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.
Our recommendation is to hold steady and do not make any hasty decisions until there is more certainty.
Read on for summaries of the recently adopted rules, standards of conduct and fiduciary duties organized for you by market-participant type.
Staying at the forefront of technological advances is required to keep our organizations safe.
Recipients of Coronavirus SLFRF support can now use funds to offer services like childcare and early education to address learning loss.
As previously reported in November 2022, FinCEN issued final rules related to disclosure requirements for certain U.S. entities.
Plan sponsors should review the cost-of-living adjustments (COLAs) to determine what changes need to be communicated to employees.
The largest change we see in the guidance is that the amount of leave an employee is likely to use in the future must now be considered.
Learn more about some of the key changes set to take place after the Tax Cuts and Jobs Act of 2017 expires at the end of 2025.
In this issue of Successful Transitions, learn how to determine the value of your business and maintain that value while selling and more…
Performing a desk review can provide greater assurance that the grantee’s program is operating successfully.
Whether you are looking to improve profitability or prepare your business for a sale, a Business Enterprise Diagnostic is a simple, inexpensive tool that can be used to gain an independent opinion and roadmap to optimize the value of your business.
This article explores the dynamics of family business transition planning with a focus on empowering the next generation while also addressing the considerations related to non-family member employees.