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Insights

Recent Insights

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Podcast

February 8, 2023

20:55

Speakers: Tony Konkol

Learn how your businesses can capitalize on the NC pass-through entity tax (PTET) election and comply with each jurisdiction’s varying requirements when filing.

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Podcast

December 8, 2022

14:033

Speakers: Gregory Marx

Learn the benefits and differences between charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) from the income tax and estate tax perspectives.

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Podcast

July 14, 2021

06:55

Speakers: John T. H. Carpenter

Don’t miss the opportunity for PPP loan forgiveness! Find out when you need to apply for forgiveness & learn how the application process works.

Article

April 30, 2024

Learn about the latest section 48C tax credit allocations and eligibility to monetize tax incentives with the new transferability regime.