Recent Insights
Report
February 2, 2024
This report explores key challenges and other dynamics that impacted the Private Equity landscape in 2023 and presents the industry’s outlook for 2024.
Newsletter
January 29, 2024
Find out important details about the FASB’s new Accounting Standard Updates (ASUs) issued during Q4 of 2023.
Article
January 19, 2024
Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.
Article
January 18, 2024
Review your current tax accounting practices considering Notice 2024-12, Rev. Proc. 2024-9, and Notice 2023-63 for potential automatic changes.
Article
January 8, 2024
Learn how Determining an ERP Strategy & Roadmap is Crucial for Aligning Solutions with Business Needs and Goals Across Your Enterprise.
28:24
Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman
Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.
Webinar Recording
December 15, 2023
Watch our webinar to learn about newly effective ASUs for the December 31, 2023 reporting period as well as the ASUs that were issued in 2023.
Article
December 15, 2023
The IRS released proposed regulations regarding the investment tax credit under IRC Section 48. Discover key insights and guidance about the new regulations.
35:42
Speakers: Brooks E. Nelson, Sarah McGregor
Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.
Webinar Recording
December 6, 2023
Watch our webinar to discover CA's carbon disclosure requirements and key challenges. Learn how to prepare your business for carbon reporting.