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.
The new amendments consist of two primary components – the safeguard rule and the disposal rule.
It’s no surprise that potential acquirers and investors are looking closely at target companies that have claimed or received ERCs.
Even with very strict due diligence procedures in place, questions arise when a first-time grant to a place of worship doesn’t fit in nicely to a foundation’s existing processes, checklists, etc.
Streamlining your month-end close process is critical to increase the efficiency and accuracy of your monthly financial reporting.
Our forensic accounting experts weigh in on the highlights of the ACFE’s 2024 Report to the Nations.
We questioned how REIT tax status might be impacted if receiving income from electric vehicle charging stations (EV Stations).
Implementing AI should be an iterative and exhaustive process — more a marathon than a sprint.
Building a solid relationship with your auditors is an important component of success for any organization.
Building a sound vendor management program is a process that requires effort and resources to do it correctly.
In a recent decision regarding conservation easements, the Tax Court determined that an IRS Treasury Regulation was invalid.
The popularity of PRIs is on the rise within the foundation community. Learn more.
In this issue of Successful Transitions, we share 10 powerful tips to guide you through succession planning for your business.

