Recent Insights
20:46
Speakers: Jim Holman
Learn how to develop an effective ERP strategy that aligns with your business goals, focusing on change management and stakeholder engagement.
Article
January 19, 2024
Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.
12:57
Speakers: Martin Karamon
Does your nonprofit qualify for the Energy Efficient Commercial Buildings deduction, also known as Section 179D? Learn about eligibility and benefits here.
10:22
Speakers: Matt Brady
Listen to our podcast to learn how manufacturers can leverage New Market Tax Credits (NMTC) in to accelerate their business' growth strategy.
Article
June 11, 2025
Updated: September 19, 2025
Get the latest cannabis legalization updates for 2025, including potential cannabis rescheduling, IRS tax rules and the SAFE Banking Act.
Article
March 25, 2025
Get IRS theft loss deduction guidance for victims of online scams, including phishing, romance, account compromise and kidnapping, under Section 165 rules.
Article
February 20, 2025
Learn the 2026 professional services trends that are shaping the future of the industry, from strategic investments to technological innovation.
19:38
Speakers: Martin Karamon, David Mohimani
Listen in to learn more about the IRA's domestic content bonus credit. Discover strategies to maximize energy tax credits for your business.
Alert
June 7, 2024
The 5th Circuit Court vacated the SEC's rule on private fund advisors, citing overreach of authority. Learn the impact on fund advisors.
Article
April 29, 2025
Learn about Georgia Investment Tax Credit transfer provisions and how to claim it. Industrial and telecommunications companies may qualify. Contact us for help.