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.
Fiscally responsible not-for-profit organizations share common financial practices that support stability and performance.
The regulatory & statutory accounting environment changes as the NAIC updates accounting guidance & reporting instructions.
The New York State Department of Health recently issued sweeping changes to wage parity compliance.
New internal-use software guidance provides an opportunity to simplify how software development costs are evaluated and capitalized.
The IRS Business Tax Account is now available to tax-exempt organizations for managing tax information and payments online.
Effective oversight requires asking the right questions, understanding key indicators and recognizing potential risks.
The COO role in financial services is now central to enterprise performance, technology and operational resilience.
Proper interpretation of and adherence to revenue recognition standards are key.
Recent developments tied to COVID-19 disaster relief may extend the statute of limitations for certain refund claims to July 10, 2026.
Successful fundraising techniques include donor retention, not simply one-time acquisition and measurable impact reporting to donors.
The 5% payout rule requires private foundations to distribute a portion of their assets annually.
The proposed HIPAA Security Rule reflects increased scrutiny of patient data protection and a more active enforcement environment.