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Insights

Recent Insights

Recurring Revenue Valuations

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.

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Podcast

June 17, 2025

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.

Upward view of the Texas Capitol building

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.

Upward view of the Texas Capitol building

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.

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Newsletter

June 12, 2025

Learn about the 2025 tax reform bill and how proposed tax reforms may reshape business credits, SALT caps and more. See the June updates here.