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Insights

Recent Insights

Webinar Recording

December 20, 2021

Watch our Annual Accounting and Auditing Update webinar to hear the latest FASB's Accounting Standards Updates (ASUs) for 2021 and 2022.

Case Study

January 24, 2023

Get our case study about the New Markets Tax Credit Allocation for Greenville’s Claussen Bakery Project providing favorable lease terms to small businesses.

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Article

September 21, 2026

Discover how technology CFOs operate as finance architects, the finance function elements they're responsible for connecting and how they can start.

Case Study

August 1, 2022

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Industrial Manufacturing and learn more about how we helped Limehouse Produce.

Case Study

October 18, 2021

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Jones Lumber creating employment opportunities for locals in Natchez, MS.

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Case Study

June 22, 2021

Get our case study about the New Markets Tax Credit Allocation for Arris Manufacturing building modular housing units for multi-family housing use.

Case Study

February 3, 2021

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Industrial Manufacturing and learn more about how we helped SWISS KRONO.

Alert

September 8, 2023

Explore the SEC's recent rules for private fund advisers and their impact on the industry. Get insights into compliance dates and key considerations.

Report

June 18, 2024

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.

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Webinar Recording

June 1, 2026

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