Recent Insights
Article
October 8, 2024
Prepare for year-end financial reporting with our checklist. Learn how to manage complex transactions to ensure compliance with accounting standards.
25:22
Speakers: Jim Holman, Steve Holliday
Listen to our 'Year of Efficiency' podcast to explore how efficiency drives innovation and growth with real-world examples from leading technology companies.
Webinar Recording
October 4, 2024
Watch to learn the key role of certified Community Development Entities (CDEs) and how they drive community growth through NMTC allocations.
Article
October 3, 2024
Learn how the 2017 Tax Cuts and Jobs Act expiration in 2025 will affect federal income tax rates, personal exemptions, and potential filing complexities.
Webinar Recording
September 26, 2024
Watch for key strategies in annual planning, including forecasting, budgeting and risk management, to drive organizational success in the upcoming year.
Article
September 25, 2024
Learn how changes in your nexus footprint affect sales tax compliance and why updating your sales tax software is vital for accurate tax calculations.
Article
September 23, 2024
Stay updated on the latest IRS changes to energy tax credits and incentives, including transferability transactions and elective pay registrations for 2024.
11:45
Speakers: Christopher J. Truitt, Martin Karamon, William W. Billips
Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.
Article
September 16, 2024
Understand the steps to qualify for New Markets Tax Credits and how NMTCs can be a powerful financing tool for businesses in underserved communities.
Case Study
September 13, 2024
Learn how CVSA implemented Sage Intacct and outsourced accounting for grant accounting, payroll, and financial management for its nonprofit organization.