Recent Insights
Report
October 7, 2026
Explore the five forces shaping the insurance landscape, including carriers, brokers and the capital behind them, in our mid-year insurance industry report.
Article
October 7, 2026
Understand how companies coming out of losses can claim R&D tax credits for prior years without amending returns as they approach profitability.
13:07
Speakers: Daniel Wheadon, Vivian Kohrs
Learn how Section 174 changes, Form 6765 updates and documentation requirements are shaping R&D tax credit compliance for technology companies.
Alert
September 25, 2026
Updated: October 1, 2026
ASU 2026-03 amends fair value discount rules for investment companies holding equity securities with contractual sale restrictions. Explore the details.
Webinar Recording
October 1, 2026
Learn NMTC compliance and asset management best practices, including CDE reporting, portfolio oversight, allocation requirements and recapture risk.
31:10
Speakers: Adam Hunter, Carolyn Smith Driscoll
Learn how life sciences R&D tax credits apply to digital health, AI and SaMD, plus key pitfalls, qualifying costs, documentation and tax changes.
Alert
September 24, 2026
The Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 (H.R. 5334) imposes sanctions, tariffs and prohibitions related to Russia. Get the details.
Alert
September 23, 2026
CAPE Phase III launches on October 6, 2026, allowing certain finally liquidated entries to be submitted electronically for IEEPA tariff refunds.
14:47
Speakers: Vivian Kohrs, Daniel Wheadon
Learn how technology R&D tax credits work, what activities qualify, which costs are eligible, and how technology companies can maximize tax benefits.
Article
February 17, 2026
Updated: September 17, 2026
Delve into how the 2026 midterm elections may impact the Senate and the future of U.S. tax policy, and get the latest updates as developments occur.