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.
It has been over 30 years since IRC Section 1202 was first introduced, which allows taxpayers to claim an exclusion.
A wave of recent U.S. policy changes is reshaping the operating environment for businesses with ties to Mexico and Latin America.
The HVAC sector’s essential service offerings have helped preserve its attractiveness to investors to date.
To avoid disruption in your exemption status, the state advises organizations to follow these key steps.
To address challenges in the digital economy and curb tax avoidance, the Organization for Economic Cooperation and Development (OECD)’s Base […]
The OBBBA reshapes real estate tax planning through changes to interest deductions, bonus depreciation and REIT thresholds.
The sweeping OBBBA brings a pivotal update to the federal lifetime gift, estate and generation-skipping transfer tax (GSTT) exemption.
The recent tariff impositions make the trailing (i.e., historical) working capital a less reliable benchmark.
To claim a non-business bad debt deduction, taxpayers must prove the loan was legitimate and entirely uncollectible
A 13-week cash flow forecast helps financial leaders improve liquidity, strengthen decision-making and align working capital strategy.
A&E firms regularly engaging in design innovation, materials testing and modeling now face important updates to their tax planning approach.
Some trusts can hold S corporation shares if they meet IRS rules — review eligibility to help avoid double taxation.