People in motion in office lobby

Insights

Recent Insights

Case Study

June 24, 2021

Get our case study about the New Markets Tax Credit Allocation for NEXT Innovation Center supporting over 100 information technology companies.

Case Study

November 2, 2020

Get our case study about the New Markets Tax Credit Allocation for River District Tower, a mixed-use medical facility providing services in Danville, VA.

Webinar Recording

December 15, 2023

Get the latest on 2023 tax developments for nonprofit organizations. Learn about IRS changes, new guidance, and strategic plans.

Webinar Recording

December 14, 2022

Learn what single audit findings are and what they mean for your organization. Find out what the thresholds are for findings to become reportable.

Article

May 27, 2022

Learn what you should consider when making the Pass-Through Entity election for your real estate entity. Contact us for more information about the PTE tax.

worms eye view buildings mergers acquisitions city view

Webinar Recording

November 7, 2025

Watch this in depth session on Opportunity Zones 2.0. Explore tax incentives, compliance updates, and strategies for Qualified Opportunity Funds.

Diverse professionals engage in modern office environment

Webinar Recording

July 30, 2026

Watch to learn how IRS Notice 2026-40 impacts QOF positions, working capital safe harbors and OZ structuring as the 2026 inclusion event approaches.

Two women speaking in an office setting

Case Study

May 7, 2024

Discover how we helped a construction firm achieve operational efficiency and strategic focus with our Sage Intacct implementation and outsourced controller services.

Alert

August 11, 2022

QOFs can no longer rely on relief provisions with respect to failures to satisfy the 90% investment standard in tax years after 2021. Learn more here.

Two men in a industrial plant wearing construction hats looking at a laptop

Webinar Recording

June 24, 2024

Watch our webinar on overcoming Opportunity Zone Working Capital Safe Harbor challenges and ensuring compliance with regulations.