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    Private Equity

    Private Equity 360 | Minority Investment Funds

    September 9, 2022

      In this episode of Private Equity 360, FD’s National Practice Leader, Bob Woosley, joins Jamie Elias Partner with Trivest Partners (www.trivest.com) and Scott Dols, CEO and Founder of Big Truck Rental to discuss the advantages of a non-control private... Read More

    Private Equity 360 | The ESG Challenge and Opportunity for Private Equity Firms

    June 28, 2022

      In this episode of Private Equity 360, FD’s National Practice Leader Bob Woosley joins Paul Yett, Director of ESG and Sustainability at Hamilton Lane (NASDAQ: HLNE) and Scott Kennedy, President of Novata (www.novata.com) ,a public benefit corporation formed as a partnership... Read More

    Lease Accounting Update with Mike Cheng

    May 24, 2022

    Join Mike Cheng and host Chris Green for a plain English overview of Topic 842 with a focus on transition guidance on May 24th. Read More

    bank account reporting

    Big Increase in Federal Tax Revenues Drives Record Budget Surplus

    May 13, 2022

    The Treasury Department reported a surprise federal budget surplus of $308 billion for April 2022. Learn more about it and it's implications. Read More

    trust taxation

    SALT ALERT: GA Governor Signs Bill Making Consolidated Returns Easier to Elect

    May 6, 2022

    Georgia Governor Kemp signed HB 1058 making it easier for affiliated corporations to file Georgia consolidated income tax returns. Read More

    PCI Security Standards

    PCI Data Security Standard – 4.0 is NOW LIVE

    April 1, 2022

    After 6,000+ items of feedback received by over 200+ companies, the PCI Security Standards Council has published its long-awaited update to the Data Security Standard. Read More

    Client satisfaction

    Navigating Healthy Conflict In The Workplace

    March 17, 2022

    Watch as Chris Green and Pam Bauer equip you with the secrets and strategies that will change how you approach conflict. Read More

    New Relief For Partnerships And S Corps Reporting International Tax Items On Forms K-2 And K-3

    March 14, 2022

    The IRS now is providing a K-2 and K-3 filing exception for the tax year 2021. Read more to see the qualifications. Read More

    IRS Targets Partnership Losses In New Compliance Campaign

    March 14, 2022

    The IRS has announced a new campaign to crack down on partners who deduct losses that may exceed the basis in their partnership interest. The Partnership Losses in Excess of Partner’s Basis Campaign is part of a larger effort by... Read More

    private equity

    State Tax Pitfalls and Traps of Private Equity Investment in the Middle Market

    March 7, 2022

    Private equity (“PE”) groups invest in middle-market companies creating numerous benefits to companies and investors alike; however, it also creates the potential for the state tax posture of the operating company or target company to unknowingly and drastically change. When... Read More

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