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.
Enhancing deal value and increasing certainty to close are what investment bankers do every day.
The IRS Identity Protection PIN (IP PIN) is a unique six-digit number assigned by the IRS to be used in conjunction with a taxpayer’s Social Security Number when filing their federal income tax return.
As the 2020 plan year audit season approaches, it is important for plan sponsors to remember their responsibility for conducting required nondiscrimination and other compliance tests relating to a retirement plan in a timely manner.
Described as a lifeline, the Economic Aid to Hard-Hit Small Businesses, Nonprofits and Venues Act (Hard-Hit Act) introduced a new $15 billion grant program that provides aid to the arts and entertainment industry.
The overall investment landscape is evolving rapidly, and investment structures continue to adapt to the ever-changing needs and objectives of stakeholders.
If you mentioned the acronym “SPAC” a few years ago you were likely met with a blank stare. While COVID-19 led the headlines in 2020, SPACs became the hottest investment vehicle on Wall Street dominating the initial public offering (IPO) landscape and private equity has played a significant role in the SPAC boom.
Many of us are looking for ways to keep more of what we make and minimize our tax burden. One effective strategy for individual taxpayers can be the Backdoor Roth IRA.
The year ahead holds the promise of a dynamic seller’s market likely to drive a healthy mergers and acquisitions (M&A) market.
The Consolidated Appropriations Act, 2021 (the Act) brought big headlines including a new round of PPP loans, full expensing for business meals, and new stimulus checks.
As a new year brings on a new audit season, foundations that undergo a financial statement audit need to ensure they are properly prepared to enable the process to proceed with minimal issues and disruption to their operations.
A common problem for retirement plan administrators is the maintaining of current contact information of former employees during the period of time when they leave a company to the time they become eligible to receive benefits from the retirement plan.
In the Georgia runoff election on January 5th, the Democratic Party finished what it started last November … winning the trifecta of the White House and control of both chambers of Congress.