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.
There are a number of terms, qualifications and guidelines to keep in mind when considering if the 223(f) program is right for your organization.
As summer winds down, many organizations with a June 30 fiscal year-end begin to prepare for their annual financial statement audit.
To help our clients stay informed, we are pleased to introduce this informative newsletter, presenting detailed analyses of the latest developments in the sustainability advisory and attest sector.
A Sustainability-Linked Loan is a type of financing instrument that incentivizes a borrower to achieve material, pre-agreed sustainability targets
Regulatory requirements continue to evolve in the sustainability sector and that includes those for organizations doing business with the U.S. Federal Government.
The Inflation Reduction Act of 2022 (IRA) brought new and expanded energy tax credits for taxpayers. It also provided an opportunity for tax-exempt entities, state and local governments and tribes (collectively “non-taxpayers”) to receive subsidies in lieu of the clean energy tax credits.
One of the most significant challenges in evaluating the sustainability data provided by companies has been the lack of a globally consistent baseline standard for disclosure.
In the sustainability sector, some accounting professionals believe that business-sponsored organizations should establish new disclosure expectations.
The Financial Accounting Standards Board (FASB) recently issued a proposal that would require public business entities to provide detailed disclosure in the notes to financial statements about specific expense categories on an annual and interim basis.
Over the last several weeks, the IRS has issued a number of public statements regarding the Employee Retention Credit (ERC).
Private equity fund CFOs bear the weight of numerous responsibilities. Given these competing demands, here’s a list of helpful tips to manage year-end valuations, financial reporting processes and procedures.
Structuring an effective finance function typically includes financial planning and analysis (FP&A) that involves annual budgeting, monthly variance reviews and periodic reforecasting.

