Insights
Welcome to our Insights page, where we delve into the latest market trends, innovations, and thought leadership shaping our industry. Our commitment is to provide you with valuable perspectives that not only reflect current market dynamics but also anticipate future shifts. Whether you’re a seasoned professional or new to the field, our Insights page is a resource for expanding your understanding and staying ahead in an ever-evolving landscape.
Using Tax Insurance to Facilitate Renewable Energy Project Finance Transactions
Posted on 02/04/2025
The US federal government has long supported alternative energy through financial incentives like grants and tax credits. The Inflation Reduction Act of 2022 (IRA) is a game-ch...
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Data Privacy Risk Management: Emerging Data Collection and Generative Artificial Intelligence Risks
Posted on 01/28/2025
In today’s rapidly evolving technological landscape, the complexities of artificial intelligence and data privacy are becoming increasingly challenging to navigate. As AI...
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US issues Transfer Pricing “Safe Harbor” guidance based on OECD’s “Amount B,” Taxpayers can benefit from the strategic use of tax insurance
Posted on 01/13/2025
The scope of tax liability insurance continues to broaden beyond its use in M&A deals and general tax planning scenarios. Global companies increasingly use tax insurance as...
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Vanbridge Advances Strategic Expansion of Life & Executive Benefits Platform with Acquisition of TDC Life.
Posted on 10/01/2024
We are thrilled to announce that TDC Life, an esteemed Ohio-based life insurance and estate planning firm, has become part of Vanbridge Life & Executive Benefits. This acqu...
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Mitchell K. Smith, President of Life & Executive Benefits, has been named one of the top Financial Security Professionals in New York-NYC on Forbes’ fourth annual Best-in-State list!
Posted on 08/01/2024
With a proven track record of preserving clients’ wealth over the long term, Mitch exemplifies excellence in the insurance industry and has truly earned this recognition. Forbe...
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