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Tax Credit Intelligence From the People Who Close the Deals

Our newsletter articles for developers, investors, and family offices—published on LinkedIn, collected here.

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Recent Articles

September 2026 · HUD & Compliance

Is Your HUD-Assisted Property Ready for HUD’s New Inspection Standard? What Every Owner Needs to Know About NSPIRE

NSPIRE replaces REAC/UPCS. What changes, what inspectors now score, and how owners of HUD-assisted properties should prepare.

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August 2026 · Historic Tax Credits

Historic Tax Credit Ownership Flip: Structure and Safe Harbor Guidance

Why HTC deals are built around a five-year recapture period, how the investor-to-developer flip works, and what the safe harbor requires.

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August 2026 · Firm News

Twenty Years of Peer Review Success: The Significance of Peer Review for Those We Serve

Two decades of clean peer reviews — and why that matters to the investors, lenders, and agencies who rely on our reports.

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July 2026 · Historic Tax Credits

Offsetting Passive Income with the Historic Rehabilitation Tax Credit: A Powerful Tax Planning Opportunity

How family offices can use HTC investments to offset passive income — a planning opportunity many advisors overlook.

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July 2026 · Leadership

Leadership Trust & Transparency: The Competitive Advantage for CPA and Investment Firms

What decades of professional practice have taught us about building teams that clients can rely on.

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June 2026 · Opportunity Zones

2026 OZ 2.0 Nomination Strategies & New Qualified Opportunity Zone Designations

How states are approaching the new nomination round, and what the redrawn map means for developers and investors.

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June 2026 · Operations

Clear Numbers, Clearer Decisions: The Case for Aligning Accounting and Property Management

Why properties perform better when the books and the buildings are managed in concert.

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May 2026 · Capital Markets

Creative Capital Stacks: Beyond Banks and Bonds

Tax credit equity, bridge debt, and the layered structures that finance projects conventional lenders won’t touch alone.

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May 2026 · Property Management

Tips for Being a Successful Property Manager

Consistency, communication, and proactive problem-solving — the habits that separate well-run properties from the rest.

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