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Insights

Recent Insights

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.

Webinar Recording

May 28, 2021

Find out what is the New Markets Tax Credit program & how family offices and private investment funds can take advantage of the NMTC program.

Article

January 26, 2021

Read this article as we share insights regarding current trends and 2021 predictions for venture capital, private equity, and mergers & acquisitions deals.

Report

August 8, 2023

In our Private Equity Midyear 2023 Report, we unpack some of the current industry trends and offer a view ahead to the rest of 2023 and beyond.

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Alert

January 10, 2022

Learn how the Tax Cuts and Jobs Act (TCJA) changes the way personal casualty and theft loss are handled.

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Article

May 15, 2023

Get a comprehensive understanding of SOC reporting and its crucial role in the digital age. Learn about SOC 1 and SOC 2 reports, who needs them and their advantages.

Video

December 12, 2023

Discover key data privacy and cybersecurity challenges in Private Equity M&A. Learn how to protect your investment and mitigate cyber breach risk.

Article

July 12, 2022

Learn more about the recent U.S. tax court decision about the deferred compensation deduction in Hoops LP. case ( NBA Memphis Grizzlies).

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Podcast

December 12, 2022

19:59

Speakers: Rob Schwarzmann, Tony Konkol

This podcast highlights key state and local tax areas technology companies should focus on: Nexus, Revenue Sourcing and Pass-Through Entity Elections (PTEs).

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Article

October 9, 2026

Understand the importance of early succession planning for government contractor startups and discover five key considerations to address up front.