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Insights

Recent Insights

Alert

November 10, 2020

Learn how the Presidential election results may impact your year-end tax planning and how we can help you develop a strategy to optimize your tax position.

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Podcast

January 3, 2023

14:09

Speakers: Michael G. Kirkman, Deborah Walker

Listen to our podcast to learn how to prepare your required minimum distributions (RMDs) for year-end and how to be proactive for 2023 and beyond.

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Alert

May 7, 2026

The CFBP's revised Section 1071 final rule amends Regulation B, reshaping small business lending data collection and compliance obligations for lenders.

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Article

March 25, 2024

Learn about ARPA compliance essentials and deadline insights for state and local governments as well as maximizing SLFRF fund opportunities.

Article

September 25, 2020

The IRS and Treasury issued final regulations that provide clarification on estate and non-grantor trust deductions.

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Webinar Recording

August 19, 2025

See how compliance audits protect public trust, mitigate risks, and ensure adherence to regulations, policies, and procedures.

Case Study

May 25, 2021

Get our case study about the New Markets Tax Credit Allocation that allowed Ampro Industries to install a new manufacturing line & create more jobs.

Alert

May 20, 2020

EIDL loans for nonprofits are considered federal financial assistance and are subject to the Uniform Guidance single audit requirements.

Alert

February 13, 2020

A recent decision by the U.S. Supreme Court: that a state cannot tax a trust if the only connection to the state is the residency of the trust beneficiary.

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Article

December 20, 2024

Learn how experience as a GASB fellow prepares advisors to tackle complex government accounting challenges, from technical inquires to reporting.