Insights

Watch and learn about Q3 2026 federal tax policy updates, tax legislation, SALT changes, election developments, and business tax planning strategies.

Watch and learn how to identify third-party exposure, assign accountability, and align governance with risk ownership for stronger business decisions.

Learn how organizations can strengthen community development finance applications by aligning strategy, organizational priorities, and program requirements throughout the application process.

Watch to learn how IRS Notice 2026-40 impacts QOF positions, working capital safe harbors and OZ structuring as the 2026 inclusion event approaches.

Learn CMMC Level 2 scoping strategies, asset categorization, and CUI flow analysis to reduce risk and pass assessor scrutiny.

Watch to learn key 2026 R&D tax credit changes, July 6 deadlines, and how AI impacts IRC Section 41 qualification and compliance requirements.

Watch and learn advances Sage Intacct + Ramp integration patterns, including GL, AP, and hybrid workflows to improve spend visibility and automation.

Watch and learn the latest Q2 tax policy changes under OBBBA, with insights on opportunity zones, depreciation, and strategic tax planning.

Watch and learn how IEEPA tariff refunds impact accounting, audit, and tax under ASC 740, including financial reporting and audit readiness strategies.

Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.