Insights for Growth
Strategic perspectives on finance, operations, and growth challenges. Real solutions for real problems across industries and business stages.
Advisory
Leveraging Your Audit: A Briefing for Fund Accountants Navigating the Audit Process
Aug 21, 2026
The annual financial statement audit is a major event for finance teams of private fund managers. The audit is a comprehensive test of a fund's financial reporting and operational infrastructure...
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Advisory
What Collateral Examinations Reveal About Asset-Based Lending Facilities
Jul 22, 2026
We have noticed through our work with private credit firms that, as lenders, they continue to focus on borrowers’ processes to generate reliable information...
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Tax
IRS Announces Automatic Tax Penalty Relief Beginning This Summer
Jul 9, 2026
Starting this summer, taxpayers who have a history of compliance will not need to opt in to an IRS program to get penalty relief if they fail to file or pay their taxes, the agency announced Wednesday.
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Advisory
Summary of Newly Released April 2026 Proposed Form PF Amendments
May 11, 2026
In April 2026, the Securities and Exchange Commission (“SEC”) and Commodity Futures Trading Commission (“CFTC”) jointly proposed significant amendments…
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Tax
2025 Year-End Individual Tax Planning Guide
Nov 10, 2025
With 2025 soon coming to a close, there is still time to take advantage of tax-saving ideas to lower your 2024 tax bill before December 31. This guide offers potential tax-saving…
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Tax
Trump Tax Bill Passed by the Senate: What’s In It?
Jul 2, 2025
President Donald Trump’s multi-trillion dollar tax and spending bill is one step closer to becoming law after it passed the Senate vote Tuesday, July 1, 2025…
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