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Insights

Recent Insights

Webinar Recording

August 19, 2025

Gain insights on federal grant regulations, audit readiness, and performance-based funding to strengthen your grants management process.

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Podcast

March 28, 2025

23:52

Speakers: Denise Lippuner, Kathleen Kizior

Learn the key differences between subrecipients and contractors, and how to make the right grant funding decisions for compliance and project success.

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Webinar Recording

August 27, 2024

Discover the benefits of early risk assessments for new organizations and learn to quickly identify high-risk activities.

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Article

April 22, 2024

Explore the recent revisions to OMB guidance for grants and agreements and their effect on state & local governments and not-for-profits.

Newsletter

March 14, 2023

Our Regulatory Compliance Digest features a summary of the latest on the HMDA Final Rule, the annual CRA and Regulation Z threshold adjustments.

Article

August 12, 2021

With capital gains tax rate changes looming in Washington, learn more on controlling income recognition using a charitable trust.

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Podcast

February 27, 2025

22:24

Speakers: David Nissen, Kyle Nevins

Learn how to prepare for a business sale with valuation strategies, market insights, and financial tips to achieve a successful and profitable transaction.

Webinar Recording

November 27, 2024

Watch to learn essential 2024 tax planning strategies for individuals to maximize savings, including IRS guidance review, court decisions, and tax changes.

Webinar Recording

August 27, 2024

Explore government analytics use cases, from resource optimization to enhancing citizen engagement, while learning about data security and AI

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.