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Insights

Recent Insights

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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.

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Podcast

December 8, 2022

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.

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Podcast

November 17, 2022

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.

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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.

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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.