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.
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.
Webinar Recording
November 8, 2024
Learn strategies to manage employee health benefits and business insurance risks through data analytics and cost-effective risk mitigation techniques.
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.
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.
Article
June 5, 2024
Discover the benefits of co-sourced accounting for your business. Find out how it can enhance and expand your current accounting team’s capabilities.
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.