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Insights

Recent Insights

Case Study

September 12, 2024

Learn how NMTC funding facilitated the efficient construction of EastSide Charter's $26.5M STEM hub, bringing new opportunities to Wilmington, DE.

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Article

October 3, 2024

Learn how the 2017 Tax Cuts and Jobs Act expiration in 2025 will affect federal income tax rates, personal exemptions, and potential filing complexities.

business people meeting to discuss and brainstorming the financial report paperwork in home office

Case Study

September 13, 2024

Learn how CVSA implemented Sage Intacct and outsourced accounting for grant accounting, payroll, and financial management for its nonprofit organization.

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Article

October 17, 2024

Learn the differences between Trump and Harris' child tax credit plans and what these proposals mean for families in the upcoming election.

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Podcast

September 10, 2024

18:41

Speakers: Marci Spivey, Michael G. Kirkman

Learn how the federal estate and gift tax exemption sunsetting in 2025 impacts your assets and why early estate planning is crucial to minimize future tax.

Tax Beat Podcast thumbnail

Podcast

September 9, 2024

33:47

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Learn how Section 179D and cost segregation studies help maximize tax savings by accelerating depreciation on energy-efficient assets and upgrades.

Webinar Recording

June 24, 2024

Watch our webinar on overcoming Opportunity Zone Working Capital Safe Harbor challenges and ensuring compliance with regulations.

Podcast

September 17, 2024

11:45

Speakers: Christopher J. Truitt, Martin Karamon, Will W. Billips

Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.

Article

October 10, 2024

Maintain sales tax compliance and audit readiness by using accurate product tax codes. Learn how correct codes protect your business from costly penalties.