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 MORENew York City Millionaires Quietly Face a Reduced Credit for the Unincorporated Business Tax
The NYC Council approved a bill on July 16 that automatically became law on August 18 after Mayor Mamdani failed to sign it. Read on.
Charter School Audit Season: Lessons Learned from FY25
A number of recurring issues affect audit timing, support and compliance across the charter school sector.
Operational Readiness for Tokenized Financial Products
Blockchain is increasingly being recognized as part of the infrastructure supporting traditional financial markets.
60 Days to Close: Uniting Strategy and Accounting
We share some thoughts about artificial intelligence and change management in the context of strategic events.
Managing 401(k) Forfeitures: Five Best Practices for Plan Sponsors
A disciplined process for reviewing and applying forfeitures can help reduce that risk and strengthen overall plan governance.
Denisse A. Moderski, CPA, Partner
State tax consequences may differ depending on the structure of the transaction, the states involved & activities of the business.
Preparing for the Private Club Audit: 10 Key Steps to Take Ahead of Time
Thoughtful audit preparation offers an opportunity to strengthen club operations and sharpen internal controls.
USDA Disaster Declaration: What New York Agricultural Businesses Should Know
New York agricultural producers affected by severe spring 2026 weather may now have access to federal disaster assistance.
California’s New Sales Tax Rules for Digital Products
Firms should begin evaluating how the proposed legislation could affect their compliance obligations.
U.S. Food & Beverage M&A Industry Update – Summer 2026
Buyers are prioritizing businesses with resilient demand profiles, differentiated brands, pricing power & clear avenues.
Charitable Giving after OBBBA: Changes for Individuals in 2026
Taxpayers should consider whether to itemize, which assets they donate and whether an IRA distribution offers a better result.
Charter School Audit Season: Planning for Fiscal Year 2026
Early attention to federal funding, audit support, school-specific risk areas & internal policies can help reduce delays.

