Recent Insights
Case Study
March 10, 2026
See how a community college foundation improved endowment compliance, cleaned financial data and aligned governance with UPMIFA standards.
Webinar Recording
January 29, 2026
Watch to learn how upcoming state and local tax changes may impact 2026, with insights on SALT compliance, controversy issues, and strategies.
Article
November 18, 2025
Updated: January 26, 2026
HITRUST CSF is a certifiable framework that simplifies compliance and strengthens security. Explore the pathways to HITRUST certification.
Alert
January 23, 2026
California's Covered Battery-Embedded (CBE) Waste Recycling Fee went into effect on January 1, 2026. Explore the key implications for retailers.
Article
October 29, 2025
Updated: December 22, 2025
Understanding endowment accounting is vital for maintaining regulatory compliance and donor trust. Explore the core principles in our guide for nonprofits.
Video
December 19, 2025
Discover how our Strategic Financing Services team empowered communities through jobs, growth and opportunities in our 2025 year-in-review video.
26:26
Speakers: Jason Callaham, Joseph Hennessee
Understand targeted populations in NMTC deals and learn how nonprofits, businesses, and investors can leverage tax credits for community projects.
Article
July 25, 2025
Updated: December 8, 2025
Starting in the 2025 tax year, the Section 174 repeal lets businesses immediately deduct domestic R&E expenditures. Explore what else is changing.
Alert
December 4, 2025
Explore how Washington's Voluntary Disclosure Program (VDP) gives unregistered international sellers a limited-time opportunity to come into compliance.
12:43
Speakers: Danny Martinez, Jason Sturdevant
Learn why finance and fundraising alignment is key for nonprofits. Improve collaboration, reporting accuracy, and strategic decision-making.