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Insights

Recent Insights

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Article

November 19, 2024

Learn how to build a robust disaster recovery plan to secure critical assets, maintain business continuity and ensure quick recovery when disaster strikes.

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Webinar Recording

October 4, 2024

Watch to learn the key role of certified Community Development Entities (CDEs) and how they drive community growth through NMTC allocations.

Webinar Recording

November 15, 2024

Watch to learn about the benefits of HITRUST certification and how it can protect sensitive information and ensure third-party compliance.

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Podcast

November 11, 2024

20:43

Speakers: Sarah McGregor

Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.

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Article

November 11, 2024

Learn how to maximize your IRA returns with real estate investments while staying compliant with IRS regulations, including UBIT and form 990-T filing.

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Podcast

November 8, 2024

26:55

Speakers: Marc Montoro, Steven J. Ursillo, Jr.

Dive into the HITRUST framework, exploring its certifications, benefits, and why it's essential for achieving industry compliance and strong security.