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Insights

Recent Insights

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Podcast

March 28, 2025

23:52

Speakers: Kathleen Kizior

Learn the key differences between subrecipients and contractors, and how to make the right grant funding decisions for compliance and project success.

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Podcast

March 16, 2022

12:58

Learn what sets Direct Recognition Variable Investment Plans apart and why they are becoming more attractive to companies in the professional services space.

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Article

February 18, 2020

FINREC releases working drafts for implementing the revenue standard. Get the latest insights on how to stay compliant.

Article

September 25, 2020

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

Article

June 3, 2021

Learn important information and differences between the Emergency Rental Assistance Programs ERA1 and ERA2. Contact us for more guidance.

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Article

April 3, 2025

Updated: July 30, 2025

Learn how to calculate lost profits from a business interruption. Explore proven methods to assess financial loss and maximize recovery.

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Podcast

December 4, 2024

24:45

Speakers: Kathleen Kizior, Kimberly Konczak

Stay compliant during staffing transitions in grants management with tips on workload distribution, internal controls improvement, and staffing strategies.

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Webinar Recording

June 11, 2025

Watch to understand the tax strategies available to real estate professionals & how to qualify via the IRS material participation and time requirement rules.

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Podcast

October 27, 2021

14:02

Speakers: Anna Townsend

Learn about year-end business valuation considerations & what to expect if you have a potential deal or closing a deal.

Case Study

July 1, 2021

Get our case study about the New Markets Tax Credit Allocation for Upward Star Center supporting youth health & wellness outcomes in Spartanburg, S.C.