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Private Company Insights

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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September 23, 2025 Dave Sobochan, Adam Hill

Q2 2025 National Real Estate & Construction Market & Legislative Update

Q2 saw important shifts in the office, retail, industrial and multi-family sectors. Key developments from the OBBBA will also impact the industry’s future trajectory.

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September 18, 2025 Nick Antonopoulos

Step-by-Step Guide to Recording Your Real Estate Purchase: From Closing to the General Ledger

The purchase of real estate is an exciting step for your business, but there are some key accounting considerations to address to ensure your financial records reflect the true economics of the deal. Properly recording the closing statement in your journal entries is one of them — and it...

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September 05, 2025 Michael Boncher, Ray Polantz, Asha Shettigar, Robert Venables, James Kaptur, David Charles, Patrick Walsh

Foreign Income Tax, REITs, Real Estate and More in August Issue of AICPA Tax Adviser

Honoring our firm’s decades-long tradition, I was fortunate to serve as editor of the 2025 August Tax Clinic edition of the AICPA’s Tax Adviser. Each year we author articles that focus on high-complexity, high-impact areas of the tax code to help clarify these technical topics for the...

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August 26, 2025 Tyler Rose

6 Most Common GAAP Accounting Challenges for Renewable Energy (And How to Avoid Them)

The accounting infrastructure you have can make or break your next project. Discover the most common GAAP accounting challenges in renewable energy and how to overcome them.

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August 18, 2025 Marie Brilmyer, Tina Dzik, Sean Kilcher

Understanding Grant Audits: An Overview for For-Profit Entities

Grant audits are a critical component of financial management for for-profit entities receiving federal funding. Learn more in our Virtual Summer CPE webinar recap.

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August 15, 2025 Jeffrey McMichael

One Big Beautiful Bill Up Close: Bonus Depreciation for U.S. Manufacturing Facilities

Bonus depreciation under the One Big Beautiful Bill Act can provide meaningful benefits for U.S.-based manufacturers. Learn how to take advantage of the provision.

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August 12, 2025 Nick Longo, Karen Raghanti, Scott Zielaskiewicz, Cody Parkman

Ohio Begins Broader Tax Restructuring with New Budget Bill: What You Should Know

Ohio House Bill 96 signals a significant state tax restructuring effort is underway. The bill repeals several longstanding, impactful sales tax exemptions.

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July 21, 2025 Joe Falbo

One Big Beautiful Bill Up Close: Tax Impact for High-Net-Worth Individuals

OBBBA imposes five key provisions set to reshape tax strategies for high-net-worth individuals. Understanding the implications is extremely important.

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July 21, 2025 Jonathan Williamson, Stephen Fisher

One, Big, Beautiful Bill Up Close: Tax Impact for Private Equity and Registered Funds

Posted by Jon Williamson and Stephen FisherOn July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law, altering the tax landscape for the near and long-term. Much like the 2017 Tax Cuts and Jobs Act (TCJA), the impact of the OBBBA is dependent on each taxpayer’s...

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July 21, 2025 Dave Sobochan, Angel Rice

One Big Beautiful Bill Up Close: Tax Impact for Real Estate

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) became law and will have a significant impact on the real estate industry in particular. Key areas include the preservation of full deductibility for business state and local taxes, permanent extension of the 20% deduction for pass-through...

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July 21, 2025 Adam Fink

One Big Beautiful Bill Up Close: Tax Impact on Private Companies

The One Big Beautiful Act (OBBBA), signed into law on July 4, 2025, is one of the more comprehensive tax reform packages in recent years. It makes several temporary provisions from the Tax Cuts and Jobs Act (TCJA) permanent, introduces new deductions, and impacts how businesses and individuals...

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July 10, 2025 Robert Venables, Michael McGivney

6 Tax Provisions that Changed in the Final One Big Beautiful Bill Act

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law after it narrowly passed in the Senate (51-50) and House (218-214). While the new law may have only narrowly passed, it will have widespread impact for almost every taxpayer. From its extension of Tax Cuts...

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June 25, 2025 Robert Venables, James Kaptur

Senate Details Tax Provisions in Its Version of The One Big Beautiful Bill

The One, Big, Beautiful Bill (TOBBB) made more progress this past week as the Senate Finance Committee released its draft tax provisions to be included in the bill. While the Senate’s version is similar to the House version passed in May, key distinctions and certain provisions are still...

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June 23, 2025 Pargat Singh

5 Ways Your Nonprofit’s Rental Real Estate Income Could Be Taxable

Not-for-profit organizations, recognized under Section 501(c) of the Internal Revenue Code, are generally exempt from federal income tax. However, not-for-profits with annual gross income above $1,000 stemming from activities unrelated to their exempt purposes — known as unrelated business...

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June 19, 2025 Matt Rager, Scott Swain

Trusts & Taxes 101: Grantor Retained Annuity Trusts, Promissory Notes & Swap Powers

Using a gifting trust is one of the most advantageous ways to protect assets for your family and preserve estate and gift tax exemptions — which may significantly decrease at the end of 2025 as part of the Tax Cuts and Jobs Act expiration, absent enactment of pending legislation that would...

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June 11, 2025 Nick Longo, Scott Zielaskiewicz, Cody Parkman

Washington State Imposes Digital Sales Tax, Increases B&O and Other Tax Rates

During the recent legislative session, Washington’s state legislature passed multiple bills, which the governor signed into law on May 20, 2025. The various legislation aims to help address an estimated $16 billion dollar deficit for the state over the next four years. Specifically, Senate...

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June 04, 2025 Hannah Prengler

Maryland Creates New Sales Tech Tax, Increases Income Tax Rates

On April 7, 2025, Maryland passed the Budget Reconciliation and Financing Act of 2025 (House Bill No. 352), making several significant tax changes effective during 2025 and 2026. Specifically, HB 352 will impact many Maryland taxpayers through the creation of a new sales tax on specified...

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