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Insights

Recent Insights

Podcast

September 6, 2024

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”.

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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.

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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.

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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.