Middle-Market Public Policy Roundup
The IRS proposed a change to last year's tax reform legislation that would limit deductions businesses can make on interest expenses.
Family Firm Fit: Evaluating Cultural Synergy
When considering a sale, it’s important for family businesses to remember that due diligence is a two-way street when it comes to culture fit.
CalPERS Strives for Sustainability with New Direct Platform
The California Public Employees’ Retirement System announced plans to invest in operating companies through its new CalPERS Direct platform.
Co-CEOs: Are Two Heads Better Than One?
While still rare, a dual leader model can benefit organizations that are looking for ways to maximize capacity at the top.
Actively Managing the Pre-Acquisition Process
By combining strategic and financial analysis with soft skills, GPs can build trust with owners through the due diligence period to get to closing.
Building a Successful Health Care Portfolio
Today's health care environment requires private equity firms and their partners to understand the industry's intricacies and how to leverage technology.
Family Offices Embrace Direct Investing
Claudine Cohen, a principal in CohnReznick's Transactional Advisory Services practice, offers insight for families considering a direct investing strategy.
Dismissal in Yorkville Advisors Insider Trading Case
Federal court dismisses SEC charges against private fund investment adviser Yorkville Advisors, LLC and firm executives for alleged insider trading tactics.
FATCA Compliance Campaign Announced
The IRS released five new compliance campaigns, which are areas the agency intends to focus on in future audits.
Opportunity Zones Proposed Guidance Released
The opportunity zones program provides significant tax benefits to investors redeploying capital gains to newly created qualified opportunity zones.