Recent Insights

Video
June 18, 2025
Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.

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.

Webinar Recording
June 13, 2025
Watch our webinar and learn how tax nexus affects your state filing obligations and how to avoid costly SALT compliance mistakes.

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.

Alert
June 12, 2025
The Tax Court's ruling on Soroban Capital redefines how fund managers view limited partner tax exposure under IRC Section 1402.

Webinar Recording
June 12, 2025
Watch to explore the benefits of unifying data lakes and warehouses with a data lakehouse architecture to enhance real-time analytics and automation.

Webinar Recording
June 12, 2025
Watch and explore 2025 tax policy updates, TCJA expirations, and how to leverage the R&D tax credit for compliance and business tax savings.