Recent Insights
Webinar Recording
June 1, 2026
Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.
Article
May 28, 2026
Understand why defining AI risk ownership is crucial for organizations and explore how establishing a structured AI triad assigns governance accountability.
Article
February 17, 2026
Updated: May 28, 2026
Understand how the 2026 midterm elections may impact the House of Representatives and tax policy, and stay informed on the latest developments.
Article
May 14, 2026
Discover how a modern finance operations model combining outsourced accounting and CFO advisory improves decision-making, oversight and growth.
Alert
May 13, 2026
On April 23, 2026, the Treasury announced a Form 990 transparency initiative. Learn the potential impacts on annual reporting requirements for nonprofits.
Article
May 11, 2026
Explore our practical guide and response checklist to help leaders manage employee resignations while maintaining momentum and reducing disruption.
Article
May 8, 2026
Understand what IPO SOX compliance entails, including timelines, controls and pitfalls to avoid. Read our guide to strengthen readiness for going public.
Article
May 4, 2026
Ready to take your company public? Learn about the IPO process, including key steps and common challenges, to prepare for a successful launch.
Article
May 4, 2026
Explore 10 cloud transformation strategies that middle-market organizations can use to migrate data securely and support sustainable business growth.
Case Study
April 29, 2026
See how JASTECH uses NMTC financing to expand environmental education, brownfield redevelopment, and workforce programs in Philadelphia.