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Stay informed with our latest webinars, podcasts, live events, and insights.

Recent Webinars

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  12 PM CT

EBP

Essential EBP Audit Updates for Financial Professionals

Join our expert panel for an essential webinar covering the significant Employee Benefit Plan (EBP) audit updates and requirements. Our experienced professionals will provide valuable insights to help you prepare for upcoming changes in audit procedures, compliance requirements, and best practices.

Tyler Noesser alliant Director
Tyler
Noesser
Hemanth Yaramasi alliantTalent Managing Director
Hemanth
Yaramasi
Mita Sukhwani alliantTalent Senior Manager
Mita
Sukhwani
Christopher McGuire CPA, CIA<br />
Member at Nichols Cauley & Associates
Christopher
McGuire

  12 PM CT

Legislative updates

The First 100 Days – A Fix to 174, Tariffs, and What to Expect With the New Administration

With a new administration set to take office, there are major questions about legislative priorities. Our Strategic Advisory Board has been connecting with key members of Congress and they’ve gathered intel on the three bills that are set to be passed in the first 100 days. We know a fix to 174 is imminent but what else can you and your clients bank on?

Rick Lazio alliant Senior Vice President<br />
Former U.S. Congressman
Rick
Lazio
Dean Zerbe alliant National Managing Director<br />
Former Senior Counsel to the U.S. Senate Finance Committee
Dean
Zerbe
Joe Crowley alliant Chairman for Job Creation and Retention<br />
Former U.S. Congressman
Joe
Crowley

  12 PM CT

ERC

IRS Denied your ERC Claim – Now what?

The IRS has released another round of ERC notices, disallowing claims. We expect this is just the tip of the iceberg and hundreds of thousands more claims could be denied. If one of your clients receives an IRS letter, they only have 30 days to respond, otherwise they will face stiff penalties.

Eric Hylton alliant National Director<br />
Former IRS Commissioner of the Small Business/Self Employed Division
Eric
Hylton
Dean Zerbe alliant National Managing Director<br />
Former Senior Counsel to the U.S. Senate Finance Committee
Dean
Zerbe
Alek Hernandez alliant Associate Director
Alek
Hernandez
Matthew Hunter alliant Associate Director
Matthew
Hunter

  12 PM CT

AI

AI, R&D, & The IRS – Cutting Edge or Compliance Nightmare?

The new 6765 for R&D credits now requires taxpayers to provide substantiation for their claim upon filing. This creates a burden many firms are not equipped to handle, and many businesses are turning to third parties who are using methods and shortcuts that are not endorsed by the IRS.

Sonny Grover alliant Executive Vice President
Sonny
Grover
Darren Guillot alliant National Director<br />
Former IRS Commissioner of the Small Business/Self Employed Division
Darren
Guillot
Chris Stephenson alliant Managing Director of Intelligent Automation, AI, and Digital Services
Chris
Stephenson

  12 PM CT

AI

AI Gold Mine or Landmine? Smart Applications and Risky Ventures

Everyone is coming out of the woodwork with AI tools and solutions that are going to “revolutionize your business.” But where does AI fit in your business and where would it be a bad idea? alliantgroup has deployed nearly 40 AI solutions across our firm, but we’ve also had experiments that just haven’t worked out.

Chris Stephenson alliant Managing Director of Intelligent Automation, AI, and Digital Services
Chris
Stephenson
Jamie Fowler Strategic Advisory Board Member
Jamie
Fowler
Chuck Wilson alliant Chairman of Technology<br />
CEO Emeritus National Systems Contractors Association
Chuck
Wilson
Darren Guillot alliant National Director<br />
Former IRS Commissioner of the Small Business/Self Employed Division
Darren
Guillot

  12 PM CT

ERC

Sharyn Fisk Highlights CPAs’ Role in ERC Claims: A Timely Call to Action

In a recent statement, Sharyn Fisk draws attention to the crucial responsibility that CPAs hold in ensuring their clients are safeguarded when it comes to Employee Retention Credit (ERC) claims. This timely reminder underscores the importance of proactive measures that CPAs must take to protect both their clients and their financial well-being.

Darren Guillot alliant National Director<br />
Former IRS Commissioner of the Small Business/Self Employed Division
Darren
Guillot

Recent Podcasts

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  8 AM CT

The Blue Room

From Bankruptcy Court to Tax Law: Lakia’ McCline’s Amazing Journey at alliant

Meet Lakia' McCline, Senior QC Attorney at alliant! In this episode of The Blue Room Podcast, host Lorraine Ladd sits down with Lakia' to explore her incredible transition from practicing bankruptcy law to leading a team at alliant.

Lorraine Ladd alliant Director of Talent Acquisition
Lorraine
Ladd
Lakia' McCline alliant Senior QC Attorney
Lakia'
McCline

  8 AM CT

The Blue Room

From Engineer to R&D Leader: Grant McNeill on Grit and Growth at alliant

In this episode of The Blue Room, host Lorraine Ladd sits down with Grant McNeill, Associate Director in alliant’s Research & Development practice. With over nine years at alliant, Grant shares how he transitioned from engineering to consulting, what makes R&D work so dynamic, and how his team leverages AI to boost quality and efficiency.

Lorraine Ladd alliant Director of Talent Acquisition
Lorraine
Ladd
Grant McNeill alliant Associate Director, R&D
Grant
McNeill

  8 AM CT

The Blue Room

First Job to Associate Director: McKenzie Findley on “Running Into the Fire”

Host Lorraine Ladd sits down with Associate Director McKenzie Findley to unpack what “Education & Awareness” really means at alliant—and how her team drives business strategy to empower sales, elevate acquisitions, and fuel rapid growth.

Lorraine Ladd alliant Director of Talent Acquisition
Lorraine
Ladd
McKenzie Findley alliant Associate Director
McKenzie
Findley

  8 AM CT

The Blue Room

From Associate to Chief of Staff: Ernesto Zermeno’s alliant Story

Join Lorraine Ladd, alliant Director of Talent Acquisition, as she chats with Ernesto Zermeno, Chief of Staff for our Business Development team, on the latest episode of The Blue Room Podcast!

Lorraine Ladd alliant Director of Talent Acquisition
Lorraine
Ladd
Ernesto Zermeno alliant Director of Talent Acquisition
Ernesto
Zermeno

  8 AM CT

The Blue Room

From Fear to Fire: Sara Khalifa’s 5-Year Rise at alliant

In this Blue Room episode, host Lorraine Ladd sits down with Sara Khalifa, Director at alliant, to unpack her 5-year journey from hesitation to high performance. Sara shares how saying “yes” changed her career, the power of investing in people, leading with authenticity, and building high-performing teams.

Lorraine Ladd alliant Director of Talent Acquisition
Lorraine
Ladd
Sara Khalifa alliant Director, Business Development
Sara
Khalifa

  8 AM CT

The Blue Room

Inside alliant’s QC Team with Stephen: Tax Law, Trivia & Building Trust

Join host Lorraine Ladd in conversation with Stephen Shropshire, Quality Control Attorney at alliant, as he shares insights into ensuring tax credit compliance, building client trust through transparency, and fostering team culture through competitive trivia nights.

Lorraine Ladd alliant Director of Talent Acquisition
Lorraine
Ladd
Stephen Shropshire alliant Senior Quality Control Attorney
Stephen
Shropshire