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Insights

Recent Insights

Webinar Recording

March 4, 2026

Watch our Q1 2026 R&D Tax Credit Update webinar to hear our team discuss key opportunities, compliance considerations and recent developments.

Case Study

June 15, 2021

Learn how New Markets Tax Credit (NMTC) Allocation helped Turnstone Center expand its space & offerings for children and adults with disabilities.

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Article

April 22, 2024

Explore the recent revisions to OMB guidance for grants and agreements and their effect on state & local governments and not-for-profits.

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Podcast

December 14, 2022

14:23

Speakers: Jim Holman

Learn how to adopt a data-centric strategy to drive organizational change across your higher education institution, grow business value, maximize ROI, and more.

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Webinar Recording

October 29, 2025

Explore 2025 nonprofit tax changes, IRS priorities, and compliance strategies to strengthen your organizations' tax-exempt status.

Article

August 9, 2022

Recent FTC Regulations created new requirements to determine if a foreign tax is creditable. Learn more about claiming Foreign Tax Credits by SaaS Companies.

Case Study

November 3, 2020

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Nonprofits and learn more about how we helped Thrive Academy.

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Alert

May 11, 2026

On May 7, 2026, the U.S. CIT found the President’s temporary tariff proclamation under Section 122 of the Trade Act of 1974 unauthorized. Learn more.