Recent Insights

Webinar Recording
November 14, 2022
Watch our 2022 Year-End Tax Planning Strategies for Businesses webinar to learn tax-saving steps business owners & management can take before the year ends.

Webinar Recording
October 28, 2022
This analysis covers economic data, trends, and an outlook on the near-term performance of commercial real estate sectors: multifamily, industrial, office, and retail.

Webinar Recording
October 26, 2022
This 2022 economic outlook provides an in-depth analysis of the major factors shaping economic outcomes and details sources of future economic risk.

29:38
Speakers: Brooks E. Nelson, Sarah McGregor
Listen to our podcast to learn the pandemic’s impact on the IRS & what happens behind the scenes for tax returns & IRS’ technology changes.

Alert
October 11, 2021
Find out more on proposed tax changes to be incorporated in the Build Back Better Act and an impact they could have on the private investment funds & sponsors.

Article
July 13, 2021
Find out more about proposed changes to gift and estate laws and how it could result in more tax on high-net-worth individuals and families.

Article
June 29, 2021
Learn more about Revenue Procedures (Rev. Proc. 2021-28 and Rev. Proc. 2021-29) for Real Estate Partnerships & contact us for more guidance.

41:35
Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman, Barry Weins
Listen to our podcast as we review Treasury’s Green Book and learn about proposed tax rate increases for corporations, individuals & capital gains.

Alert
February 17, 2021
Learn more about SBA Paycheck Protection Program (PPP) Loan Audit Process and PPP Loan Necessity Questionnaire for for-profit and nonprofit entities.

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.