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.
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After almost two years, section 512(a)(7) has been repealed.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.
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.