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.
Plan sponsors should review the cost of living adjustments (COLAs) to determine what, if any, changes need to be communicated to employees via orientation meetings and enrollment forms.
Harry’s, Halo Top, Justins, e.l.f. Cosmetics, KeVita – just to name a few. These are smaller brands that have carved out a nice niche for themselves. Just in case you haven’t noticed, insurgent brands have been gaining market share at a fast pace and have proven to be successful investments.
The recording of most transactions by not-for-profit organizations, as prescribed by Generally Accepted Accounting Principles in the United States (U.S. GAAP) and contained as codifications within the FASB Accounting Standards Codification, is based on clearly defined, objective, and measurable valuations.
The Internal Revenue Service recently issued long awaited proposed regulations along with Revenue Ruling 2018-29 answering many, but not all, of the key unresolved points surrounding investing in qualified opportunity zone funds (QOZFs).
The EU’s new General Data Protection Regulation, known as GDPR, requires businesses to capture and manage customer data in entirely new and complex ways. It requires that they interact with clients according to very specific and time-consuming requirements and are sensitive to their privacy rights and freedoms. Regardless of where they are headquartered, organizations with EU-based customers or prospects may have to comply.
As cybersecurity attacks continue to dominate today’s headlines, it was only a matter of time before increased compliance on consumer data protection became a necessity for institutions of higher education.
As the year comes to a close for some private foundations, there are a number of tax planning tools and year-end measures that we have compiled to help mitigate any excise tax on net investment income and prevent some common pitfalls that could result in other types of excise taxes.
As we say often, the objective of our Cyber Roundup is to inform our readers of what’s going on in the cyberworld — much like reading alerts about various health threats posted by medical news sites.
The U.S. Government Accountability Office (GAO) has proposed changes to Government Auditing Standards (GAS).
Many ESOP corporations are presented with the challenge of maintaining an ESOP over the long-term.
Every organization recognizes the importance of producing and delivering product, services and programs in the most efficient manner possible.
Recently, we received a number of inquiries from our not-for-profit clients regarding rules requiring consolidation of certain affiliated entities, particularly those surrounding affordable housing.


