Recent Insights
Article
February 2, 2026
Explore our guide on UpREIT vs. DownREIT to determine which structure aligns with your investment goals. Learn how they work and the key differences.
14:033
Speakers: Gregory Marx
Learn the benefits and differences between charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) from the income tax and estate tax perspectives.
Article
May 8, 2026
Understand what IPO SOX compliance entails, including timelines, controls and pitfalls to avoid. Read our guide to strengthen readiness for going public.
Article
May 28, 2026
Understand why defining AI risk ownership is crucial for organizations and explore how establishing a structured AI triad assigns governance accountability.
26:05
Speakers: Sarah McGregor
Learn what is new in the final rule for Beneficial Ownership Information (BOI) reporting and what can companies do now to prepare.
Webinar Recording
July 30, 2024
Watch to gain insight in to the NMTC's impact on low-income communities. Explore funding strategies, site evaluations and advantageous NMTC transactions.
Article
April 14, 2025
Updated: August 12, 2025
Family business succession planning protects your company’s legacy, ensures leadership continuity and minimizes risk. Explore our four-stage framework.
Article
January 26, 2026
Explore how the IRS proposed regulations could eliminate the look-through rules for domestic C corps and how it will impact domestically controlled REITs.
Article
March 19, 2026
IPO stands for initial public offering. Understand how an IPO works and what it means when a company goes public in our comprehensive guide.
Alert
February 27, 2025
President Trump proposes closing the carried interest loophole, learn how this impacts taxation on private equity fund managers' income.