with foundational work to build value. Learn how to execute effectively.

U.S. capital markets: What foreign companies must know before entering

Explore regulatory and reporting considerations for entering the U.S. capital markets, including differences between IFRS, U.S. GAAP, and local GAAPs.

Dealmakers Unplugged

Deal activity is accelerating, spreads are tightening, and new structures are reshaping how capital gets deployed. Learn about the trends that lenders and sponsors need to know.

Going public as a SPAC target company

Learn how to prepare for a SPAC acquisition with insights on tax, audit, and compliance. Read more to explore key planning essentials.

Supply chain resilience for government contractors

Learn how government contractors can strengthen supply chain resilience through better decision-making, visibility, and supplier collaboration.

Corporate sustainability amid federal deregulation

State mandates rise as federal climate rules recede, increasing risk and complexity for companies. Learn how to stay prepared.

How proactive realignment drives agility and growth

Learn why and how proactive realignment drives agility and growth. Read more to explore strategies, leadership insights, and best practices.

Modernize forecasting and budgeting processes to improve agility

Learn how finance leaders can strengthen organizational resilience by modernizing forecasting and budgeting processes to improve agility amid economic uncertainty.

Buy-sell agreements: A must-have for business continuity

Buy-sell agreements protect businesses from disruption due to death, disability, or exit by outlining ownership transfer and funding plans. Learn more.

How modern finance reshapes the accounting function

Explore how finance can better support strategic and operational business goals.

How AI agents help CFOs move faster with greater confidence

Connect siloed data, link insight to execution, and gain a clearer, evidence‑based view of growth decisions.

Building, reviewing, and refining financial models

Improve clarity, reliability, and governance with proven financial modeling best practices.

AI readiness for your ERP

Learn how governance, data, and process discipline – not AI tools – determine ERP outcomes.

The first 90 days of AI adoption

Turn early curiosity into responsible adoption that creates real value. Learn how with a practical 90-day approach.

Tax planning and compliance after cannabis rescheduling

Companies affected by the recent cannabis rescheduling may see increased complexity in their taxes. Learn more.

Sales tax nexus & product taxability

Sales tax nexus and product taxability rules continue to evolve. Organizations must understand their obligations, the rules for different product or service offerings, and where risks may arise.

One Big Beautiful Bill Act's impact on individuals

Read our overview of how the One Big Beautiful Bill Act modifies TCJA-era tax provisions, deductions, investing, and more.

Tariffs: Assess your state sales tax exposure

As policies continue to evolve, tariffs are becoming a regular part of doing business. Because state laws and definitions vary, it’s important to examine jurisdiction-specific rules for accurate application of tax to tariffs. Learn more.

Unlocking value through R&D tax credits, Section 174, and fixed asset planning

Explore what’s new, what’s required, and how to plan accordingly so you can maximize benefits while staying audit ready.

STAY AHEAD OF THE CURVE

Cut through complexity, weigh trade-offs quickly, and keep momentum moving. From strategic planning through hand-on execution, we help you make the next move matter.

Get in touch with our advisors today.

Connected insight, when it counts most.

Tax strategy

Following the passage of sweeping tax changes in 2025's One Big Beautiful Bill (OBBB) Act, 2026 is shaping up to be a year of transition, as guidance evolves and changes take effect. In the meantime, both businesses and individuals should be proactive in evaluating tax planning opportunities to maximize savings and optimize their financial strategy.

Discover our insights on tax strategy:

• Webinar: Unlocking value through R&D tax credits, Section 174, and fixed asset planning (Opens a new window)

• Sales tax nexus & product taxability: Risks & compliance (Opens a new window)

• A new era for cannabis: Tax planning and compliance after rescheduling (Opens a new window)

• One Big Beautiful Bill Act: Tax highlights and strategies for individuals

• Tariff taxation: How to assess your state sales tax exposure

Tax strategy

Optimizing performance

Businesses need to be at the top of their game to stay ahead of the competition on a rapidly changing playing field. Position your organization to best navigate new challenges and opportunities by optimizing resources, improving operations, and leveraging technology to drive innovation.

Discover our insights on optimizing performance:

• Modern Finance Video Series

• A practical first 90 days of AI adoption: Turning curiosity into confidence (Opens a new window)

• AI agents and the connected CFO: From siloed data to confident growth decisions (Opens a new window)

• What AI readiness for your ERP actually requires  (Opens a new window)

• Financial modeling best practices: A practical guide for model users (Opens a new window)

• From automation to adaptation: How agentic ERP could change the role of finance (Opens a new window)

Optimizing performance

Resilience

Though macro issues continue to create uncertainty in the boardroom, leaders should remember that a changing environment is not inherently negative. Those who understand it are better equipped to rethink their operations and make strategic investments that drive growth even amid ongoing shifts.

Discover our insights on resilience:

• Turning budgets into living plans through continuous forecasting

• Proactive realignment: A strategic imperative for growth

• Why corporate sustainability matters amid federal deregulation and policy volatility (Opens a new window)

• Building supply chain resilience starts with better decisions (Opens a new window)

• Buy-sell agreements: A must-have for business continuity

Resilience

Managing risk

Executives need effective risk management to safeguard their organizations against potential threats while capitalizing on opportunities. A proactive approach to the various risks—financial, operational, strategic, and compliance-related—helps businesses anticipate and prepare for uncertainties, supporting resilience and stability in an ever-changing market environment.

Discover our insights on managing risk:

• How AI agents are redefining regulatory preparedness (Opens a new window)

• Tariffs in 2026: Financial opportunity meets enforcement risk (Opens a new window)

• Webinar: Recovering from a cyber incident - What you need to know, now (Opens a new window)

• Cyber incidents and your audit: Remaining resilient after the breach

• PCAOB audit readiness: A strategic imperative for IPO and de-SPAC success

• Cybersecurity events and SOC 2: Strengthen controls to rebuild trust

Capital markets

After a year defined by heightened uncertainty, expectations have reset, and dealmakers have shifted their attention toward execution: deploying capital selectively, driving operational value, and positioning portfolios to perform across a range of economic outcomes. Success in 2026 hinges on operational excellence and the capacity to adapt as markets continue to evolve.

Discover our insights on capital markets:

• Private Equity Mid-Year 2026 Report: From recalibration to selective acceleration (Opens a new window)

• The first 100 days: The marathon begins right after the sprint (Opens a new window)

• U.S. capital markets: What foreign companies must know before entering (Opens a new window)

• Dealmakers Unplugged Video Series

• Going public as a SPAC target company: What to consider and how to prepare

• Private Equity: Illustrative Financial Statements

• Private equity portfolio companies: Auditor selection guide

• Managing transactional risk in a changing M&A landscape (Opens a new window)