Recent Insights
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.
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.
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.
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.
Webinar Recording
March 7, 2025
Understand key IRS regulations on prevailing wage & apprenticeship requirements to qualify for Inflation Reduction Act clean energy tax credits.
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.