Insights Center: 2025 Tax & Legislative Changes
Individuals, businesses and not-for-profit organizations are all affected by the new tax law – and we are ready to help. Start by staying informed; you’ll find our analyses of the new law’s many provisions here.
LEARN MOREWhat the New Estate Tax Law Means for You
The sweeping OBBBA brings a pivotal update to the federal lifetime gift, estate and generation-skipping transfer tax (GSTT) exemption.
Regulatory and Enforcement Pressure Rises in Mexico and Latin America — Is Your Business Ready?
New U.S. policies in Latin America expand compliance demands and due diligence expectations.
Tariff Impacts on Working Capital: Avoiding Pitfalls in M&A True-Up Calculations
The recent tariff impositions make the trailing (i.e., historical) working capital a less reliable benchmark.
Webinar Replay: Unpacking the 2025 Tax Law: What it Means for You, Your Business and Your Mission
The newly enacted tax law introduces sweeping changes that will impact individuals, businesses and not-for-profit organizations. Watch our specialists provide […]
Tax Treatment of Non-Business Bad Debts: What Individual Taxpayers Need to Know
To claim a non-business bad debt deduction, taxpayers must prove the loan was legitimate and entirely uncollectible
A CFO’s Lifeline: Mastering the 13-Week Cash Flow Forecast
A 13-week cash flow forecast helps financial leaders improve liquidity, strengthen decision-making and align working capital strategy.
Research and Experimental Implications of the OBBBA for Architects and Engineers
A&E firms regularly engaging in design innovation, materials testing and modeling now face important updates to their tax planning approach.
Trusts Can be Shareholders of S Corporations … Sometimes
Some trusts can hold S corporation shares if they meet IRS rules — review eligibility to help avoid double taxation.
New Tax Law Changes Impacting High-Net-Worth Individuals and Family Offices
To help you cut through the complexity, our Private Client Services team highlights the key provisions.
Underwriting: An Auditor’s Perspective on Affordable Housing Finance
While creative approaches are important, success often hinges on understanding the fine print tied to each funding source.
Staying Ahead: The Growing Need for Organizational Reviews
Organizational reviews help assess alignment between strategy, structure and technology in today’s changing environment.
How Private Clubs and Their Employees Will Be Impacted by the One Big Beautiful Bill Act
It’s provisions on the taxability of tips and overtime wages will have the greatest impact on private clubs and their employees.