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Insights

Recent Insights

Newsletter

January 24, 2024

Stay informed on regulatory shifts with our Winter Edition Compliance Digest. Highlights from CFPB, FDIC, FinCEN, and more.

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Podcast

January 24, 2024

23:11

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

Join tax experts as they discuss the IRS ERC Voluntary Disclosure Program. Gain insights into correcting invalid claims and filing ERC claims before the approaching deadline.

Article

January 24, 2024

Understand the impact of GASB 100 on governmental accounting, bringing clarity to changes, principles, and error corrections.

Article

January 19, 2024

Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.

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Podcast

January 18, 2024

28:37

Speakers: Laurel Tinsley, Sarah McGregor, Brooks E. Nelson

The Innovate Fund secures $50M NMTC allocation for community development. Learn about the NMTC and it's impact on low-income regions.

Tax Beat Podcast thumbnail

Podcast

January 18, 2024

28:24

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.

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Podcast

January 16, 2024

23:50

Gain valuable insights on Anti-Money Laundering (AML) Model testing & monitoring. Learn about the key limitations of AML models and what to focus on during testing.