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Insights

Recent Insights

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Alert

September 11, 2026

The IRS proposed regulations to expand and formalize racial nondiscrimination requirements for tax-exempt private schools. Explore the implications.

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Article

September 10, 2026

Explore how interest tracing works in debt-financed distributions and why understanding these rules matters for real estate investors and business owners.

Virtual-Conference_2026-Not-for-Profit-Tax-Update_4509767197-Session-07_YOUTUBE-THUMB

Webinar Recording

September 2, 2026

Learn key 2026 nonprofit tax changes, IRS updates, compliance priorities, Form 990 requirements and tax planning strategies.

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Article

August 26, 2026

Explore who should own AI security risk in tax, how the tax AI security triad assigns clear accountability across leadership and how to make the triad work.

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Article

August 24, 2026

Explore why taxpayers with pending Employee Retention Credit claim filings in 2026 now require a documented defense strategy and the risks they face.