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Insights

Recent Insights

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Podcast

September 30, 2021

16:11

Speakers: Matt Brady, Brian Dill

Listen to our podcast for manufacturing companies to learn about the impact upcoming international tax changes will have on your supply chain efficiency.

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.

Business woman sitting at a desk in front of a window looking at a laptop

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.

Webinar Recording

August 17, 2021

Watch our webinar to learn how the top real estate and construction professionals are overcoming the challenges COVID-19 brought to the industry.

Alert

April 20, 2020

Learn more on the IRS deadline extensions issued April 9, 2020 effecting 1031 like-kind exchanges and opportunity zone investments.

Article

September 16, 2024

Understand the steps to qualify for New Markets Tax Credits and how NMTCs can be a powerful financing tool for businesses in underserved communities.

Webinar Recording

July 12, 2024

Learn effective grant writing, best practices, and financial considerations to secure New Markets Tax Credits and competitive funds.

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Webinar Recording

September 4, 2025

Explore Opportunity Zones, LIHTC, and historic credits with NMTCs to finance projects, strengthen communities, and advance equitable development.

Case Study

April 13, 2021

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Plush Mill, an old textile building turned into Serendipity Labs.

Webinar Recording

September 4, 2024

Watch to gain a deeper understanding of NMTCs, CDFI funding and how to implement strategic plans that drive community development.