Recent Insights
Article
August 22, 2025
Explore how the One Big Beautiful Bill Act's (OBBBA) tax reform affects private equity investors, family offices, fund managers and portfolio companies.
Newsletter
August 21, 2025
Review key updates from the August 2025 tax policy review, including IRS leadership changes, tax reform impacts and government funding debates.
Report
August 18, 2025
Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.
Article
August 15, 2025
Discover what Sarbanes-Oxley Act (SOX) Section 404 is, its compliance requirements, and its implications for internal controls and financial reporting.
Article
August 14, 2025
Explore key use cases for generative AI in finance, from FP&A forecasting to AP/AR automation, and see how to measure ROI.
Webinar Recording
August 7, 2025
Learn how CDE's leverage New Markets Tax Credits to drive capital into underserved communities and maximize long-term community impact.
Article
July 31, 2025
Learn how the 2025 tax reform impacts section 179D, IRA clean energy credits and project eligibility rules, limiting green energy incentives.
Newsletter
July 31, 2025
Explore FASB's latest ASUs from Q2 2025, including new guidance on business combinations involving VIEs and share-based consideration to customers.
Article
July 25, 2025
Starting in the 2025 tax year, the Section 174 repeal lets businesses immediately deduct domestic R&E expenditures. Explore what else is changing.
Newsletter
July 21, 2025
Learn how Trump's 2025 tax reform bill H.R.1 extends TCJA provisions, introduces deductions, and reshapes tax policy for individuals and businesses.