Recent Insights
Webinar Recording
May 28, 2021
Find out what is the New Markets Tax Credit program & how family offices and private investment funds can take advantage of the NMTC program.
33:30
Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon
Listen to our podcast to get guidance on the Employee Retention Credit. Find out how to monetize the credit, how to qualify for ERC, and more.
37:27
Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman, Barry Weins
Listen to this podcast to learn about President Biden's American Families Plan, potential tax rate increases for higher-income taxpayers & more.
Alert
April 28, 2021
U.S. House Ways and Means Committee members introduced companion bills that generally would end capital gain treatment for income from carried interests.
Alert
April 27, 2021
Find out what is the deadline for PPP loan application, learn loan forgiveness tips and tricks & contact us for assistance with your PPP application.
42:21
Speakers: Brooks E. Nelson, Sarah McGregor, Brian Dill, Ronald Wainwright, Jr.
In this podcast, we review the American Jobs Plan, 2021 (AJP) and discuss its impact on tax rates, key global issues & more.
Article
April 5, 2021
Learn more about the new IRS Chief Taxpayer Experience Officer position created to help unify and expand efforts to better serve taxpayers.
Article
March 24, 2021
Find out more on ARPA's tax provisions for businesses & employers: COBRA Subsidy and Employer Tax Credit, dependent care assistance & more.
32:09
Speakers: Brooks E. Nelson, Sarah McGregor, Catherine Shaw, Martin Karamon
Listen to our podcast to find out more about the American Rescue Plan Act of 2021 (ARPA), its impact on taxpayers, key tax provisions & more.
22:04
Speakers: Sidney Glick, Liz Slobasky
Listen to our podcast to learn more on private equity ownership, including when it’s an ideal time to partner with a private equity firm & more.