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.
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.
Escalating conflict in the Middle East is once again placing pressure on global supply chains.
MEPs & PEPs can simplify retirement plan administration, but plan sponsors must evaluate governance and total cost.
CFOs face an expanding mandate to drive strategic growth across increasingly complex organizations.
All previously deferred gains invested in Qualified Opportunity Funds (QOFs) must be recognized no later than December 31, 2026.
Municipalities and counties across New Jersey are beginning the process of introducing and adopting their 2026 budgets.