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Insights

Recent Insights

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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

October 22, 2024

Learn how to apply for FEMA disaster assistance. Find key steps, eligibility requirements, and helpful information for businesses impacted by hurricanes.

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Article

October 17, 2024

Learn the differences between Trump and Harris' child tax credit plans and what these proposals mean for families in the upcoming election.

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Podcast

October 10, 2024

26:56

Understand FEMA's disaster recovery process, including how funding flows, eligibility requirements, and navigating the Public Assistance Program.

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Podcast

September 9, 2024

27:47

Speakers: Denise Lippuner

Discover how workflow automation simplifies grants compliance, improves tracking, as well as replacing Excel for accurate and timely reporting.

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Webinar Recording

June 24, 2024

Watch our webinar on overcoming Opportunity Zone Working Capital Safe Harbor challenges and ensuring compliance with regulations.

Podcast

September 17, 2024

11:45

Speakers: Christopher J. Truitt, Martin Karamon, Oscar A. Osorio

Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.

Article

October 10, 2024

Maintain sales tax compliance and audit readiness by using accurate product tax codes. Learn how correct codes protect your business from costly penalties.