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.
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.
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.
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.