Recent Insights
13:52
Speakers: Lori Smith, Jacqueline (J.C.) Tuthill, John Collier
Gain practical advice on handling business interruption insurance claims, understanding key coverages, and working with forensic accountants.
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.
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.
16:57
Speakers: Trevor Nelson
Learn how New Markets Tax Credits helped Meals on Wheels drive economic development and expand outreach through strategic nonprofit funding.
Report
June 16, 2025
Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.
Article
June 13, 2025
Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.
Alert
June 13, 2025
Learn how Texas SB 1851 could block cities from raising property taxes due to delayed audits. Discover what your municipality must to do stay compliant.
Webinar Recording
June 13, 2025
Watch our Q2 2025 Tax Policy webinar for insights on tax reform, trade changes, and strategies for businesses and taxpayers to stay compliant.
Webinar Recording
June 13, 2025
Watch our webinar and learn how tax nexus affects your state filing obligations and how to avoid costly SALT compliance mistakes.