Insights
Recent Insights
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.
Article
September 25, 2024
Learn how changes in your nexus footprint affect sales tax compliance and why updating your sales tax software is vital for accurate tax calculations.
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.
Article
September 11, 2024
Explore the 2024 tax proposals from both Trump and Harris, comparing key elements like corporate tax rates, child tax credits and business deductions.
Webinar Recording
September 11, 2024
Watch to learn what accounting co-sourcing is, its benefits, and how it differs from outsourcing. Discover if it's the right solution for you.
Article
September 10, 2024
Learn the key differences between business continuity and disaster recovery, and how both plans work together to protect businesses from unforeseen events.
Alert
September 6, 2024
The FFIEC is retiring its Cybersecurity Assessment Tool (CAT). Learn about its impact on financial institutions, alternative frameworks like NIST 2.0, and how to crosswalk existing controls.
Webinar Recording
September 4, 2024
Watch to gain a deeper understanding of NMTCs, CDFI funding and how to implement strategic plans that drive community development.