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Insights

Recent Insights

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Podcast

February 15, 2023

08:09

Speakers: Jim Holman

Understand why a data-driven culture is important to business success and learn how to lead data-driven digital transformation across your organization.

Report

February 9, 2023

In this report, we share the most impactful private equity 2022 trends, including the significant macroeconomic challenges, the most affected industries, and an outlook for 2023.

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Podcast

February 8, 2023

20:55

Speakers: Tony Konkol

Learn how your businesses can capitalize on the NC pass-through entity tax (PTET) election and comply with each jurisdiction’s varying requirements when filing.

Article

February 6, 2023

On January 12, 2023, the IRS released new draft instructions to the Federal Form 6765, the Credit for Increasing Research Activities. Learn more here.

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Podcast

February 1, 2023

09:25

Speakers: Jim Holman

Learn best practices for incorporating the right technology platforms and processes before and after an acquisition to minimize disruption and achieve success.

Video

January 19, 2023

In this video, we guide you through the proper enterprise resource planning (ERP) implementation to position your private equity firm for success.

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Podcast

January 12, 2023

19:04

Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon

The IRS released Revenue Procedure 2023-11 in December 2022 to update the IRC Section 174 guidelines. Learn more here.

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Podcast

January 12, 2023

25:03

Speakers: Sarah McGregor, Brooks E. Nelson

The IRS released Rev. Proc. 2022-19 to offer relief for S Corporations that have issues with their organizational documents. Learn more here.