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Insights

Recent Insights

Alert

June 7, 2024

The 5th Circuit Court vacated the SEC's rule on private fund advisors, citing overreach of authority. Learn the impact on fund advisors.

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Alert

January 4, 2021

Discover how the new rules for U.S. Trusts can effect the beneficiaries of your small business.

Alert

April 30, 2021

Learn more on Restaurant Revitalization Fund qualifications for restaurants, eligibility requirements & next steps to submit an application.

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Article

June 11, 2025

Updated: September 19, 2025

Get the latest cannabis legalization updates for 2025, including potential cannabis rescheduling, IRS tax rules and the SAFE Banking Act.

Article

April 29, 2025

Learn about Georgia Investment Tax Credit transfer provisions and how to claim it. Industrial and telecommunications companies may qualify. Contact us for help.

Article

March 9, 2023

The U.S. Supreme Court issued their decision in Bittner v. United States (S Ct No. 21-1195, 2023) on February 28, 2023. Learn more here.

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Article

October 9, 2026

Learn how growth-stage government contractors can use succession planning to create value, turning founder-led success into enterprise-level durability.

Webinar Recording

September 13, 2023

Watch our webinar to hear the latest developments in the Inflation Reduction Act and CHIPS Act. Learn how your business can benefit from these tax credits.

Article

May 22, 2023

Discover how the Microsoft Power Platform automates workflows, analyzes data, and delivers AI solutions for enhanced business performance.

Alert

February 13, 2020

A recent decision by the U.S. Supreme Court: that a state cannot tax a trust if the only connection to the state is the residency of the trust beneficiary.