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Insights

Recent Insights

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Podcast

September 9, 2025

35:34

Understand single audit challenges and discover how grants professionals can meet expectations with effective preparation strategies.

Case Study

September 13, 2023

Discover how we supported the Williams Adult Day Center through NMTC Allocations, enabling them to expand their facility and services to children and senior citizens.

Article

October 5, 2023

Discover how AI can drive success in manufacturing. Find out where to start and how to leverage AI with practical use cases from our experts.

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Podcast

June 15, 2026

18:22

Speakers: Luis R. Reyes, Martin Karamon, Daniel Hurtado

Learn how cost segregation helps manufacturers accelerate depreciation, reduce tax liability and improve cash flow through strategic tax planning.

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Article

February 15, 2023

Updated: March 16, 2026

Understand prevailing wage and apprenticeship requirements for clean energy tax credits, Notice 2022-61 guidance and the importance of Form 7220.

Podcast

September 17, 2024

11:45

Speakers: Christopher J. Truitt, Martin Karamon, Oscar A. Osorio

Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.

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Podcast

December 8, 2025

13:25

Speakers: Luis R. Reyes

Learn how accounts receivable optimization can improve cash flow, strengthen customer relationships, and drive better working capital performance.

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Article

October 17, 2024

Learn the differences between Trump and Harris' child tax credit plans and what these proposals mean for families in the upcoming election.

Report

August 8, 2023

In our Private Equity Midyear 2023 Report, we unpack some of the current industry trends and offer a view ahead to the rest of 2023 and beyond.