Recent Insights
11:45
Speakers: Christopher J. Truitt, Martin Karamon, Oscar A. Osorio
Learn how transferable energy tax credits under the Inflation Reduction Act offer private equity funds new tax planning opportunities and innovative deal structuring.
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.
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.
Article
September 22, 2023
Get a comprehensive overview of state Pass-Through Entity (PTE) tax updates for September 2023. Stay up-to-date with the latest changes and regulations.
Webinar Recording
June 12, 2025
Watch to explore the benefits of unifying data lakes and warehouses with a data lakehouse architecture to enhance real-time analytics and automation.
Article
March 9, 2023
FASB recently voted to approve an update to ASC 842 to provide more information about accounting for related-party leases. Learn more here.
Report
March 24, 2026
Understand modernization gaps facing middle-market construction and real estate CFOs, from budgeting and forecasting to system connectivity.
Article
July 31, 2026
Understand NIST CSF maturity levels, the steps involved in maturity and gap assessments, and how organizations can benefit from performing them.
Article
February 7, 2025
A Delaware Statutory Trust (DST) is an investment that allows shared ownership in a like-kind property for a 1031 exchange. Learn more about the benefits here.
Article
June 13, 2025
Discover three financial optimization strategies to prioritize now and how they can help accelerate long-term transformation for mid-market businesses.