Recent Insights
Report
February 25, 2026
Private equity rebounded in 2025 with over 9,000 transactions totaling $1.2 trillion in value. Explore market trends, industry insights and 2026 forecast in our report.
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.
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.
Webinar Recording
August 23, 2023
Watch our webinar to explore the impact of recent tax legislative updates and revised Section 174 on your business, and discover valuable tax strategies.
Case Study
July 1, 2021
Get our case study about the New Markets Tax Credit Allocation for Upward Star Center supporting youth health & wellness outcomes in Spartanburg, S.C.
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.
Article
January 10, 2024
Get guidance on eligibility, manufacturing arrangements & lifecycle GHG emissions with Sec. 45X & 45V: regulations for energy tax credits.
22:00
Explore the latest technology and trends from Microsoft Ignite 2023. Dive into AI, Microsoft Copilot, Power Platform and Verdocs integration.
Case Study
February 1, 2023
Learn how we assisted 100 Prince in using the New Markets Tax Credit (NMTC) subsidy to bring affordable housing, grocery and local retail to an urban food desert.
Article
February 10, 2025
Learn how a Community Development Entity (CDE) builds trust, secures NMTC funding and drives projects in low-income communities.