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Insights

Recent Insights

Article

July 11, 2024

Learn how CDFIs use NMTC allocations to empower low-income communities through affordable housing, business development and economic growth.

Podcast

July 10, 2024

12:37

Speakers: Marci Spivey, Michael G. Kirkman

Get insights on the federal estate tax exemption changes coming in 2025. Learn how to plan effectively and maximize tax benefits.

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Podcast

June 25, 2024

17:50

Speakers: Vivian Kohrs

Learn how government contractors can benefit from R&D credits through IRS section 174 as well as state-specific economic incentives.

Report

June 18, 2024

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.

Alert

June 18, 2024

The new SC tax credit for trail expansion is now in effect. Learn about eligibility, benefits and application details to take advantage of this opportunity.

Webinar Recording

June 11, 2024

Watch our 2024 ERC update to learn how the Tax Relief Act impacts your employee retention credit eligibility and claiming process.

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Podcast

June 11, 2024

25:17

Speakers: Brooks E. Nelson, Sarah McGregor, Barry Weins

Maximize tax savings with section 1202. Learn the qualifications, benefits and strategies to attract investors and grow business efficiently.

Case Study

June 7, 2024

Explore how New Markets Tax Credits support growth, expansion and job creation in the apparel manufacturing sector.