Insights

Learn how improper documentation led to the denial of R&D tax credits for an engineering & design firm and what others can do to strengthen their claims.

Discover how our Strategic Financing Services team empowered communities through jobs, growth and opportunities in our 2025 year-in-review video.

Learn the role of data and analytics, where and how to get started using it & how to interpret the insights to drive successful digital transformation for your business.

Learn about the history, structure, and participant roles in NMTC transactions. Discover how to identify the ideal project for NMTC and understand the goals of CDEs.

Explore the five forces shaping the insurance landscape, including carriers, brokers and the capital behind them, in our mid-year insurance industry report.

Learn more about the Build Back Better Act tax proposal, its potential impact on Section 1061, & how it treats carried interest impacting private equity.

QOFs can no longer rely on relief provisions with respect to failures to satisfy the 90% investment standard in tax years after 2021. Learn more here.

Maintain ERP health this year with tips on updating fiscal calendars, budgets and financial reports for seamless business operations.

Phil Wilson explains how Tim Cherry restructured RealtyLink and facilitated the creation of a stabilized income fund.