Insights

Learn how organizations can strengthen community development finance applications by aligning strategy, organizational priorities, and program requirements throughout the application process.

Watch to learn how IRS Notice 2026-40 impacts QOF positions, working capital safe harbors and OZ structuring as the 2026 inclusion event approaches.

Learn CMMC Level 2 scoping strategies, asset categorization, and CUI flow analysis to reduce risk and pass assessor scrutiny.

Watch to learn key 2026 R&D tax credit changes, July 6 deadlines, and how AI impacts IRC Section 41 qualification and compliance requirements.

Watch and learn advances Sage Intacct + Ramp integration patterns, including GL, AP, and hybrid workflows to improve spend visibility and automation.

Watch and learn the latest Q2 tax policy changes under OBBBA, with insights on opportunity zones, depreciation, and strategic tax planning.

Watch and learn how IEEPA tariff refunds impact accounting, audit, and tax under ASC 740, including financial reporting and audit readiness strategies.

Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.

Watch and learn practical CMMC readiness strategies, scoping guidance, and assessment preparation tips to improve compliance success.

Watch and learn key GASB 103 lessons from first implementations, including MD&A gaps, subsidies guidance, and finance team collaboration insights.