Insights

Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and optimize outcomes.

Learn how 2025 tax reform reshapes international tax: GILTI to NCTI, FDII to FDDEI, foreign tax credit limits, and modeling tips for multinationals.

Learn how the 2025 tax reform impacts business tax planning, with updates on SALT deduction caps, executive compensation, and loss limitations.

Explore the differences between BSL versus PC CLOs and learn why independent valuations are vital for transparency and investor trust.

Explore how the One Big Beautiful Bill Act's (OBBBA) tax reform affects private equity investors, family offices, fund managers and portfolio companies.

Review key estate and gift tax shifts, including the new $15M exclusion and planning tips for wealthy families after the 2025 tax reform bill.

Review key private equity trends in 2025, from deal activity shifts to growth equity opportunities, add-ons and evolving exit strategies.

President Trump recently signed the "One Big Beautiful Bill" into law, ensuring the future of 100% bonus depreciation after the potential expiration of TCJA.

Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.

Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.