Recent Insights
15:09
Speakers: Lori Smith, Jacqueline (J.C.) Tuthill, John Collier
Understand how business interruption insurance offers private equity firms protection against natural disasters, supply chain disruptions, and cyberattacks.
Article
July 6, 2021
Find out 5 key takeaways from “The SPAC Conference 2021” and contact us for more information on Special Purpose Acquisition Companies “SPACs”.
Article
May 1, 2025
Updated: August 12, 2025
Discover how CFOs can modernize financial operations with this strategic enterprise resource planning (ERP) system implementation checklist.
Case Study
April 13, 2021
Get our case study about the New Markets Tax Credit (NMTC) Allocation for Plush Mill, an old textile building turned into Serendipity Labs.
Case Study
September 13, 2021
Learn how we helped two technology companies identify and address their sales tax obligations at different points of the acquisition process.
Article
December 7, 2022
Find out more about tax planning strategies that can offer tremendous savings for executives with Incentive Stock Options (ISOs).
Webinar Recording
August 23, 2023
Discover how businesses can benefit from energy tax credits and incentives included in the Inflation Reduction Act (IRA). Learn how to apply for them to unlock tax savings.
Article
April 3, 2024
Find out how debt cancellation is taxed for real estate investors and what could impact your situation. Review your possible options to minimizing this tax.
Report
June 15, 2026
Discover why data-driven quality of earnings is essential for private equity dealmaking, as featured in PitchBook's Q1 2026 PE Middle-market Report.
Article
April 24, 2020
Learn more on the CARES Act NOL carryback changes providing immediate refunds for corporate taxpayers with taxable income during the carryback time period.