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Insights

Recent Insights

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Podcast

July 25, 2025

13:08

Speakers: Laurel Tinsley

Discover how New Markets Tax Credits will help organizations revitalize underserved communities, including how The Innovate Fund is leveraging NMTCs.

Case Study

January 15, 2021

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Nonprofits and learn more on how we helped Legacy Charter School in Greenville, SC.

Case Study

November 2, 2020

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Nonprofits and learn more about how we helped the Franklin School.

Article

June 13, 2023

Guidance on details for real estate owners and the differences in various entity types and their advantages from tax strategies to liability.

Article

April 24, 2023

Discover how optimizing your law firm's operations through digital transformation can help you streamline your processes and achieve success.

Case Study

June 17, 2021

Get our case study about the New Markets Tax Credit Allocation that allowed DCSNO to expand a community healthcare center & serve more patients.

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Podcast

April 17, 2025

22:19

Speakers: David Nissen, Michael G. Kirkman

Explore business succession and estate planning strategies to minimize taxes, preserve wealth, and guide the next closely held business owners.

Alert

April 30, 2021

Learn more on Restaurant Revitalization Fund qualifications for restaurants, eligibility requirements & next steps to submit an application.

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Article

November 7, 2022

Learn more about GASB 87 as we answer the most frequently asked questions (FAQs) about this new lease accounting standard for government organizations.

Webinar Recording

June 30, 2023

Gain insights into determining if your nonprofit organization has alternative investments and understand the additional reporting requirements.