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.
Alert
January 10, 2022
Learn how the Tax Cuts and Jobs Act (TCJA) changes the way personal casualty and theft loss are handled.
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).
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).
Article
October 9, 2026
Understand the importance of early succession planning for government contractor startups and discover five key considerations to address up front.