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Insights

Recent Insights

Case Study

April 13, 2021

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Plush Mill, an old textile building turned into Serendipity Labs.

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Article

January 20, 2026

Explore our 2026 staffing playbook for employers and uncover top recruiting strategies for attracting and hiring high-impact talent in finance, HR and IT.

Article

January 9, 2023

SECURE Act 2.0 covers changes to retirement provisions designed to increase retirement savings. In this summary, we highlight key provisions that will take effect in 2023 & 2024.

Webinar Recording

June 30, 2023

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

Webinar Recording

April 12, 2023

Discover how nonprofit organizations can anticipate and minimize the impact of unrelated business taxable income (UBTI) through proper planning.

Alert

March 31, 2020

After almost two years, section 512(a)(7) has been repealed. Read more to learn what this could mean for your organization.

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Article

February 8, 2019

Four public companies have settled with the Securities and Exchange Commission (“SEC”) after being charged with failing to resolve their internal control reporting failures.

Article

June 5, 2020

New final regulations issued on reporting requirements of organizations exempt from tax under section 501(a) that are required to file Form 990 or 990-EZ.

Article

May 15, 2020

Guidance on how to calculate unrelated business income tax for nonprofits that have more than one unrelated trade or business.

Article

September 8, 2021

Learn about key tax considerations that tax-exempt organizations should consider to best manage UBI and comply with tax exemption requirements.