Knowledge Center

The CFIUS final rules became effective earlier this year. This article outlines these new regulations and their implications for U.S.-based investment funds and private equity funds.

The U.S. Supreme Court may soon once again decide on the constitutionality of the Affordable Care Act, giving rise to the possibility of refunds of certain taxes paid. This article will examine the process of filing a protective refund claim.

The world of M&A has certainly felt the impact of the business downturn, and many dealmakers suddenly hit the pause button when COVID-19 occurred in late Q1 2020. This post touches on discussion from “Mergers & Acquisitions in the Time of COVID-19,” …

Private equity and venture capital firms have faced a series of valuation challenges during the COVID-19 pandemic. This article focuses on content discussed during the recent podcast “Private Equity Valuation Considerations in the COVID-19 Environmen…

This article discusses how, for the most part, the final regulations adopt the proposed regulations issued by Treasury in March of 2019 – but there are several notable developments of which you’ll want to be aware.

This article discusses the tax implications of foreclosure and debt restructuring and potential exclusions taxpayers may be able to utilize resulting from COVID-19.

This webinar covered both compliance and proactive steps companies can take to mitigate the impact of sales and use tax matters, as well as pursue refunds if eligible.

A conversation with Yaron Brook, Ph.D. of BHZ Capital Management regarding investment opportunities in the U.S. regional/community banking sector.