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Insights

Recent Insights

Webinar Recording

November 18, 2025

Watch and learn 2025 year-end tax planning strategies to reduce taxable income and leverage OBBA benefits for your business before the year closes.

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Article

February 20, 2025

Understand IRS changes to Section 831(b) captives, including reporting rules, form 8886 disclosure and penalties for abusive tax schemes.

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Article

April 24, 2025

Updated: March 20, 2026

Ensure BABA compliance by understanding key domestic content requirements, including U.S.-made materials, wavier guidelines and certification steps.

Recurring Revenue Valuations

Video

June 18, 2025

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