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.
In a recent article Advocates Worry Donor Fund Proposal Could Chill Legit Use, published in Law360, Tom Blaney, Director of […]
As you read through the cyber incidents recently occurring, you will note a real-world example of how much damage ransomware can inflict.
New York’s fiscal year 2022-2023 State Budget Bill (Bill) as well as subsequent legislation, recently signed by Governor Hochul, contains significant changes to the New York State (NYS) PTET and creates a New York City (NYC) PTET.
Connecticut’s $24.2 billion budget bill for the fiscal year starting July 1, 2022 was signed by Governor Lamont on May 9th, 2022.”
Generally speaking, 2021 was a remarkable year for M&A activity in the private equity (PE) space, with global PE volume increasing approximately 111% in 2021 compared to 2020, ending the year at approximately $1.2 trillion worth of deals as posted in the Harvard Law School Forum on Corporate Governance.
The Government Accounting Standards Board (GASB) issued Statement No. 87 Leases (GASB 87) to establish a single leasing model for accounting and reporting purposes.
As we read about the victims of cybercrime each month, it is important to bear in mind that many of these breaches were preventable.
Marc Rinaldi, Partner-in-Charge of Financial Services, was featured in the third edition of Technology Traps Wealth Managers Must Avoid.
According to recent surveys conducted by Give.org, 60% of respondents rate the importance of trusting a charity before donating as essential. While 33% of donors rate charity impact information as being very important to their giving, another 50% admit to not fully knowing what this means.
Not-for-profit (NFP) or exempt organizations are generally required to file an annual federal form regarding their finances, activities and governance practices.
Earlier in the month, the Securities and Exchange Commission (SEC) proposed amendments to its existing rules to enhance and standardize its cybersecurity regulations.
Whether your institution’s portfolio is $10 million, $100 million, $250 million or more, safeguarding and strategically growing it is vital to the current success and future growth of your operations.

