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.
2022 Not-for-Profit Speaker Series: Uniform Grant Guidance 101 – Oh No! I Got a Single Audit Finding
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.
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.
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.
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.
Webinar Recording
June 24, 2024
Watch our webinar on overcoming Opportunity Zone Working Capital Safe Harbor challenges and ensuring compliance with regulations.