Recent Insights
Article
August 20, 2025
Learn about the Scholarship Granting Organization (SGO) tax credits introduced by the 2025 tax reform bill. Gain insight into IRC Sections 25F and 139K.
Webinar Recording
August 7, 2025
Learn how CDE's leverage New Markets Tax Credits to drive capital into underserved communities and maximize long-term community impact.
23:02
Speakers: John Bartz
Explore the 6 costly mistakes companies make during accounting software upgrades and how your business can avoid them to ensure a smooth transition.
13:08
Speakers: Laurel Tinsley, Emma (Buchanan) Wyatt
Discover how New Markets Tax Credits will help organizations revitalize underserved communities, including how The Innovate Fund is leveraging NMTCs.
Webinar Recording
July 21, 2025
Watch our webinar to learn how 2025 tax reform impacts individuals and businesses in the first session of our six-part series.
Article
July 18, 2025
See how real-time inventory tracking with Sage Intacct ERP accounting software helps construction firms improve cost control & materials coordination.
Webinar Recording
July 9, 2025
Learn how to leverage New Market Tax Credits (NMTCs) to help impact community develop and strategically finance projects in underserved areas.
43:00
Speakers: Sam McCarthy
Explore how CFO and HR leaders can collaborate to drive strategic growth, improve engagement, and align people strategies with business outcomes.
16:57
Speakers: Trevor Nelson
Learn how New Markets Tax Credits helped Meals on Wheels drive economic development and expand outreach through strategic nonprofit funding.
Article
June 13, 2025
Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.