Insights

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Nonprofits and learn more about how we helped the Franklin School.

Explore the six questions growing banks should ask about their loan review process to evaluate whether it's on track with portfolio growth and evolving risk.

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

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

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

Discover how Georgia’s tax credit landscape is changing and how to maximize available credits.

Learn how the COSO integrated framework strengthens internal controls and ensures compliance with federal grant guidelines.

Stay ahead with our guide on ARPA SLFRF regulations as well as funding agreements, compliance guidance, and critical fiscal deadlines.

Get our case study about the New Markets Tax Credit Allocation for the Emerge Center, a new facility dedicated to serving children with autism.