SOC Reports
How to Evaluate Whether a Firm Can Perform a SOC 1 Examination
SOC reports are often discussed as if they are interchangeable. In practice, that assumption breaks down quickly. A SOC 1 report is not a general...
Blog
High Tech & Software
High Tech & Software
Risk Advisory
SOX 404 Compliance and the Value of Strong Internal Controls
Strong internal controls under SOX 404(a) help organizations prevent errors, improve operational consistency, and maintain confidence with stakeholders. Effective compliance turns regulatory requirements into a...
SOC Reports
SOC Compliance Tools Under Scrutiny
Key Takeaways: Recent allegations in the market raise concerns that some compliance automation platform outputs have incorrectly overstated control effectiveness and lack of proper auditor...
SOC Reports
How SaaS and AI Companies Benefit from SOC 2 Examinations
Key takeaways: SOC 2 examinations provide a structured framework for documenting how AI systems are designed, governed, and controlled, helping organizations meet stakeholder expectations for...
Transaction Advisory
IRS Updates Guidance on Business Interest Deductions
Key takeaways: IRS updates FAQs on business interest expense deductions under Section 163(j). New rules allow adding back depreciation, amortization, and depletion when calculating adjusted...
Transaction Advisory
Why Tax Planning Should Begin Well Before a Multistate or International Business Sale
When preparing a business for sale, one of the first areas buyers examine is tax compliance. Where a company files state income, sales, and payroll...
High Tech & Software
What SaaS Companies Need to Know About State Tax Obligations
As software companies shift to subscription-based models and expand across state lines, tax obligations grow less predictable—and more costly when overlooked. Sales tax on Software-as-a-Service...
Business Tax
Massachusetts to Automate Penalties on Late Advance Payments Starting July 2025
Beginning July 1, 2025, the Massachusetts Department of Revenue (DOR) will automatically assess penalties on businesses that fail to make required advance tax payments by...
Transaction Advisory
M&A Activity Set to Increase in 2025 Amid Economic and Demographic Shifts
After a period of slowed deal making driven by high interest rates and uncertainty, the M&A landscape could look very different in 2025. As the...
