The One Big Beautiful Bill Act (OBBBA) will have widespread impact for almost every taxpayer. Visit our OBBBA Resource Center regularly for continuing updates and guidance on the tax impact of this legislation to you and your industry.
Learn MoreWe offered insights and ideas for businesses related to tax credits and incentives, deductions, accounting methods, real estate, state and local taxation, tax considerations when selling a business and more.
Read MoreLori Novak spoke on the panel “Valuation and Other Daily Challenges for Closed-End Fund Operations” at the ICI Retail Alternatives and Closed-End Funds Conference.
Read MoreMike Dellavalle spoke on the “Crypto ETFs: Navigating the Next Phase of Digital Asset Access” panel at ETP Forum.
Read MoreWe offered insights and ideas for high-net-worth individuals, including planning for income tax, itemized deductions, investments, charitable endeavors, estate and gift tax, retirement and more.
Read MoreJay Laurila spoke on the webinar “ETF Share Class: Asset Manager Considerations.”
Read MoreJay Laurila moderated the panel “Infrastructure, Critical Materials and Clean Energy Investments — What will the Path to Growth Look Like?” at ALTSTX.
Read MoreThe wait is over … The SEC’s long-anticipated approval of ETF share classes marks a defining moment for the U.S. fund industry. As the industry moves from planning to implementation, we hosted a timely discussion with practical insights for navigating the opportunities and challenges in this new era.
Read MoreMike Dellavalle spoke on the panel “The Tokenization Frontier: Real World Assets, Compliance, and Market Traction” at the WSBA Crypto and Blockchain Summit 2025.
Read MoreJay Laurila and James Kaiser participated in panels at the ICI Tax and Accounting Conference.
Read MoreModerated by Jay Laurila, this panel examined how investors are approaching real assets to generate income, hedge against volatility and align with long-duration themes — such as urbanization, energy transition and digital infrastructure.
Read MoreModerated by Asha Shettigar, this panel examined the latest tax bill updates and strategies for navigating the new administration’s policies.
Read MoreBrett Eichenberger and Jay Laurila spoke at two sessions during this year’s ICI ETF Conference.
Read MoreJohn Braun shared best practices for balancing duties, skillsets and emerging issues governed by audit committees.
Read MoreJoin us for a Q2 2025 report on the national real estate and construction industry landscape.
Read MoreHear from private equity firms and portfolio companies on how to prepare for, work with and thrive in a private equity owned environment.
Read MoreWe discuss the keys to being AI ready and getting the most out of this evolving technology.
Read MoreFor-profit entities that receive funding from federal agencies may need a grant audit. Learn more about this unique type of audit, including how to know if you need one, what to expect and how to prepare. We also discuss internal controls over applicable compliance requirements and general best practices.
Read MoreDig into state tax considerations stemming from The One Big Beautiful Bill Act; recent income and sales tax changes for Maryland, Michigan, Ohio and Washington; and several new tax amnesty programs on the horizon.
Read MoreIf you missed our “One Big Beautiful Bill Act: A Closer Look at Industry Impact” webinar, watch the recording to gain perspective how the OBBBA will impact high-net-worth individuals, private companies, and the private equity, investment and real estate industries.
Read MoreOur not-for-profit accounting update explored the impact of federal funding declines on audits and financial statements, Single Audits under the new 2024 Uniform Guidance, the applicability of ASC 326, and the latest accounting pronouncements and important tax-related issues.
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