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.

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.

Case Study

September 13, 2024

Learn how CVSA implemented Sage Intacct and outsourced accounting for grant accounting, payroll, and financial management for its nonprofit organization.

Article

September 13, 2024

Discover how the next administration can restore trust in government through transparency, accountability, and delivering effective public services.

Article

September 13, 2024

Discover how to design a cyber risk management program by understanding your firm's data, training employees, and preparing for potential cyber breaches.