Insights

Recent Insights

Article

January 24, 2024

Understand the impact of GASB 100 on governmental accounting, bringing clarity to changes, principles, and error corrections.

Webinar Recording

January 23, 2024

In this recorded webinar, learn how to navigate the challenging landscape of grants with key insights in to readiness, structure, and effective management of indirect costs.

Article

January 19, 2024

Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.

Podcast

January 18, 2024

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.

Podcast

January 18, 2024

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.

Podcast

January 16, 2024

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.