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Insights

Recent Insights

Article

January 19, 2024

Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.

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Podcast

January 18, 2024

28:37

Speakers: Laurel Tinsley, Sarah McGregor, Brooks E. Nelson

The Innovate Fund secures $50M NMTC allocation for community development. Learn about the NMTC and it's impact on low-income regions.

Tax Beat Podcast thumbnail

Podcast

January 18, 2024

28:24

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.

Article

January 10, 2024

Get guidance on eligibility, manufacturing arrangements & lifecycle GHG emissions with Sec. 45X & 45V: regulations for energy tax credits.

Article

January 5, 2024

Explore insights from manufacturing leaders on transitioning to renewable energy and the challenges and strategies involved.

Webinar Recording

December 15, 2023

Get the latest on 2023 tax developments for nonprofit organizations. Learn about IRS changes, new guidance, and strategic plans.