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.
All federal government payments, including IRS refunds and tax payments must now be made electronically.
For private business owners, succession is not a single transaction — it’s a defining moment that touches leadership and legacy.
Understanding who qualifies as a disqualified person and how self-dealing rules apply is essential for private foundations.
a single incident can undermine years of credibility, strain donor relationships and trigger regulatory scrutiny.
For boards and CEOs, few decisions carry more long-term impact than whether to restructure your company.
The Treasury and IRS issued interim guidance clarifying changes to additional first-year depreciation under OBBBA.
While this is a normal part of doing business, deferred revenue sparks intense discussions during M&A negotiations.
The OECD Inclusive Framework agreed to a new ‘side-by-side’ framework that limits the application of Pillar Two to U.S. groups.
The priorities are intended to promote compliance, prevent fraud, inform policy and monitor risk.
Beginning January 1, 2026, new rules apply to 401(k), 403(b) and governmental 457(b) plans regarding catch-up contributions.
For the upcoming 2026/27 tax year, the Commission has increased the tentative actual assessed value threshold.
Understanding these provisions can help dentists optimize their tax positions and plan more effectively for the coming years.