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 MoreJoin us for a look back on Q4 activity across major sectors of the national real estate and construction industry: multifamily, office, retail and industrial property. We’ll also provide updates on impactful legislation, REITs and private funds, and the Qualified Opportunity Zone Program. Gain clear insight into the trends shaping real estate and construction in 2026.
Read MoreAsha Shettigar spoke on two panels at the IMN Winter Real Estate Private Funds Conference.
Read MoreBrett Eichenberger spoke on the MFDF webinar “Ask Anything - ETF Edition.”
Read MoreRobert Velotta moderated the panel, “Liquid Alts, Absolute Return or Conventional Hedge Fund Investing — Which Are Right for Your Portfolio in 2025?” at ALTSMIA.
Read MoreTake a look back on Q3 activity in the multifamily, office, retail and industrial property sectors across the national real estate and construction industry, and a look ahead to what’s next in 2026. We also discussed critical year-end planning for construction companies, developers, real estate funds and REITs.
Read MoreCynthia Pedersen spoke on the panel “Regulatory Clarity: What’s Next for U.S. and Global Crypto Regulations” at the Boston Institutional Digital Assets Forum.
Read 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 MoreA mid-market manufacturing company had experienced significant growth, organically and through numerous acquisitions. As a result, company leadership recognized the need for a strategic initiative that would help them drive valuable improvements in the entire employment lifecycle, from recruiting...
Read MoreA leading manufacturing and distribution company with over $400 million in annual revenue had experienced strong business performance over the years due to seasoned leadership, corporate planning and management processes, and a great culture and team. The company set clear goals and priorities to...
Read MoreA large and growing manufacturing company with a global footprint had experienced consistent organic growth coupled with numerous acquisitions. The company’s processes and systems used to create and manage master data had become inconsistent and disparate, leading to a growing challenge in managing...
Read MoreKey Challenges The company’s organizational design was overly complex in terms of end-to-end process, leading to poor cross-functional visibility. Roles were duplicative and redundant, resulting in inefficient processes and a lack of accountability and governance. Functional groups were...
Read MoreA global manufacturing company was struggling to manage complex cross-functional processes throughout the organization. In particular, their ECR/ECN (Engineering Change Request/Notification) process was a source of significant inefficiency and manual effort. As the ECR/ECN process had a significant...
Read MoreKey Challenges Unable to take on more work, the company was losing revenue, yet actual amounts and capacity levels were not well documented or understood. This also made it difficult to accurately measure utilization. Planning and scheduling was performed manually, hindering...
Read More