Insights

Explore how the One Big Beautiful Bill Act's (OBBBA) tax reform affects private equity investors, family offices, fund managers and portfolio companies.

Review key estate and gift tax shifts, including the new $15M exclusion and planning tips for wealthy families after the 2025 tax reform bill.

Real estate investors can lower taxes by understanding classification rules. Learn key factors the IRS uses to determine dealer versus investor status.

Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.

Discover how the 2025 tax reform impacts tech companies, from R&D expensing and QSBS changes to bonus depreciation and international tax rules.

Family business succession planning protects your company’s legacy, ensures leadership continuity and minimizes risk. Explore our four-stage framework.

Discover how the 2025 tax reform impacts industrial manufacturing with bonus depreciation, R&D expensing and updated business interest deductions.

Learn how the 2025 tax reform affects construction tax planning with updates to PCM accounting, Section 179 expensing, bonus depreciation and more.

Learn how the 2025 tax reform impacts hospitality businesses with key updates to Section 179 expensing, QBI deduction and business interest deduction.