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Explore our latest thinking on the matters that today’s most strategic financial executives and industry-leading organizations face.

Tax Notes: Common Corporate Tax Issues in Up-C Structures

As Up-C structures remain a popular path to the public markets, understanding their tax implications is critical. This article highlights key corporate tax issues and structuring considerations companies and advisors should evaluate

Jan 26, 2026

Strategic Tax Planning in 2026: IPOs, Mergers and Acquisitions, Financing and Disposition Planning

As companies enter 2026, new tax legislation and shifting market conditions are reshaping strategic planning. This article explores key tax structuring considerations across financing, IPO readiness, M&A, and QSBS, highlighting opportunities to unlock value and manage risk at every stage of growth.

Jan 26, 2026

Fifth Circuit Ruling Opens Door to Self-Employment Tax Savings for Limited Partners

A recent Fifth Circuit ruling is reshaping how limited partners are treated for self-employment tax purposes. By rejecting the “passive investor” test and emphasizing limited liability, the decision may allow certain limited partners to exclude income from self-employment tax, creating new opportunities and considerations for tax planning.

Jan 16, 2026

The Importance of Fairness Opinions in Private Equity

As continuation funds become a more common exit strategy in private equity, pricing and governance have come under increased scrutiny due to inherent conflicts of interest. Fairness and valuation opinions play a critical role in providing independent oversight, protecting investors, and reinforcing trust even in the absence of regulatory mandates.

Dec 18, 2025

Insights From The AICPA Conference

Finance leaders are navigating an evolving accounting and regulatory landscape shaped by shifting SEC priorities, emerging technologies, and increasing reporting complexity. Following our team’s attendance at the AICPA Conference on Current SEC and PCAOB Developments, a clear message emerged: a renewed focus on practical regulation, capital formation, and the growing role of AI is reshaping financial reporting, with organizations expected to balance innovation with strong governance and transparency.

Dec 17, 2025

The One Big Beautiful Bill Act: Key Tax Law Changes and Business Implications

The One Big Beautiful Bill Act (OBBB) introduces sweeping tax changes with retroactive and future provisions that impact compliance, financial reporting, and global strategies. Businesses should act now to optimize opportunities and mitigate risks under this landmark reform.

Dec 3, 2025

Insights From Markets Group Private Equity Boston Forum

The Markets Group Private Equity Boston Forum showcased how evolving tax policies, AI-driven innovation, and a renewed focus on operational value creation are reshaping private equity strategies for long-term success. Industry leaders emphasized that proactive planning and cross-functional collaboration will be critical as firms navigate a rapidly changing market landscape.

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