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Insights

Recent Insights

Webinar Recording

November 18, 2025

Watch and learn 2025 year-end tax planning strategies to reduce taxable income and leverage OBBA benefits for your business before the year closes.

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Webinar Recording

November 7, 2025

Watch this in depth session on Opportunity Zones 2.0. Explore tax incentives, compliance updates, and strategies for Qualified Opportunity Funds.

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Article

October 31, 2025

Explore how Opportunity Zone (OZ) investors can prepare for the expiration of capital gains deferral, from fair market valuation to liquidity planning.