Recent Insights
Article
October 12, 2026
Explore how New Markets Tax Credits (NMTCs) and Community Development Entity (CDE) formation can support growth and community investment.
Webinar Recording
October 9, 2026
Learn how modern CFOs can drive finance modernization with AI, automation, forecasting and finance transformation.
47:12
Speakers: Sam McCarthy, Ryan Delaney
Learn when to bring in senior finance consultants to help teams maintain continuity, fill leadership gaps and support critical projects and business change.
Report
October 7, 2026
Explore the five forces shaping the insurance landscape, including carriers, brokers and the capital behind them, in our mid-year insurance industry report.
Article
July 21, 2026
Updated: October 5, 2026
Explore artificial intelligence (AI) in the insurance industry, including adoption trends, benefits, risks, common use cases and next steps for insurers.
Webinar Recording
October 1, 2026
Learn NMTC compliance and asset management best practices, including CDE reporting, portfolio oversight, allocation requirements and recapture risk.
Article
September 24, 2026
Rated and unrated feeder funds are becoming important for private credit capital formation. Explore the differences and why independent valuation is key.
Article
February 17, 2026
Updated: September 17, 2026
Delve into how the 2026 midterm elections may impact the Senate and the future of U.S. tax policy, and get the latest updates as developments occur.
Article
November 22, 2024
Updated: September 16, 2026
Learn more about financial planning and analysis, along with budgeting and forecasting, with these definitions and frequently asked questions.
Article
September 16, 2026
Understand how the end of beneficial ownership information (BOI) reporting requirements impacts foreign businesses and previously collected data.