Recent Insights
Webinar Recording
August 7, 2025
Learn how CDE's leverage New Markets Tax Credits to drive capital into underserved communities and maximize long-term community impact.
26:55
Speakers: Marc Montoro, Steven J. Ursillo, Jr.
Dive into the HITRUST framework, exploring its certifications, benefits, and why it's essential for achieving industry compliance and strong security.
Article
August 15, 2025
Discover what Sarbanes-Oxley Act (SOX) Section 404 is, its compliance requirements, and its implications for internal controls and financial reporting.
Article
September 1, 2022
What is ESG? Learn more about Environmental, Social, and Governance as our advisors answer the most frequently asked questions (FAQs).
Article
June 12, 2025
IRS Notice 2025-27 offers relief and a simplified method for determining corporate AMT applicability and CAMT compliance obligations. Learn more here.
08:53
Speakers: Christopher L. Lewis
Listen to our podcast to learn more on the Direct Recognition Variable Investment Plan (DR-VIP), a retirement plan with higher limits than a 401(k) & profit-sharing plan.
Case Study
February 11, 2026
See how strategic financing and capital campaigns are helping Meals on Wheels Greenville expand services, food access, and support aging adults.
Newsletter
January 30, 2025
Learn about Q4 2024 FASB & GASB updates, including ASU 2024-03 on expense disaggregation and GASB 104 on capital asset disclosures.
Webinar Recording
June 28, 2021
Wayfair case turns three. Watch our webinar to learn what’s old, new and next for state and local taxes.
Article
October 9, 2023
Get a comprehensive overview of real estate funds, including REITs, open-end funds, and closed-end funds. Understand their advantages and disadvantages.