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Insights

Recent Insights

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Webinar Recording

June 1, 2026

Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.

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Article

September 22, 2023

Get a comprehensive overview of state Pass-Through Entity (PTE) tax updates for September 2023. Stay up-to-date with the latest changes and regulations.

Webinar Recording

August 23, 2023

Watch our webinar to explore the impact of recent tax legislative updates and revised Section 174 on your business, and discover valuable tax strategies.

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Webinar Recording

August 5, 2026

Learn how organizations can strengthen community development finance applications by aligning strategy, organizational priorities, and program requirements throughout the application process.

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Article

October 24, 2025

Learn how Sage Intacct enhances financial management for senior and assisted living organizations and explore 5 key strategies for healthcare growth.

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Article

October 25, 2023

Explore how Sage Intacct is transforming financial reporting with intuitive dashboards. Discover real-time insights and make data-driven decisions with ease.

Article

October 10, 2023

Get a comprehensive overview of State Pass-Through Entity (PTE) Tax updates for October 2023. Stay up-to-date with the latest changes and regulations.

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Podcast

December 8, 2022

14:033

Speakers: Gregory Marx

Learn the benefits and differences between charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) from the income tax and estate tax perspectives.

Webinar Recording

October 20, 2022

Watch our webinar to understand which states have Pass-Through Entity Tax Elections available and how to determine if your business could qualify.