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Private Company Insights

December 02, 2025 Ray Polantz, Robert Venables

2025 Year-End Tax Planning Guide for Private Companies

With year-end approaching, it's time for businesses to proactively plan for and execute on tax opportunities to help ease their 2025 tax burden. New this year is the One Big Beautiful Bill Act (OBBBA), which contains numerous tax law extensions as well as new provisions that may be impactful....

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November 17, 2025 Joe Falbo, Tom Kotick

2025 Year-End Tax Planning Guide for Individuals

Minimizing taxes is an ongoing challenge for individual taxpayers, and, as year-end approaches, that goal becomes even more critical. There are numerous options within the tax code to help reduce your individual tax burden. To accomplish this, you must evaluate your overall tax situation and...

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November 14, 2025 Michael McGivney

Certain Partnership Transactions May Benefit from a “Hidden Bonus” in Bonus Depreciation

Explore the eligibility of Sec. 743(b) for bonus depreciation, the regulatory framework permitting its limited usage and practical considerations.

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November 12, 2025 Jonathan Williamson

3 Actions U.S. Clean Energy Developers Must Take in an Uncertain Environment

Learn about FEOC requirements, Beginning of Construction (BOC) thresholds, and tax considerations for alternative financing and investing structures.

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October 31, 2025 Michael Boncher

Trusts & Taxes 101: Charitable Remainder Trusts vs. Charitable Lead Trusts

Charitable remainder trusts and charitable lead trusts are two options that can help you achieve your goals while still allowing you to take the related income tax deduction.

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October 22, 2025 Valerie Steppel

4 Ways Your Tech & Life Science Company Can Benefit from a Financial Audit Before It’s Required

Why would a tech start-up conduct a financial statement audit before it’s even required? There are many long-term benefits to consider.

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October 15, 2025 Mike Dellavalle

Digital Asset Tokenization: What Advisers Need to Know Before Investing

Tokenized assets are here to stay. Learn what investment advisers and capital allocators need to know when deciding if investing in tokenized assets is the right fit.

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October 07, 2025 Cynthia Pedersen

GENIUS Act Offers Stablecoin Guidance; Comment Period Now Open

Learn more about key provisions in the GENIUS Act and on which particular items the Treasury is seeking comments.

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October 02, 2025 Jim Lisy

Is the M&A Market Ready to Wake Up?

Many are disappointed in the “sleepy” volume of market transactions in 2025, despite early optimism. Will transactions heat up in Q4 and beyond?

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September 24, 2025 Camille Clemons

Renewable Energy Trends & Challenges

This sector is experiencing a rapid evolution in complexity and opportunities, with certain key trends topping the list for industry participants.

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