Recent Insights
Webinar Recording
June 12, 2020
Watch Now: In this webinar, participants will learn how data visualization plays to our brains strength valuing visual over any other type of information.
08:51
Speakers: Mark H. Cooter
Part three of this Opportunity Zones podcast series dives into the triggering events that should be avoided to meet guidelines under the OZ regulations.
Alert
April 20, 2020
Learn more on the IRS deadline extensions issued April 9, 2020 effecting 1031 like-kind exchanges and opportunity zone investments.
Case Study
November 18, 2022
Learn how we helped a middle-market professional services firm improve technologies, customer experiences, processes and culture with digital transformation.
15:09
Speakers: W. Matisse Long
Discover the top three critical internal audit skills from IIA's Vision 2035 and learn how to build communication, adaptability, and critical thinking.
Article
October 12, 2023
Discover the tax benefits of Qualified Small Business Stock (Section 1202) for technology companies. Get insights into QSBS opportunities and requirements.
Case Study
April 29, 2026
See how JASTECH uses NMTC financing to expand environmental education, brownfield redevelopment, and workforce programs in Philadelphia.
22:18
Speakers: James Eldridge
Learn how the IIA Vision 2035 redefines internal audit with a stronger focus on emerging risks, innovation and strategic advisory capabilities.
Case Study
June 4, 2025
Learn how Cherry Bekaert helped Claflin University secure NMTC financing to fund its $26.7M Student Activity and Community Center.
Article
December 10, 2024
Understand the differences between IRC section 174 and IRC section 41; learn how manufacturers can maximize R&D tax credits for growth.