People in motion in office lobby

Insights

Recent Insights

Woman standing in front of office windows at night working on laptop

Article

April 12, 2019

How many revenue streams do your nonprofit have? Some organizations take the simple yet risky approach of having one main income source, and others depend on multiple revenue streams.

real estate agent in office lobby with clients

Webinar Recording

June 11, 2025

Watch to understand the tax strategies available to real estate professionals & how to qualify via the IRS material participation and time requirement rules.

Webinar Recording

December 6, 2021

Watch day four of the Virtual Real Estate & Construction Conference as we discuss federal & state tax credits and incentives for real estate development.

Case Study

April 13, 2021

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Plush Mill, an old textile building turned into Serendipity Labs.

Case Study

February 5, 2021

Read our case study about the New Markets Tax Credit Allocation that allowed to redevelop Judson Mill into a mixed-use building providing hundreds of jobs.

Group of professionals in a meeting room behind a glass wall

Article

August 24, 2026

Explore why taxpayers with pending Employee Retention Credit claim filings in 2026 now require a documented defense strategy and the risks they face.

Abstract Technology Green

Case Study

August 14, 2026

Learn how Fort Wayne's Community Development Entity uses New Markets Tax Credits for economic development, jobs and community revitalization.

Renewable Energy Solar Plant Checking

Webinar Recording

March 7, 2025

Understand key IRS regulations on prevailing wage & apprenticeship requirements to qualify for Inflation Reduction Act clean energy tax credits.

Risk & Accounting Advisory Podcast thumbnail

Podcast

March 18, 2024

27:13

Speakers: Steven J. Ursillo, Jr., Dan Sembler

Learn how SOC 2 reports differ from SOC 1, and their benefits in cybersecurity, trust, and risk management. Prepare effectively for a SOC 2 examination.

Article

December 14, 2022

Whether your business is a startup, mid-sized or a large corporation, understanding the value of continuous improvement is important. Learn more here.