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.

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.

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).