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Insights

Recent Insights

Webinar Recording

November 18, 2025

Watch and learn 2025 year-end tax planning strategies to reduce taxable income and leverage OBBA benefits for your business before the year closes.

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Article

January 8, 2025

Learn about the recently issued Rev. Proc. 2025-8 and the updates it makes to IRC Section 174 on SRE amortization and compliance for tax year 2024.

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Webinar Recording

June 13, 2025

Watch our Q2 2025 Tax Policy webinar for insights on tax reform, trade changes, and strategies for businesses and taxpayers to stay compliant.

R&D Brainstroming Technology Engineering

Webinar Recording

June 12, 2025

Watch and explore 2025 tax policy updates, TCJA expirations, and how to leverage the R&D tax credit for compliance and business tax savings.

Article

September 2, 2022

The Inflation Reduction Act of 2022, doubles the maximum amount of R&D credits that can be applied to offset employer payroll taxes. Learn more here.

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Podcast

July 25, 2025

13:08

Speakers: Laurel Tinsley

Discover how New Markets Tax Credits will help organizations revitalize underserved communities, including how The Innovate Fund is leveraging NMTCs.

Case Study

June 17, 2021

Get our case study about the New Markets Tax Credit Allocation that allowed DCSNO to expand a community healthcare center & serve more patients.

Case Study

January 15, 2021

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Nonprofits and learn more on how we helped Legacy Charter School in Greenville, SC.