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Insights

Recent Insights

Report

June 18, 2024

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.

Article

July 14, 2022

Get insights on 2022 economic headwinds impacting private equity and M&A deal activity. Learn current tax issues and how transactional tax strategies can help create value.

Article

November 1, 2021

Learn more about the Build Back Better Act tax proposal, its potential impact on Section 1061, & how it treats carried interest impacting private equity.

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Podcast

September 30, 2021

11:52

Speakers: Matt Brady

Listen to our podcast for manufacturing companies to learn the pros and cons of integration and M&A activity & industry trends that are driving the M&A demand.

Report

September 3, 2021

Learn how the SEC Auditor Independence rules impact private equity funds and their portfolio companies.

Tax Beat Podcast thumbnail

Podcast

July 12, 2021

26:29

Speakers: Brooks E. Nelson, Sarah McGregor, Christopher J. Truitt, Barry Weins

Listen to our podcast to learn about tax challenges for Special Purpose Acquisition Companies. Contact us for guidance on SPACs transactions.

Article

July 6, 2021

Find out 5 key takeaways from “The SPAC Conference 2021” and contact us for more information on Special Purpose Acquisition Companies “SPACs”.

Article

June 14, 2021

Learn more about acquisition transaction and what it means for the Special Purpose Acquisition Companies (SPACs) owners from a tax perspective.

Webinar Recording

May 28, 2021

Find out what is the New Markets Tax Credit program & how family offices and private investment funds can take advantage of the NMTC program.

Article

May 5, 2021

Learn more about passive foreign investment companies (PFIC) & international tax issues related to Special Purpose Acquisition Companies (SPACs).