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Article

  • bad debt reserves for businesses

    May 22, 2026

    Bad Debt Reserves for Businesses: Why It Causes More Trouble Than You Think

    Bad Debt Reserves for Businesses: Why It Causes More Trouble Than You Think

    By Ann Montgomery|Categories: Article|5.1 min read|
  • Insero Logo Overlay

    May 18, 2026

    Insero Strengthens Strategic Business Advisory Services Platform Through Acquisition of Actel Advisory Group

    Insero Strengthens Strategic Business Advisory Services Platform Through Acquisition of Actel Advisory Group

    By Insero|Categories: Article, News|2.5 min read|
  • Artificial Intelligence

    May 6, 2026

    C-Suite Perspectives On AI: Where to Use AI and Where to Rely Only on Humans

    C-Suite Perspectives On AI: Where to Use AI and Where to Rely Only on Humans

    By John Loury|Categories: Article, Cause + Effect Strategy Archives|9.7 min read|
  • Cause + Effect Strategy

    April 29, 2026

    Rochester firms lead generative AI adoption across industries

    Rochester firms lead generative AI adoption across industries

    By John Loury|Categories: Article, Cause + Effect Strategy Archives|1.4 min read|
  • Cause + Effect Strategy

    April 29, 2026

    CAUSE + EFFECT Strategy Becomes the 20th U.S. Company to Achieve Snowflake Premier Partner Status

    CAUSE + EFFECT Strategy Becomes the 20th U.S. Company to Achieve Snowflake Premier Partner Status

    By John Loury|Categories: Article, Cause + Effect Strategy Archives|2.2 min read|
  • Business Accountant and Bookkeeper

    April 20, 2026

    When Should Property Owners Consider a Cost Segregation Study?

    When Should Property Owners Consider a Cost Segregation Study?

    By Lou Gangi|Categories: Article, Tax|4.9 min read|
  • Businessman in casual clothes reviewing document reports

    April 17, 2026

    Executor Responsibilities Checklist: What Happens in the First 90 Days of Estate Administration

    Executor Responsibilities Checklist: What Happens in the First 90 Days of Estate Administration

    By Alan Pecora|Categories: Article, Private Clients & Individuals|4.8 min read|
  • Business consultant attends committee meetings

    April 16, 2026

    Should You Establish a Retirement Plan Governance Committee?

    Should You Establish a Retirement Plan Governance Committee?

    By Anthony Mangiameli|Categories: Article, Employee Benefit Plans|4.9 min read|
  • business people in a meeting

    April 13, 2026

    4 Nonprofit Best Practices for Budgeting and Forecasting

    4 Nonprofit Best Practices for Budgeting and Forecasting

    By Kimberly Gangi|Categories: Article, Nonprofit Organizations|3.9 min read|
  • business woman reviewing documents

    April 8, 2026

    How Law Firms Lose Revenue Through Hidden Inefficiencies

    How Law Firms Lose Revenue Through Hidden Inefficiencies

    By Emily Hill|Categories: Article, Professional Service Firms, Client Accounting Services|4 min read|
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“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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