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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.

Navigating the AI Revolution for Businesses without Technology Teams
March 7, 2024

The journey toward AI adoption is not without challenges. But the risks of standing still are far greater.

M&A 2023 Recap and 2024 Outlook
February 29, 2024

M&A activity in North America slowed in 2023, marking a departure from the unprecedented highs seen in 2021 and 2022.

What to do While Waiting for the Proposed Tax Legislation?
February 26, 2024

The House of Representatives passed, with broad bipartisan support, the Tax Relief for American Families and Workers Act of 2024, on January 31, 2024.

Local Law 97 – Implications on NYC Buildings
February 21, 2024

To reduce greenhouse gas emissions and make the city carbon neutral by 2050, New York City enacted Local Law 97 (LL97).

Are You Ready for the New SEC Private Fund Adviser Regulation?
February 19, 2024

Private funds and their advisers play an essential role in our financial markets and the lives of everyday Americans.

Understanding Debt Covenants and How They Affect Your Nonprofit Organization
February 15, 2024

Understanding and meeting debt covenants is essential for not-for-profit organizations with long-term debt. Read more.

Is It Time for Your Board to Establish a Separate Cyber Committee?
February 13, 2024

This question is the focus of a recent article written by Partners Tom DeMayo and Nick DeLena and published by Directors & Boards.

Donor-Advised Funds and Understanding the Proposed IRC §4966 Regulations
February 12, 2024

In this bulletin, we will update you on the key provisions of the IRS proposal and share some key considerations for private foundations.

PCAOB Spotlight: Insights into the PCAOB’s Inspection of Audits of Broker-Dealers
February 2, 2024

The recent edition of Spotlight focused on the following insights into inspection results which we have summarized here for our readers.

Proposed Rule: Cybersecurity Maturity Model Certification, Version 2.1
January 31, 2024

The release of the CMMC 2.1 rule and accompanying documentation contains significant new guidance for defense contractors.

Dental Practices Have a New Filing Requirement. What Needs to Be Filed?
January 30, 2024

The Corporate Transparency Act (CTA) was enacted in 2021 to help the government identify businesses that are being used for money-laundering, which is a crime punishable by jail and fines.

Amendments to SEA Rule 15b9-1: Potential Increase in FINRA Membership
January 26, 2024

These amendments drastically limit the scope of the exemption previously provided by SEA Rule 15b9-1.

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