Insight | July 15, 2025
How the OBBBA will reshape your international tax strategy
The recently enacted “One Big Beautiful Bill Act” (OBBBA) has introduced sweeping changes to the U.S. international tax landscape.
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Insight | July 15, 2025
‘Crypto Week’ could redefine the way businesses transact, pay, and grow
Congress has declared July 14–18 as “Crypto Week,” with a legislative agenda that could lay the foundation for widespread digital asset adoption in the business world.
Insight | July 15, 2025
What is a SOC report, and why is it important?
What is a SOC report, and how do you know which one you need? Learn the differences between SOC 1, SOC 2, and SOC 3 reports, when to use each, and how these reports help build trust, demonstrate compliance, and support vendor management and cybersecurity assurance.
Insight | July 14, 2025
Preparing your technology company for the first audit
Your technology company’s first audit is more than a requirement, it’s a milestone. Learn how to prepare with the right team, systems, and documentation to avoid delays, reduce stress, and position your business for long-term growth and investor confidence.
Insight | July 11, 2025
California’s CEQA reforms: What real estate developers need to know
Not sure if you need a valuation or an appraisal for your commercial property? Learn the key differences between CRE valuation vs CRE appraisal, when to use each, and how choosing the right service can save time, money, and ensure regulatory compliance.
Insight | July 11, 2025
CRE valuation vs CRE appraisal: Which service does your property need?
Not sure if you need a valuation or an appraisal for your commercial property? Learn the key differences between CRE valuation vs CRE appraisal, when to use each, and how choosing the right service can save time, money, and ensure regulatory compliance.
News | July 10, 2025
BPM Partner Karla Luna named Los Angeles Business Journal’s Mentor of the Year
BPM Partner Karla Luna was named the Los Angeles Business Journal’s Mentor of the Year in 2025 for her exceptional dedication to developing accounting talent and fostering leadership.
Insight | July 10, 2025
What is a portfolio valuation? Everything you need to know
Real estate portfolio valuation helps you understand the true value of your assets across multiple properties. This guide breaks down how valuations work, when to get one, and which methods apply empowering better investment decisions for institutional and private real estate investors alike.
Insight | July 9, 2025
One Big Beautiful Bill Act permanently transforms Section 174 R&E treatment
The recently enacted One Big Beautiful Bill Act (“OBBBA”) has permanently restored immediate expensing for domestic research and experimental (“R&E”) expenditures, for tax years beginning after December 31, 2024, ending years of cash flow strain for businesses engaged in research activities.
Insight | July 9, 2025
Types of REITs every investor needs to understand
Discover the three main types of REITs and how they can help organizations diversify portfolios, manage risk, and pursue growth.
Insight | July 8, 2025
Executive Order changes Treasury requirements in handling paper checks
On March 25, 2025, the President signed an Executive Order (EO) that provides for a dramatic change to the way the U.S. Treasury will deal with paper-based payments.
Insight | July 8, 2025
5 signs your commercial real estate company has outgrown its financial infrastructure
Outdated financial systems can hinder your commercial real estate company’s growth. Learn five warning signs that your financial infrastructure needs an upgrade and how modernizing your systems can improve efficiency, ensure compliance, and support long-term scalability.
Team Member
Larry Algaze
Larry is an accomplished finance executive with over 20 years of leadership experience in the biotechnology and pharmaceutical industries. He …
Team Member
Mary Gillis
With a strong background in accounting advisory and program management, Mary brings extensive experience in month-end close, finance transformation, ERP implementations, and …