Recent Insights
27:03
Speakers: Deborah Walker, Sarah McGregor, Brooks E. Nelson
Learn more about many new retirement plan provisions in the SECURE 2.0 Act. We explain changes to RMD, 529 plans, catch-up contributions, and more.
Webinar Recording
February 2, 2023
Watch our webinar to learn about the new Accounting Standards Updates (ASUs) released for year-end 2022 and 2023 that may impact your business.
Case Study
February 1, 2023
Learn how we assisted 100 Prince in using the New Markets Tax Credit (NMTC) subsidy to bring affordable housing, grocery and local retail to an urban food desert.
09:25
Speakers: Jim Holman
Learn best practices for incorporating the right technology platforms and processes before and after an acquisition to minimize disruption and achieve success.
25:47
Speakers: Brendan Halloran
Listen to our podcast and learn the requirements for a Contractor Earned Value Management System (EVMS), when it is required and what it entails.
Case Study
January 24, 2023
Learn how we helped Byron Health Center increase its capacity and better serve its current residents with New Markets Tax Credit Allocation.
Case Study
January 24, 2023
Learn how we helped the Boys & Girls Club of Cabarrus County with New Markets Tax Credit Allocation that allowed them to expand their services to more children.
Alert
January 19, 2023
Learn more about GASB 96. Find out the reason for the new standard, what is a SBITA and how challenging will this standard be to implement.
Webinar Recording
January 23, 2023
Watch our webinar to learn how financial services and financial technology companies can take advantage of R&D tax credits and savings.
Video
January 19, 2023
In this video, we guide you through the proper enterprise resource planning (ERP) implementation to position your private equity firm for success.