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Insights

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.

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Podcast

November 2, 2021

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.

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Podcast

June 17, 2021

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.

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.