Recent Insights
Report
December 17, 2019
Discover the highlights of the AICPA Accounting and Valuation Guide in this quick reference whitepaper.
Article
January 13, 2025
This four-step guide covers strategic planning essentials for community project funding and achieving lasting development in underserved areas.
20:11
Speakers: Laurel Tinsley
Learn how NMTCs attract private investment, boost community development, and support nonprofits in creating jobs and services in low-income areas.
15:38
Speakers: Martin Karamon, Vivian Kohrs
Listen to our podcast to learn how to properly conduct R&D Tax Credit documentation as you make investments in technology.
Article
April 2, 2024
Learn how food banks leverage the NMTC for expansion, job training, and shortening-the-line initiatives, fostering community well-being.
Article
January 28, 2021
Read this article to learn final guidance for new requirements to report unrelated business taxable income (UBTI) by separate trade or business activity.
Webinar Recording
September 2, 2026
Learn how AI, automation and data analytics in public finance can improve decision-making, efficiency, governance and financial operations.
13:07
Speakers: Daniel Wheadon, Vivian Kohrs
Learn how Section 174 changes, Form 6765 updates and documentation requirements are shaping R&D tax credit compliance for technology companies.
Article
April 3, 2023
Discover how Robotic Process Automation (RPA) can improve processes, IT, workflow, infrastructure, and back-office operations to help organizations achieve growth and success.
Webinar Recording
September 3, 2026
Learn how to assess nonprofit financial health, strengthen finance operations, manage revenue risk, improve reporting and support strategic decisions.