Recent Insights
Article
October 3, 2024
Learn how the 2017 Tax Cuts and Jobs Act expiration in 2025 will affect federal income tax rates, personal exemptions, and potential filing complexities.
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
October 24, 2025
Watch to learn about Section 174 to 174A changes, new Form 6765 rules, and IRS guidance to optimize R&D tax credits and improve business cash flow.
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.
Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.
Article
February 11, 2026
Discover how SB 711 reshapes California R&D tax credits for 2026 with ASC adoption, immediate expensing and planning opportunities for businesses.
Article
February 12, 2024
Updated: September 17, 2025
Learn about the updates in ASU 2023-09 aimed at enhancing income tax disclosures for public companies. Understand the new reporting requirements.
Article
August 6, 2025
Learn how qualified production property is defined under the 2025 tax reform and how leveraging cost segregation analysis can enhance QPP deductions.
Webinar Recording
November 18, 2025
Watch and learn 2025 year-end tax planning strategies to reduce taxable income and leverage OBBA benefits for your business before the year closes.
Article
June 2, 2026
Explore how the precedents set by South Dakota v. Wayfair continue to impact sales tax governance for businesses eight years after the case.