Recent Insights
Alert
August 11, 2022
QOFs can no longer rely on relief provisions with respect to failures to satisfy the 90% investment standard in tax years after 2021. Learn more here.
08:51
Speakers: Mark H. Cooter
Part three of this Opportunity Zones podcast series dives into the triggering events that should be avoided to meet guidelines under the OZ regulations.
How Real Estate and Construction Companies Can Take Advantage of the Expanded Section 45L Tax Credit
19:00
Speakers: Mark H. Cooter
Listen to our podcast and discover how real estate and construction companies can best utilize the expanded Section 45L tax credit.
12:41
Find out why CIO services are important for an organization, when it makes sense to bring on a fractional CIO, and how to get successfully started.
Webinar Recording
December 21, 2020
Watch our webinar to learn how nonprofits are leveraging data to drive better decisions, maximize revenue, optimize efficiencies and costs, and more.
Webinar Recording
September 10, 2026
Watch and discover how to build, manage, and monitor annual budgets using FP&A standards, financial forecasting, AI, and performance dashboards.
Article
August 3, 2026
Explore what middle-market companies need to know about the SpaceX IPO, what it signals for market conditions and key lessons for going public.
Webinar Recording
March 28, 2025
Watch our R&D tax credit strategy webinar and learn how to optimize your R&D claims and comply with Section 174 capitalization rules in 2025.
Webinar Recording
May 2, 2021
Watch our webinar to learn about the New Markets Tax Credit (NMTC) program and find out if your project or business qualifies, and more.
Webinar Recording
December 21, 2020
Watch our webinar and learn how leaders of nonprofit organizations adapted their operating activities to respond to the global pandemic and lessons learned.