Insights

Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.

Understand why defining AI risk ownership is crucial for organizations and explore how establishing a structured AI triad assigns governance accountability.

Understand how the 2026 midterm elections may impact the House of Representatives and tax policy, and stay informed on the latest developments.

Explore SBA PPP loan reviews and what they mean for borrowers and financial institutions, including key review focus areas and how to remain prepared.

Understand how to prepare for an IPO with our readiness checklist. Discover key components of preparation and strategic considerations in our guide.

Discover how a modern finance operations model combining outsourced accounting and CFO advisory improves decision-making, oversight and growth.

Explore the CECL model validation process and how independent loan reviews help maintain compliance and alignment with business goals.

Explore our practical guide and response checklist to help leaders manage employee resignations while maintaining momentum and reducing disruption.

Understand what IPO SOX compliance entails, including timelines, controls and pitfalls to avoid. Read our guide to strengthen readiness for going public.

Explore our 2026 U.S. banking industry report to discover the structural forces set to reshape the industry's trajectory through 2030, from tax policy to AI.