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Insights

Recent Insights

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Article

January 13, 2025

This four-step guide covers strategic planning essentials for community project funding and achieving lasting development in underserved areas.

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.

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Report

June 15, 2026

Discover why data-driven quality of earnings is essential for private equity dealmaking, as featured in PitchBook's Q1 2026 PE Middle-market Report.

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Podcast

August 29, 2023

19:00

Speakers: Mark H. Cooter

Listen to our podcast and discover how real estate and construction companies can best utilize the expanded Section 45L tax credit.

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Podcast

May 30, 2025

26:42

Speakers: John Heagy

Gain insights into internal audit's responsibility in evaluating AI systems for accuracy, ethical use and operational impact.

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Podcast

April 1, 2020

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.

Article

August 10, 2023

Discover supply chain nearshoring strategies for better profits and risk control. Get expert advice on how to avoid negative tax effects.

Webinar Recording

March 26, 2025

Watch to learn how nonprofits and government entities can leverage direct pay credits for clean energy funding, tax relief, and financial sustainability.

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Podcast

December 5, 2022

33:20

Speakers: Matt Brady, Martin Karamon

Find out the new ways to monetize energy tax credits for the industrial industry regarding industry credit updates and best practices.

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Podcast

July 29, 2025

23:02

Speakers: John Bartz

Explore the 6 costly mistakes companies make during accounting software upgrades and how your business can avoid them to ensure a smooth transition.