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.
LEARN MORESwipe Smart: Credit Card Control Risks in Independent Schools
Without proper oversight, credit cards can introduce significant financial and reputational risk.
State Tax Observations | New York State, New York City and Connecticut Budget Changes
New York state and Connecticut have enacted budget legislation with several tax changes affecting businesses and individuals.
Form 990 Reimagined: What the IRS Transparency Push Means for Nonprofits
Form 990 has become one of the most visible public documents available to stakeholders evaluating nonprofit organizations.
10 Tidbits to Simplify the Complexities of Private Foundation Compliance
We’re pleased to share the article, Top 10 Tidbits for Private Foundations, recently published by Philanthropy Roundtable.
OMB Proposes Major Uniform Guidance Changes: What Federal Award Recipients Need to Know
The Office of Management and Budget (OMB) has proposed extensive revisions to 2 CFR 200 of the Uniform Guidance.
Rhode Island’s New Property Tax Creates Residency Considerations for Owners of High-Value Homes
Beginning July 1, 2026, Rhode Island will impose a new tax on certain high-value, non-owner occupied residential properties.
New York Wage Parity Scope Reset: Relief for Prior Years, Focus on 2025
The New York State Department of Health’s (DOH) June 4, 2026, wage parity update significantly changes the immediate compliance scope.
Beyond Compliance: Choosing the Right Audit Firm for Your School District
For school districts, the right audit firm can help strengthen transparency, improve oversight and identify risks.
IRS Notices and QR Codes: What to Know Before You Scan
The IRS continues to modernize and adapt to the digital world, but modernization also brings new digital data risks.
How Private Business Owners Build High Performing Organizations: Lessons from Sport
In today’s business environment, sustainable success is no longer driven solely by strategy, products or financial performance.
What Co-op, Condo and Investment Property Owners Should Know About NYC’s Newly Passed Pied-à-Terre Tax
Owners of high-value co-ops, condominiums and investment properties in New York City will soon face a new annual surcharge tax.
Selecting the Right NFP Audit Firm: Where the Real Value Lies
Engaging the right firm to perform the audit is an important decision that requires a thoughtful approach.