Recent Insights
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.
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
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.
Webinar Recording
June 15, 2026
Watch to learn key 2026 R&D tax credit changes, July 6 deadlines, and how AI impacts IRC Section 41 qualification and compliance requirements.
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.
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
January 8, 2025
Learn about the recently issued Rev. Proc. 2025-8 and the updates it makes to IRC Section 174 on SRE amortization and compliance for tax year 2024.
Article
July 9, 2025
Review our in-depth look at the final House and Senate Budget Reconciliation Bill. Discover how recent changes to U.S. tax policy could affect you.
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.
Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.