Insights

Recent Insights

Podcast

February 3, 2021

21:25

Speakers: Ronald Wainwright, Jr.

Listen to our podcast “Part 5: Optimizing Alternative Capital Sources” as we discuss capital formation, analyze the traditional OZ capital stack, and more.

Podcast

February 3, 2021

15:04

Speakers: Michael Elliot

Listen to our podcast "Part 4: Meeting the Tests for a Qualified Opportunity Zone Business ("QOZB")" to learn the 5 basic tests required to qualify as a QOZB.

Case Study

February 3, 2021

Get our case study about the New Markets Tax Credit (NMTC) Allocation for Industrial Manufacturing and learn more about how we helped Sweet Street Desserts.

Article

January 29, 2021

Learn more about IRC Section 1061 Final Carried Interest Regulations and consult our tax professionals to determine how this may affect you.

Podcast

January 29, 2021

11:51

Listen to our "2021 Outlook: Private Equity" podcast as we provide a recap of private equity sector 2020 trends & an outlook on 2021 deal markets.

Article

January 28, 2021

Learn more about the Compliance Supplement Addendum, released on December 22, 2020 to provide additional guidance for COVID-19 programs being audited.

Podcast

January 28, 2021

12:18

Speakers: Martin Karamon, Sarah McGregor

Listen to our podcast for a thorough explanation of the Employee Retention Credit (ERC), including who qualifies and how to claim the credit.

Article

January 28, 2021

Read this article to learn final guidance for new requirements to report unrelated business taxable income (UBTI) by separate trade or business activity.

Podcast

January 27, 2021

23:42

Speakers: Ronald Wainwright, Jr., Sarah McGregor

Listen to our podcast where we discuss President Biden’s initial tax plans for his first 100 days in office and a look back at proposals from his campaign.

Article

January 26, 2021

Read this article as we share insights regarding current trends and 2021 predictions for venture capital, private equity, and mergers & acquisitions deals.