DO NOT PUBLISH

elliott davis insights

insights

Showing
10
of
999
Search Filters
clear filters
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Is private capital right for your real estate strategy?Is private capital right for your real estate strategy?

Is private capital right for your real estate strategy?

Discover whether private capital is the right fit for your real estate strategy. Learn how middle-market firms can leverage high-net-worth investors and family offices to gain agility, control, and faster access to funding.

October 29, 2025
Real Estate
Article
Strategy & Growth
Client Accounting Advisory Services
2026 Tax Alert: The impact of California’s sourcing rules on asset managers2026 Tax Alert: The impact of California’s sourcing rules on asset managers

2026 Tax Alert: The impact of California’s sourcing rules on asset managers

Discover how California’s finalized market-based sourcing rules will reshape asset management taxation in 2026. Learn what CFOs and fund managers must do now to prepare for investor-based fee sourcing and expanded compliance obligations.

October 27, 2025
Private Equity
Article
State & Local Tax
Understanding Mental Rest and Why It Matters (Part 1)Understanding Mental Rest and Why It Matters (Part 1)

Understanding Mental Rest and Why It Matters (Part 1)

You can't perform your best if your mind isn't getting the rest it needs. Dr. Drew Brannon and Dr. Gabriela Caviedes kick off a two-part series on mental rest, exploring how the demands we face each day shape our energy, focus, and well-being.

Podcast
October 22, 2025
No items found.
Podcast
Human Capital
After the deal: A seller’s guide to post-transaction economicsAfter the deal: A seller’s guide to post-transaction economics

After the deal: A seller’s guide to post-transaction economics

Explore key financial and strategic considerations for business sellers after closing a deal. This guide covers contingent payments, equity rolls, seller notes, leverage, escrow provisions, and employment agreements, offering practical tips to protect your financial outcomes and navigate post-transaction responsibilities with confidence.

October 16, 2025
Private Equity
Article
Transaction Advisory
Meet Dr. Gabriela Caviedes - A New Voice on The Growth ProjectMeet Dr. Gabriela Caviedes - A New Voice on The Growth Project

Meet Dr. Gabriela Caviedes - A New Voice on The Growth Project

We're excited to welcome the newest member of the AMPLOS team and co-host of The Growth Project, Dr. Gabriela "Gabby" Caviedes.

Podcast
October 15, 2025
No items found.
Podcast
Human Capital
How a tech company recovered $1.2 million in state tax refundsHow a tech company recovered $1.2 million in state tax refunds

How a tech company recovered $1.2 million in state tax refunds

Discover how a California-based tech company recovered $1.2 million in state refunds by correcting income apportionment errors. Learn how expert SALT guidance uncovered overlooked savings and helped the business understand their state tax position.

Case Study
October 15, 2025
Technology
Services
Case Study
State & Local Tax
New, enhanced QSBS tax benefits: What small business owners and investors need to knowNew, enhanced QSBS tax benefits: What small business owners and investors need to know

New, enhanced QSBS tax benefits: What small business owners and investors need to know

Stay informed on how the recent changes to Qualified Small Business Stock (QSBS) under IRC 1202 affect tax strategy, exit planning, and investment structure for founders, investors, and growing companies. Learn how the One Big Beautiful Bill Act expands gain exclusions and raises asset thresholds.

Article
October 14, 2025
Technology
Manufacturing & Distribution
Services
Article
Federal Tax
High Net Worth
IRS finalizes Roth catch-up rule for high earners over 50IRS finalizes Roth catch-up rule for high earners over 50

IRS finalizes Roth catch-up rule for high earners over 50

The IRS has finalized Roth catch-up contribution rules for high earners over 50, effective January 1, 2026. Learn what employers and employees need to know about compliance, payroll updates, and super catch-up limits under the SECURE 2.0 Act.

Article
October 13, 2025
No items found.
Article
High Net Worth
Tax Thursday in Three: October 9, 2025Tax Thursday in Three: October 9, 2025

Tax Thursday in Three: October 9, 2025

Elliott Davis provides quick updates on 2025 tax news in October

Video
October 9, 2025
Construction
Manufacturing & Distribution
Real Estate
Private Equity
Healthcare
Video
Federal Tax
High Net Worth
Delivering value across every deal stage of the private equity lifecycleDelivering value across every deal stage of the private equity lifecycle

Delivering value across every deal stage of the private equity lifecycle

Discover how Elliott Davis helped a nationwide PE firm optimize deal execution, post-close integration, and sell-side readiness across healthcare and academic services.

Case Study
October 9, 2025
Private Equity
Healthcare
Case Study
Transaction Advisory
Are Dynasties Over in the New Era of College Football?Are Dynasties Over in the New Era of College Football?

Are Dynasties Over in the New Era of College Football?

Six weeks into the college football season, Drs. Drew Brannon and Cory Shaffer break down the shifting landscape of the game.

Podcast
October 8, 2025
No items found.
Podcast
Human Capital
Is your year-end close timeline investor-ready?Is your year-end close timeline investor-ready?

Is your year-end close timeline investor-ready?

Discover how real estate CFOs can prepare for a successful year-end close with strategies for tax planning, audit readiness, and investor reporting. Learn best practices and timelines tailored to the complexities of multi-entity real estate operations.

October 8, 2025
Real Estate
Article
Strategy & Growth
Transaction Advisory
Client Accounting Advisory Services
Federal Tax
Internal Audit Services and Quality Assurance Reviews