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Insights

Recent Insights

Case Study

June 15, 2021

Get our case study about the New Markets Tax Credit Allocation for FC Mission Plaza's renovation of a four-story building to help low-income residents.

Case Study

November 3, 2020

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

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Article

December 4, 2025

Access our 2025 year-end tax planning checklist for individuals and get actionable strategies to navigate new tax provisions and prepare for 2026.

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Case Study

April 16, 2019

Discover how we advised a large financial company with a multi-million dollar real property loan on contract compliance requirements and IT controls.

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Podcast

September 9, 2022

21:32

Speakers: Martin Karamon

Learn more about the CHIPS Act of 2022 which provides manufacturers greater tax incentives to produce semiconductors domestically in the U.S.

Webinar Recording

May 23, 2022

There is still time to meet the requirements and put in place a program to ensure GASB 87 compliance for your organization. Watch our webinar to learn more.

Alert

June 18, 2024

The new SC tax credit for trail expansion is now in effect. Learn about eligibility, benefits and application details to take advantage of this opportunity.

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Podcast

February 6, 2023

27:03

Speakers: Deborah Walker, Sarah McGregor

Learn more about many new retirement plan provisions in the SECURE 2.0 Act. We explain changes to RMD, 529 plans, catch-up contributions, and more.

Case Study

June 21, 2021

Get our case study about the New Markets Tax Credit Allocation for FFMC's new facility that expands the services and serves more patients.

Article

September 10, 2021

Learn more about R&D Tax Credits and cash savings opportunities for eCommerce businesses. Take advantage of R&D tax relief and optimize your business growth.