Recent Insights
Article
May 3, 2021
Learn more about US pre-immigration tax planning and the concept of “relevancy” for Foreign Eligible Entities (FEEs). Contact us for help.
Article
April 22, 2024
Learn what transferable value is and how to build it in your family business for successful transitions and long-term success.
Article
February 26, 2021
Read about the Corporate Transparency Act new beneficial owner reporting requirements and severe penalties aimed to limit illicit activities.
Article
May 12, 2025
Learn two proven strategies to accelerate portfolio company growth, even when facing market volatility and shifting global trade policies.
Article
July 22, 2022
Learn more on Superfund Excise Tax changes effective July 1, 2022, including key considerations for dealings with the reinstated Superfund Tax on chemicals and substances.
16:25
Speakers: Martin Karamon, Vivian Kohrs
Listen in to learn about intercompany IP agreements and Section 174 implications for overseas R&D. Prevent double capitalization and manage risks.
Article
May 22, 2024
Updated: August 19, 2026
Discover how outsourced accounting services for construction companies can propel growth and help maintain financial stability for your business.
27:07
Speakers: Martin Karamon
Learn about tax credits associated with the CHIPS Act and Inflation Reduction Act of 2022 and their many impacts on the manufacturing industry.
15:38
Speakers: Martin Karamon, Vivian Kohrs
Listen to our podcast to learn how to properly conduct R&D Tax Credit documentation as you make investments in technology.
Article
September 3, 2025
Updated: November 14, 2025
Explore the differences between BSL versus PC CLOs and learn why independent valuations are vital for transparency and investor trust.