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Insights

Recent Insights

Recurring Revenue Valuations

Video

June 18, 2025

Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.

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Article

December 20, 2024

Learn how experience as a GASB fellow prepares advisors to tackle complex government accounting challenges, from technical inquires to reporting.

Meals on wheels facility

Case Study

February 11, 2026

See how strategic financing and capital campaigns are helping Meals on Wheels Greenville expand services, food access, and support aging adults.

Not For Profit Podcast thumbnail

Podcast

April 8, 2024

12:57

Speakers: Martin Karamon

Does your nonprofit qualify for the Energy Efficient Commercial Buildings deduction, also known as Section 179D? Learn about eligibility and benefits here.

Article

January 10, 2024

Get guidance on eligibility, manufacturing arrangements & lifecycle GHG emissions with Sec. 45X & 45V: regulations for energy tax credits.

Newsletter

May 24, 2023

Our Regulatory Compliance Digest features a summary of the latest on the FDIC’s Consumer Compliance Supervisory Highlights, OCC Overdraft Protection Programs and CFPB updates.

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Article

August 21, 2025

See how the loan review process reveals hidden risks, strengthens credit risk management and prepares financial institutions for regulatory examinations.

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Article

June 22, 2026

Find out what the 2025 updated IRS Audit Technique Guide means for cost segregation as we provide deeper guidance on the latest ATG changes.