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Insights

Recent Insights

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Article

July 20, 2026

The future of SaaS and AI disruption is here. Explore why SaaS isn't dying and what providers and buyers must do to stay ahead in an agent-driven world.

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Podcast

July 26, 2022

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.

Webinar Recording

June 27, 2023

Discover how the New Markets Tax Credit program provides a low-cost source of capital to benefit organizations while creating community impact.

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Webinar Recording

September 3, 2026

Learn how nonprofit financial sustainability, FP&A, budgeting, forecasting, cash flow planning and scenario analysis support stronger strategic decisions.

Article

April 2, 2024

Learn how food banks leverage the NMTC for expansion, job training, and shortening-the-line initiatives, fostering community well-being.

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Podcast

March 14, 2024

21:28

Speakers: Matthew Socha, John M. Fedus, Amelia Crawford

Explore Nonprofit Industry Trends for 2024: from AI to donor engagement. Learn how technology & collaboration can elevate your mission.

Article

September 25, 2020

The IRS and Treasury issued final regulations that provide clarification on estate and non-grantor trust deductions.

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Article

April 3, 2025

Learn how the potential expiration of the QBI deduction in 2025 may impact pass-through businesses and what tax planning steps you should consider.

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Article

March 31, 2025

Learn how the reconciliation process impacts tax reform and federal spending. Explore the Byrd Rule, budget resolutions and what's expected in 2025.

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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.