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.
What many boards and managing agents may not realize is that portions of these charges can be treated differently for tax purposes.
The real challenge for today’s lenders is to build those safeguards into their process before the next default makes headlines.
The upcoming changes to itemized deductions under OBBBA make year-end a critical time for strategic planning.
With many OBBBA updates taking effect in the 2026 tax year, now is the time to assess how they may impact your business.
Club leaders should understand what covenants mean before signing any agreement to ensure they align with long-term goals.
As the IRS resumes full operations, taxpayers and practitioners alike are bracing for a complicated recovery period.
Audit committees must evolve, anticipating new risks and emerging challenges to remain effective stewards of transparency and trust.
As tax-payment methods continue to evolve, leveraging tools like Direct Pay can help organizations stay efficient.
Plan sponsors should review the cost-of-living adjustments (COLAs) to determine what, if any, changes must be communicated to employees.
Making the OZ program permanent positions it to become a lasting part of America’s investment landscape.
The move to electronic filing and e-signatures introduces both efficiencies and new compliance considerations.
Proper planning and preparation can make the audit process much more effective and efficient for everyone involved.