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 Provider Relief Fund (PRF) portal is open for reporting PRF payments received by entities from July 1, 2020 to December 31, 2020 (Period 2).
The New York State Department of Taxation and Finance (Taxation) issued Technical Memorandum TSB-M-21(1)C, (1)I (TSB-M) August 25, 2021.
Governor Murphy recently signed legislation which revises the threshold of total gross revenue received by a New Jersey not-for-profit organization
Throughout the pandemic, Congress introduced several stimulus packages to help taxpayers and relieve some of the economic burden caused by the coronavirus, many of which were still applicable in 2021.
The M&A market just finished a record setting year. Compared to 2020, both the number of deals and deal value were up significantly. This robust growth was across all deal sizes but was especially pronounced for deals over $1 billion.
As many in the private foundation community know, private foundations are allowed to distribute grants to organizations other than public charities ‒ such as foreign entities, for-profit entities, individuals, and other private foundations ‒ on condition that the disbursements are strictly for charitable purposes and certain steps are taken.
In the aftermath of a disaster like a flood, fire or other casualty there can be a lot of confusion when dealing with the insurance company on whether or not the loss is covered.
The Maryland comptroller announced a three-month filing and payment extension for 2021 Maryland individual income taxes.
Prior to March 2020, most organizations minimized their investment in products, supplies and materials and avoided the risk of obsolescence by maintaining relatively lean stock levels, choosing to replenish items on a just-in-time basis.
Most recently, the FASB granted a delay for implementation of the Leases Standard through issuance of ASU No. 2020-05 in June 2020. The deferment applied to both public and nonpublic not-for-profits.
Engaging an effective Mergers & Acquisition (M&A) advisor to sell your company is critical to a successful outcome. Even the fastest-growing companies in high-demand industries require an adept deal team to ensure shareholders receive the value and terms they deserve.
An increasing number of investment fund managers are deciding to return outside investor capital and turn their focus to their family wealth … as well as their personal lives.

