Recent Insights

Alert
July 18, 2025
Learn how the FDIC aims to ease compliance for over 1,500 community banks by raising audit and internal control thresholds based on inflation.

Article
July 18, 2025
The 2025 tax reform permanently raises LIHTC credit caps and reduces bond thresholds, reshaping affordable housing project financing.

Alert
July 14, 2025
Section 70435 of the Reconciliation Bill features a tax exclusion for agricultural lenders. Learn about eligible property types and qualifying loans here.

Article
July 9, 2025
Review our in-depth look at the final House and Senate Budget Reconciliation Bill. Discover how recent changes to U.S. tax policy could affect you.

Article
June 19, 2025
Learn how the Senate tax plan extends key TCJA provisions, expands business credits and reshapes energy incentives under the new reconciliation bill.

Alert
June 17, 2025
Discover what's inside the Senate's reconciliation bill, including TCJA extension, QBI changes, SALT cap updates and international tax reform proposals.

Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.

Report
June 16, 2025
Understand the M&A trends affecting banks, and their response to technological changes, bank failures, post-pandemic pressures and regulatory action.

Webinar Recording
June 13, 2025
Watch our Q2 2025 Tax Policy webinar for insights on tax reform, trade changes, and strategies for businesses and taxpayers to stay compliant.

Article
June 12, 2025
Learn what's inside the 2025 reconciliation bill and how proposed tax reforms may reshape business credits, SALT deductions and government spending.