Recent Insights
Alert
October 11, 2021
Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.
Article
December 6, 2024
Updated: March 5, 2026
Virginia Enterprise Zone grants offer unique opportunities for VA businesses. Learn how to apply and align your goals with these powerful incentives.
Article
April 23, 2026
Uncover the importance of business valuations for gift tax planning. Explore the key elements of gift valuations, tax benefits and more in our guide.
37:12
Speakers: Sam McCarthy
Gain valuable HR insights on building strong talent pipelines and fostering organizational cultures with Susan Pittman, a leader in human capital advisory.
Article
July 17, 2025
Updated: April 13, 2026
Learn how P.L. 119-21 extends Opportunity Zones into a long-term investment tool with updated rules, longer deadlines and enhanced compliance.
35:39
Speakers: Sam McCarthy, Douglas Smith, Evan Seward
Explore current staffing trends and post-COVID job market shifts. Learn how to navigate recruitment challenges and optimize your team effectively.
Case Study
May 7, 2024
Discover how we helped a construction firm achieve operational efficiency and strategic focus with our Sage Intacct implementation and outsourced controller services.
Webinar Recording
May 8, 2023
Learn about the history, structure, and participant roles in NMTC transactions. Discover how to identify the ideal project for NMTC and understand the goals of CDEs.
13:26
Speakers: Martin Karamon
Learn how the direct pay program assists not-for-profit organizations with access to energy tax credits post IRA enactment.
Case Study
August 28, 2025
Norton Healthcare invested $90M in a new hospital in Louisville's West End, bringing lifesaving emergency care and medical services to the community.