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Insights

Recent Insights

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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.

Webinar Recording

November 6, 2024

Watch our webinar to master exit planning in Opportunity Zone investing. Learn how to maximize your return when selling Opportunity Zone investments.

Newsletter

October 30, 2024

Find out important details about GASB statement 104 as well as recent practice insights for CECL, PCC alternative, and equity method accounting.

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Article

October 3, 2024

Learn how the 2017 Tax Cuts and Jobs Act expiration in 2025 will affect federal income tax rates, personal exemptions, and potential filing complexities.