Recent Insights
Newsletter
July 21, 2025
Learn how Trump's 2025 tax reform bill H.R.1 extends TCJA provisions, introduces deductions, and reshapes tax policy for individuals and businesses.
Webinar Recording
July 21, 2025
Watch our webinar to learn how 2025 tax reform impacts individuals and businesses in the first session of our six-part series.
Alert
July 18, 2025
Learn how the FDIC aims to ease compliance for over 1,500 community banks by raising audit and internal control thresholds based on inflation.
Article
July 18, 2025
The 2025 tax reform permanently raises LIHTC credit caps and reduces bond thresholds, reshaping affordable housing project financing.
Alert
July 14, 2025
Section 70435 of the recent tax reform bill features a tax exclusion for agricultural lenders. Learn about eligible property types and qualifying loans here.
Article
July 9, 2025
Review our in-depth look at the final House and Senate Budget Reconciliation Bill. Discover how recent changes to U.S. tax policy could affect you.
Article
June 19, 2025
Learn how the Senate tax plan extends key TCJA provisions, expands business credits and reshapes energy incentives under the new reconciliation bill.
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.