Recent Insights
Report
February 25, 2026
Private equity rebounded in 2025 with over 9,000 transactions totaling $1.2 trillion in value. Explore market trends, industry insights and 2026 forecast in our report.
Case Study
February 25, 2026
Explore how our Sales & Use Tax and CFOA Technology Advisory teams enabled an efficient migration of exemption certificates for a major manufacturer.
Newsletter
February 19, 2026
Discover key updates from the February 2026 tax policy review, including government funding developments, new tax reform guidance and IRS changes.
Article
February 19, 2026
The finalized Form 6765 instructions mark the IRS's shift to a project-specific disclosure approach. Explore what the new rules mean for R&D tax credits.
Article
February 17, 2026
Explore the possible outcomes of the 2026 midterm elections, their implications, expectations for the 120th Congress and the latest policy updates.
Case Study
February 11, 2026
See how strategic financing and capital campaigns are helping Meals on Wheels Greenville expand services, food access, and support aging adults.
Article
February 11, 2026
Discover how SB 711 reshapes California R&D tax credits for 2026 with ASC adoption, immediate expensing and planning opportunities for businesses.
Article
February 2, 2026
Explore our guide on UpREIT vs. DownREIT to determine which structure aligns with your investment goals. Learn how they work and the key differences.
Webinar Recording
January 29, 2026
Watch to learn how upcoming state and local tax changes may impact 2026, with insights on SALT compliance, controversy issues, and strategies.
Article
January 26, 2026
Uncover the key takeaways from IRS Notice 2026-11, which provides interim guidance on additional first-year deduction depreciation under Section 168(k).