Insights

Recent Insights

Case Study

January 24, 2023

Get our case study about the New Markets Tax Credit Allocation for the Emerge Center, a new facility dedicated to serving children with autism.

Case Study

January 24, 2023

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Industrial Manufacturing and learn more about how we helped Brown Packing.

Webinar Recording

January 23, 2023

Watch our webinar to learn how financial services and financial technology companies can take advantage of R&D tax credits and savings.

Case Study

January 23, 2023

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Real Estate & Construction to learn how we helped Conwood come to life.

Alert

January 19, 2023

Learn more about GASB 96. Find out the reason for the new standard, what is a SBITA and how challenging will this standard be to implement.

Video

January 19, 2023

In this video, we guide you through the proper enterprise resource planning (ERP) implementation to position your private equity firm for success.

Podcast

January 18, 2023

13:49

Speakers: Carol Marin, James Kahrs

Listen to our podcast to learn what are SBA size standards and how the SBA determines a small business’s size. Find out the 2022 threshold adjustments.

Podcast

January 18, 2023

09:25

Speakers: Jim Holman, Steve Holliday

Listen in and learn how digitalization and continuous improvement can help organizations achieve the highest levels of process maturity.

Podcast

January 17, 2023

09:57

Speakers: Gregory R. Kellar

Find out the necessary steps when starting a new business. In this podcast, we pay special attention to the importance of tax and business planning components.

Podcast

January 13, 2023

21:30

Speakers: Brendan Halloran

Learn the requirements for a Contractor Purchasing System, when it is required, and what it entails. Get guidance on Contractor Purchasing System Review.