Insights

Watch and learn 2025 disclosure changes to Form 6765 and how to maintain compliance with new R&D tax credit rules under IRC Sections 41 and 174.

Learn about the IRS’s ERC refund update and how taxpayers may now report income tax effects in the year they receive the refund, simplifying compliance.

Learn how the Senate tax plan extends key TCJA provisions, expands business credits and reshapes energy incentives under the new reconciliation bill.

Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.

Discover what's inside the Senate's reconciliation bill, including TCJA extension, QBI changes, SALT cap updates and international tax reform proposals.

Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.

Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.

Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.