Recent Insights
Article
June 5, 2024
Discover the benefits of co-sourced accounting for your business. Find out how it can enhance and expand your current accounting team’s capabilities.
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.
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.
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.
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.
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.
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.