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.
“Self-dealing” is any direct or indirect transaction between a private foundation and a disqualified person.
The IRS announced on August 15 the reopening of its Voluntary Disclosure Program for taxpayers who now believe they have received the ERC erroneously.
Electric buses can be expensive; there are numerous funding incentives and credits available to make the transition more cost effective.
The IRS announced on Thursday, August 8, 2024 updates on its handling of the remaining open Employee Retention Credit (ERC) claims.
In this issue, learn how younger generations of prominent families are pursuing internal legitimacy as a path to a purposeful life.
ESOPs can provide significant benefits to shareholders, management and employees of privately-owned businesses.
With Russ Haworth and researchers from The University of Adelaide, we uncovered the importance of focusing on internal legitimacy.
The food and beverage sector remained active during the second quarter of 2024 with mergers and acquisitions (M&A) transactions completed across various segments, including snacks, bakery, meats/protein and ingredients, among others.
For private foundations with calendar year-ends, this is a great time to consider getting a head start on year-end tax planning.
We see shareholders’ agreements as important tools for safeguarding the interests of all shareholders.
Almost all the new laws have controls over the ability of residents to regulate the use of their personal data.
This IRS announcement indicated that its position will remain until a final rule is published by the Justice Department (DOJ) permanently excluding marijuana from Schedule I Controlled Substance status.