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.
Early-stage decisions — structuring the firm, selecting vendors and designing governance frameworks — have lasting impacts.
We’re sharing what we believe will be four key management strategies as institutions are faced with the challenges ahead.
There seems to be a call to action for foundations to ensure compliance with state and federal laws.
This is the latest in a recent string of legal and court mandates concerning the administration’s attempts to rein in government spending.
A large, publicly traded financial services company was in negotiations with a mortgage lender to provide marketing services to its cardmembers on behalf of the lender.
This edition offers new guidance on: Catch-up Contributions, Auto Enrollment, Affordable Care Act Reporting Changes and more. Read on.
A private operating foundation utilizes its resources to actively conduct its own mission-related exempt activities.
Recently enacted policies by President Trump may impact public sector entities and nonprofit organizations.
529 Plans were created over 25 years ago and their purpose and benefits have stood the test of time, continuing to help families ease the burden of paying for rising educational costs.
It is important to remember that there is no one-size-fits-all model in estate planning. Learn more about key strategies to consider.
Read on for the top takeaways from our succession planning academy and key questions to consider when preparing to transition your business.
We’ve found that asking the right questions can help kickstart succession planning for private business owners.