Not-For-Profits May Feel the Effects of The One Big, Beautiful Bill Act
Below is a summary of key provisions specifically relevant to the NFP sector. As not-for-profits navigate this evolving landscape, it’s important to assess both immediate compliance requirements and potential opportunities to strengthen mission-aligned financial planning.
The Benefits for Broker-Dealers to Understand Complementary User-Entity Controls (CUECs) in SOC Reports
A Service Organization Control (SOC) report evaluates a provider’s internal controls—but tells only half the story.
Private Foundations Emerge Largely Unscathed from Final Tax Law
Of the roughly five original provisions that would have directly impacted private foundations, only one survived.in the final law. That remaining provision expands the excise tax on excess compensation to apply to all employees within tax-exempt organizations who earn above the $1 million threshold.
Webinar Replay: IRS Form 990-PF Annual Workshop: Key Insights and Common Mistakes to Avoid
With another successful session completed, our annual Form 990-PF workshop continues to be a valuable resource for the philanthropic sector. […]
Senate Narrowly Passes Reconciliation Bill
The Bill is now headed back to the House, where the stated goal is still for it to be passed by July 4.
Tax Reform Tug of War: Strategic Insights for Nonprofits Caught in the Middle
Its impact on a nonprofit organization’s operations, compliance and fundraising could be potentially significant.
Artificial Intelligence in Health Care: Navigating HIPAA Compliance
AI is playing an increasingly prominent role in health care, offering new tools to improve care delivery and streamline operations.
Successful Transitions | Battling Risk on All Fronts
Learn more about why cybersecurity and risk management have become essential priorities for private businesses.
10 Moves to Risk-Ready Your Business and Family
Risk management isn’t about luck — it’s about preparation. Threat actors only need one opening, but you need airtight defenses every time.
Tax-Smart Strategies for Travel, Meals and Partner Expenses in 2025
The business deductions landscape remains as nuanced as ever. Staying compliant and maximizing deductions starts with knowing the rules.
Tax Strategies for Partners: Deductibility of Unreimbursed Partnership Expenses
Partners in professional firms can deduct unreimbursed business expenses and reduce tax liability if IRS conditions and documentation are met.
Deducting Travel and Meals in 2025: Your Guide to the Current Rules
U.S. business owners have historically been challenged keeping up with tax laws governing the treatment of travel and meal expenses.