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Insights

Recent Insights

Webinar Recording

August 1, 2023

Learn how to become a Community Development Entity and Community Development Financial Institution and access grant programs like New Markets Tax Credits.

Webinar Recording

July 21, 2023

Explore ERC qualifying factors, strategies, and compliance considerations for auto dealerships, educational institutions, churches, technology companies, manufacturing, and healthcare.

Webinar Recording

June 30, 2023

Gain insights into determining if your nonprofit organization has alternative investments and understand the additional reporting requirements.

Webinar Recording

June 27, 2023

Discover how the New Markets Tax Credit program provides a low-cost source of capital to benefit organizations while creating community impact.

Webinar Recording

June 19, 2023

Discover the required documentation you need to successfully apply for the Employee Retention Credit. Maximize your chances of receiving the ERC.

Webinar Recording

June 16, 2023

Gain a solid understanding of revenue recognition for contributions and grants in the not-for-profit sector. Learn key concepts, common challenges & more.

Webinar Recording

June 5, 2023

Watch our webinar to demystify the implementation challenges of GASB 96 (SBITA). Our experts provide practical solutions to help you comply with the new standard.

Webinar Recording

May 26, 2023

Learn about the impact of SECURE Act 2.0 on retirement savings plans for employers and individuals. Discover key changes and actionable insights to prepare for the new law.