Recent Insights
Case Study
October 13, 2026
Learn how the Dan River Hotel used NMTC financing to support riverfront redevelopment, create jobs, and expand lodging in Danville, Virginia.
Article
October 12, 2026
Explore the six questions growing banks should ask about their loan review process to evaluate whether it's on track with portfolio growth and evolving risk.
Article
October 12, 2026
Explore how New Markets Tax Credits (NMTCs) and Community Development Entity (CDE) formation can support growth and community investment.
Succession Planning for Sale-ready Government Contractors: Protect Value Before the Letter of Intent
Article
October 9, 2026
Explore how sale-ready government contractors can choose the right exit path and prepare the business for an ownership transition while protecting value.
Article
October 9, 2026
Learn how growth-stage government contractors can use succession planning to create value, turning founder-led success into enterprise-level durability.
Article
October 9, 2026
Understand the importance of early succession planning for government contractor startups and discover five key considerations to address up front.
Webinar Recording
October 9, 2026
Learn how modern CFOs can drive finance modernization with AI, automation, forecasting and finance transformation.
Article
October 9, 2026
Explore how Revenue Procedure 2026-32 provides a clearer path to Section 174A compliance and correcting research expenditure accounting methods.
Article
October 9, 2026
Explore 5 key construction industry trends that contractors should be planning for in 2027 based on findings from CICPAC's 2026 economic report.
7:51
Speakers: Adam Hunter, Carolyn Smith Driscoll
Learn how Form 6765 changes affect life sciences R&D tax credits, including new reporting requirements, documentation and compliance strategies.