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Insights

Recent Insights

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Podcast

June 17, 2025

16:57

Speakers: Trevor Nelson

Learn how New Markets Tax Credits helped Meals on Wheels drive economic development and expand outreach through strategic nonprofit funding.

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Article

June 12, 2025

Learn how IRS Notice 2025-27 offers relief and a simplified method for determining corporate AMT applicability and CAMT compliance obligations.

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Case Study

June 4, 2025

Learn how Cherry Bekaert helped Claflin University secure NMTC financing to fund its $26.7M Student Activity and Community Center.

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Podcast

May 5, 2025

14:39

Speakers: Danny Martinez

Learn how educational institutions can improve endowment oversight, address personnel transitions, and align funds with mission-driven goals.

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Podcast

April 14, 2025

20:11

Speakers: Laurel Tinsley, David Altman

Learn how NMTCs attract private investment, boost community development, and support nonprofits in creating jobs and services in low-income areas.

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Podcast

April 9, 2025

27:36

Speakers: Brooks E. Nelson, Sarah McGregor, Kasey Pittman

Learn how upcoming IRS leadership changes and staffing cuts will affect agency operations, taxpayer services, and compliance strategies in 2025.