Insights
Recent Insights
Alert
January 22, 2024
Review the potential changes brought by the Tax Relief for American Families and Workers Act of 2024.
Article
January 19, 2024
Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.
Article
January 18, 2024
Review your current tax accounting practices considering Notice 2024-12, Rev. Proc. 2024-9, and Notice 2023-63 for potential automatic changes.
28:37
Speakers: Laurel Tinsley, Sarah McGregor, Brooks E. Nelson
The Innovate Fund secures $50M NMTC allocation for community development. Learn about the NMTC and it's impact on low-income regions.
28:24
Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman
Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.
Article
January 17, 2024
Unlock the secrets to strategic decision-making by recognizing and overcoming cognitive biases. Dive into real case studies and practical insights for business leaders.
23:50
Gain valuable insights on Anti-Money Laundering (AML) Model testing & monitoring. Learn about the key limitations of AML models and what to focus on during testing.
Article
January 12, 2024
Stay updated on the evolving landscape of financial industry trends in 2024, including digital transformations, personalized experiences, AI growth, cybersecurity fortifications, and proactive loan portfolio optimizations.
Article
January 12, 2024
Dive into a strategic higher education analytics journey, revealing lessons learned and outcomes achieved. Understand the impact of data-driven decisions on program effectiveness and financial viability across campuses.
Article
January 10, 2024
Get guidance on eligibility, manufacturing arrangements & lifecycle GHG emissions with Sec. 45X & 45V: regulations for energy tax credits.