Insights

Recent Insights

Podcast

October 10, 2024

26:56

Understand FEMA's disaster recovery process, including how funding flows, eligibility requirements, and navigating the Public Assistance Program.

Podcast

October 5, 2024

25:22

Speakers: Jim Holman, Steve Holliday

Listen to our 'Year of Efficiency' podcast to explore how efficiency drives innovation and growth with real-world examples from leading technology companies.

Webinar Recording

October 4, 2024

Watch to learn the key role of certified Community Development Entities (CDEs) and how they drive community growth through NMTC allocations.

Article

October 3, 2024

Learn how the 2017 Tax Cuts and Jobs Act expiration in 2025 will affect federal income tax rates, personal exemptions, and potential filing complexities.

Webinar Recording

September 26, 2024

Watch for key strategies in annual planning, including forecasting, budgeting and risk management, to drive organizational success in the upcoming year.

Podcast

September 17, 2024

11:45

Speakers: Christopher J. Truitt, Martin Karamon, William W. Billips, Timothy Doran

Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.

Article

September 16, 2024

Understand the steps to qualify for New Markets Tax Credits and how NMTCs can be a powerful financing tool for businesses in underserved communities.