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Insights

Recent Insights

Alert

October 11, 2021

Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.

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Podcast

September 17, 2021

37:10

Speakers: Brooks E. Nelson, Sarah McGregor, Brian Dill

Listen to our podcast as we discuss key highlights and surprises of the draft bill legislation, including proposed tax rate changes & the taxpayers who may be impacted.

Alert

September 16, 2021

As new COVID-19 guidance raises multiple questions, discover which the IRS answered with these filing and payment deadline FAQs.

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Podcast

September 14, 2021

08:29

Speakers: Michael G. Kirkman, Marci Spivey

Listen to our podcast to learn how the proposed tax law changes may impact individuals. Find out ideas & actions individual taxpayers should consider now.

Article

September 8, 2021

Learn about key tax considerations that tax-exempt organizations should consider to best manage UBI and comply with tax exemption requirements.

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Podcast

August 31, 2021

34:39

Speakers: Brooks E. Nelson, Sarah McGregor, David Flinchum

Listen to our podcast to learn about the SECURE Act as we discuss current trends in employer retirement savings plans and more.

Article

August 12, 2021

With capital gains tax rate changes looming in Washington, learn more on controlling income recognition using a charitable trust.

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Podcast

August 2, 2021

40:00

Speakers: Brooks E. Nelson, Sarah McGregor, Brian Dill

Listen to our Tax podcast as we review Treasury’s Green Book & learn about the potential impact of proposed changes to U.S. based multinational companies.

Article

July 30, 2021

IRS extended tax relief for employer Leave-Based Donation Program (Notice 2021-42) supporting victims of the COVID-19 pandemic. Let us guide you forward.

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Podcast

July 14, 2021

06:55

Speakers: John T. H. Carpenter

Don’t miss the opportunity for PPP loan forgiveness! Find out when you need to apply for forgiveness & learn how the application process works.