Insights

Learn how Fort Wayne's Community Development Entity uses New Markets Tax Credits for economic development, jobs and community revitalization.

Understand what IPO SOX compliance entails, including timelines, controls and pitfalls to avoid. Read our guide to strengthen readiness for going public.

Watch and discover how to build, manage, and monitor annual budgets using FP&A standards, financial forecasting, AI, and performance dashboards.

Explore our guide on UpREIT vs. DownREIT to determine which structure aligns with your investment goals. Learn how they work and the key differences.

Discover how FP&A strategies enhance ERP integration, boost financial forecasting and streamline data analytics for smarter business decisions.

Explore key use cases for generative AI in finance, from FP&A forecasting to AP/AR automation, and see how to measure ROI.

Uncover notable updates from the May 2026 tax policy review, including government funding, potential legislation and trade policy developments.

Family business succession planning protects your company’s legacy, ensures leadership continuity and minimizes risk. Explore our four-stage framework.

Learn about the Scholarship Granting Organization (SGO) tax credits introduced by the 2025 tax reform bill. Gain insight into IRC Sections 25F and 139K.