Recent Insights
Alert
September 4, 2025
Explore new IRS guidance in Rev. Proc. 2025-28 on applying Section 174A to domestic R&E expenses, with retroactive relief for small businesses.
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.
Webinar Recording
July 21, 2025
Watch our webinar to learn how 2025 tax reform impacts individuals and businesses in the first session of our six-part series.
Webinar Recording
January 20, 2025
Watch to learn strategic tax planning post-2024 election, including updates on TCJA, international tax, state and local changes, and estate planning.
Webinar Recording
September 4, 2025
Learn how the 2025 tax reform impacts business tax planning, with updates on SALT deduction caps, executive compensation, and loss limitations.
Article
June 19, 2025
Learn how the Senate tax plan extends key TCJA provisions, expands business credits and reshapes energy incentives under the new reconciliation bill.
Alert
June 17, 2025
Discover what's inside the Senate's reconciliation bill, including TCJA extension, QBI changes, SALT cap updates and international tax reform proposals.
Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.
Webinar Recording
March 4, 2026
Watch and learn the latest federal, international, and state tax policy updates for 2026, plus planning strategies, tax credits, incentives and tariff impacts.
Article
July 25, 2025
Updated: December 8, 2025
Starting in the 2025 tax year, the Section 174 repeal lets businesses immediately deduct domestic R&E expenditures. Explore what else is changing.