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Insights

Recent Insights

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Podcast

April 18, 2022

24:49

Speakers: Martin Karamon

Listen to our podcast and learn what to consider when selecting your R&D tax credit study provider to ensure the best quality services at fair prices.

Article

March 22, 2021

Find out more on ARPA's provisions for individuals: third round of stimulus payments, unemployment benefits extension, child tax credit & more.

Webinar Recording

October 31, 2022

Learn about the power of data to make more informed decisions, and identify improvement opportunities for your professional services company.

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Alert

May 13, 2026

On April 23, 2026, the Treasury announced a Form 990 transparency initiative. Learn the potential impacts on annual reporting requirements for nonprofits.

Recurring Revenue Valuations

Video

June 18, 2025

Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.

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.

Webinar Recording

December 11, 2024

Learn about 2024 IRS form 990 changes, compliance priorities, and tax strategies for nonprofits with insights from the IRS strategic plan.

R&D Brainstroming Technology Engineering

Webinar Recording

June 12, 2025

Watch and explore 2025 tax policy updates, TCJA expirations, and how to leverage the R&D tax credit for compliance and business tax savings.

Article

April 30, 2024

Learn about the latest section 48C tax credit allocations and eligibility to monetize tax incentives with the new transferability regime.