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.
Risks of incorrectly classifying net assets can materially affect your organization’s financial flexibility and operating health.
A scenario tax professionals see every fall: a taxpayer suddenly realizes that they have missed an estimated payment or simply have not paid enough.
Every board should treat reserves for its co-op, condo or HOA the same: as a core part of its annual financial planning.
The U.S. Department of the Treasury and Internal Revenue Service released their 2026-2027 Priority Guidance Plan (the “plan”) on September 29, 2026.
While a private foundation’s finance department is responsible for managing its day-to-day financial activities, the board also plays a key role in providing financial oversight and staying informed about the foundation’s financial position.
Effective oversight of automatic enrollment & escalation requires ongoing coordination among plan sponsor & its service providers.
Tax-exempt clubs must separately track member versus non-member income to derive the required UBTI calculation.
Adoption of the annual budget may be the target in budget development, it is only the beginning for finance and department managers.
Because it’s rare to find this diversity of expertise in one person, many mid-market businesses don’t have a dedicated CAO role.
For CFOs, controllers and COOs at private fund managers, audit readiness is not simply a year-end exercise.
One of the largest determinants of long-term wealth creation often receives comparatively little attention: income taxes.
While the refund opportunity may be substantial, the accounting and financial reporting implications are complex and largely unprecedented.