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Insights

Recent Insights

Report

February 9, 2023

In this report, we share the most impactful private equity 2022 trends, including the significant macroeconomic challenges, the most affected industries, and an outlook for 2023.

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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

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

Webinar Recording

October 25, 2023

Get a comprehensive overview of the Advanced Manufacturing Production Credit (Section 45X) and Advanced Energy Project Credit (Section 48C).

Article

May 31, 2022

Learn tax-planning strategies that marine manufacturers should be aware of during the 2022 planning process and how to capitalize on available tax deductions.

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Podcast

January 17, 2023

09:57

Speakers: Gregory R. Kellar

Find out the necessary steps when starting a new business. In this podcast, we pay special attention to the importance of tax and business planning components.

Article

May 21, 2024

Understand the latest IRS 2024 guidance on the deduction process for credit card rewards under IRC Section 461. Key insights for banks and card issuers.

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Webinar Recording

December 19, 2024

Watch to discover key tax credits and incentives for government contractors, including R&D and energy credits, and learn best practices for maximizing benefits.

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Case Study

July 13, 2026

Explore how NMTC financing supported a McBee station development project, which created jobs, housing, retail space and infrastructure improvements.