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Insights

Recent Insights

Case Study

November 2, 2020

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Health and Wellness and learn more about how we helped Southeast Raleigh YMCA.

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Alert

November 25, 2019

Learn how ownership changes affect your disallowed business interest carryforward under the TCJA expanded definition of loss corporation.

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Podcast

April 17, 2025

22:19

Speakers: David Nissen, Michael G. Kirkman

Explore business succession and estate planning strategies to minimize taxes, preserve wealth, and guide the next closely held business owners.

Case Study

February 1, 2023

Learn how we assisted 100 Prince in using the New Markets Tax Credit (NMTC) subsidy to bring affordable housing, grocery and local retail to an urban food desert.

Article

May 24, 2021

Gain insights from Government Accounting Standards Board (GASB) Practice Fellow, Scott Anderson. Find out what GASB is up to these days.

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Case Study

June 11, 2026

Learn how a retail SaaS company improved multi-entity accounting, SaaS KPI tracking, and financial reporting after rapid acquisitions.

Webinar Recording

August 27, 2024

Learn about OMB's updated Uniform Grants Guidance and practical steps for state and local governments to manage integrated data systems.

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Podcast

January 3, 2023

15:02

Speakers: Jim Holman

Learn how data implementation can further student success, such as steps to consider when advising students on their career paths.

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Podcast

November 13, 2023

17:35

Speakers: Jenni Huotari

Gain insights from investor and CEO Lauren Fernandez on what truly matters for technology companies seeking growth, success, and eventual sale. Explore the top priorities for assessing financial health, accounting best practices, and the future of AI and technology. Learn how to prepare your tech company for a successful exit or new funding opportunities.

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Article

November 25, 2024

Updated: January 16, 2026

Discover how Georgia’s tax credit landscape is changing and how to maximize available credits.