Recent Insights
Webinar Recording
November 7, 2025
Watch this in depth session on Opportunity Zones 2.0. Explore tax incentives, compliance updates, and strategies for Qualified Opportunity Funds.
Webinar Recording
July 30, 2026
Watch to learn how IRS Notice 2026-40 impacts QOF positions, working capital safe harbors and OZ structuring as the 2026 inclusion event approaches.
20:43
Speakers: Sarah McGregor
Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.
Article
February 25, 2020
Discover how your private equity firm may be impacted by new accounting methods and elections when there is a significant change in ownership.
Webinar Recording
August 23, 2023
Watch our webinar to gain insights on various types of available state tax credits and incentives and ensure your business gains the most benefits.
Article
August 30, 2021
The legislation that revised the IRC conformity date in the Florida Income Tax Code has been signed. Find out how this may impact your corporation’s 2020 income tax liability.
Article
August 21, 2024
Learn how California SB 167 impacts 2024 tax credits, including new restrictions on NOLs and R&D credits as well as relief provided by California SB 175.
Webinar Recording
March 7, 2025
Understand key IRS regulations on prevailing wage & apprenticeship requirements to qualify for Inflation Reduction Act clean energy tax credits.
19:04
Speakers: Sarah McGregor, Martin Karamon
The IRS released Revenue Procedure 2023-11 in December 2022 to update the IRC Section 174 guidelines. Learn more here.
Report
February 2, 2024
This report explores key challenges and other dynamics that impacted the Private Equity landscape in 2023 and presents the industry’s outlook for 2024.