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 IRS continually includes the Federal Research Credit in the “Dirty Dozen” annual list of scams and other abusive arrangements.
The IRS Employee Plans Compliance Resolution System (EPCRS) permits retirement plan sponsors to correct certain plan failures so they can continue to provide their employees with retirement benefits on a tax-favored basis.
The legislation, originally passed in July, was vetoed by the governor in an effort to increase the refundable tax credit percentage.
In this bulletin, we address certain items that foundations and foundation managers should consider as well as some best practices to follow when it comes to director recommended grants.
In today’s ever-changing world, it has become more important than ever for independent schools to become comfortable discussing risk and being proactive about mitigating a variety of circumstances over which they may not have control.
Looking through the cyber incidents reported in this edition of Cyber Roundup, the reader will see that the SEC is weighing in on cybersecurity of their regulated entities.
The hospitality and restaurant industry continues to be among those hardest hit by the COVID-19 pandemic.
New language and significant changes are coming to the independent auditor’s report for private companies effective for financial statements with reporting periods ending after December 15, 2020.
The tourism and hospitality industry is beginning to regain its footing and bounce back from the pandemic. Travelers are eager to return to their favorite vacation destinations and business hubs.
While buyers may be attracted to your company’s industry, profitability and growth potential, you can increase your company’s exit value by enhancing certain business fundamentals, including the actions recommended in this article.
The Schedule of Expenditures of Federal Awards (SEFA) is a financial statement schedule prepared by management that lists an organization’s expenditures of federal assistance for the fiscal year by federal agency, grant number and amount.
One of the best ways to increase and preserve your family’s wealth when considering selling your business is smart tax planning.

