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Insights

Recent Insights

Webinar Recording

November 18, 2025

Watch and learn 2025 year-end tax planning strategies to reduce taxable income and leverage OBBA benefits for your business before the year closes.

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Article

September 3, 2025

Explore the differences between BSL versus PC CLOs and learn why independent valuations are vital for transparency and investor trust.

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Webinar Recording

November 14, 2025

Learn how the 2025 OBBBA tax law impacts individuals, trusts, and estates, and explore year-end strategies to maximize tax savings and minimize liability.