Sage Intacct Q2 2025 Release Overview
It’s a new quarter, bringing fresh opportunities to streamline operations and enhance efficiency! Join us for our Q2 webinar to explore the latest Sage Intacct updates and discover how the first and only cloud financial management solution endorsed by the AICPA continues to empower finance leaders. Each quarter, we provide an overview of new features…
Estate Tax Planning: What You Need to Know from Now to 2026
Estate planning is an essential part of financial management, and with major changes expected in 2026, individuals with significant assets should take proactive steps to minimize their tax burden. Estate and Gift Tax Exemptions For 2024, the federal estate and lifetime gift tax exemption is $13.61 million per person ($27.22 million per couple). However, without…
Tax Alert: New “tech tax” and other increases take effect in Maryland
The Maryland legislature passed its annual budget and reconciliation bill (HB 352) on April 7, 2025. This budget bill introduces new and increased taxes across a range of individual and business taxpayers. A key provision in the budget is a “tech tax” – the expansion of the definition of “taxable services” to include various software…
Budgeting, Reporting, and Forecasting – The Future is Automated
Is your nonprofit organization entering 2025 faced with overwhelming financial and operational challenges, rising costs, technology and data hurdles, and/or mounting stakeholder expectations? You are not alone. Combine these pressures with the industry’s continuing workforce shortage and nonprofits must figure out how to do more with fewer resources. When it comes to budgeting, reporting, and…
Mac Lillard Receives the CPA Practice Advisor 40 Under 40 Award
GRF CPAs & Advisors is proud to announce that Mac Lillard, CPA/ABV/CITP, CIA, CFE, CISA/CRISC, has been named as a CPA Practice Advisor’s 40 Under 40! The 40 Under 40 Awards recognize top public accountants, educators, and thought leaders who are making a significant impact on the profession. These individuals are celebrated for their leadership,…