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Insights

Recent Insights

Case Study

March 4, 2024

Discover how Communities in Schools leveraged New Markets Tax Credits for a groundbreaking facility, supporting over 1.7 million students.

Case Study

January 23, 2023

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Real Estate & Construction to learn how we helped Conwood come to life.

Case Study

November 22, 2023

Discover how we supported 4Roots Farm Campus through NMTC Allocations, enabling them to reshape the food system, bolster local employment, and more.

Article

April 6, 2021

Not all 2020 retirement plan distributions are taxable due to COVID-19. Find out who qualifies & contact us with any tax-related questions.

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Podcast

January 12, 2023

14:36

Speakers: Scott Anderson, Danny Martinez

Listen to our podcast and learn more about GASB 96 (SBITA), its implementation and the next steps for governments to take.

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Article

April 22, 2019

Richard Best named SEC Regional Director for the Atlanta office. Learn more about his appointment and plans.

Webinar Recording

December 16, 2021

Discover the value of Enterprise Risk Management (ERM) for nonprofit organizations. Learn how to define, identify & describe enterprise risks.

Article

June 26, 2020

New guidance provides that CARES Act NOLs can be carried back and deducted against aggregate UBTI in the applicable years mentioned previously.

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Article

April 30, 2019

FINRA to operate Consolidated Audit Trail system. Discover the implications for financial firms and market transparency.

Article

June 5, 2020

The CARES Act contains relief provisions that may generate additional cash flow and tax savings associated with employer retirement plans and IRAs.