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 MOREUpdates to Energy Credits Under the OBBBA
Some of the most impactful changes of the One Big Beautiful Bill Act (OBBBA) affect federal energy tax credits. In […]
CMMC Compliance in 2025: What A&E Firms Must Do to Win — and Keep — Federal Work
Cybersecurity requirements are evolving fast across the federal landscape and A&E firms need to take notice.
OBBBA Enhances IRC 1202 — More Favorable Rules for Exclusions on Gains of QSBS But Does Your Stock Qualify?
It has been over 30 years since IRC Section 1202 was first introduced, which allows taxpayers to claim an exclusion.
Regulatory and Enforcement Pressure Rises in Mexico and Latin America — Is Your Business Ready?
A wave of recent U.S. policy changes is reshaping the operating environment for businesses with ties to Mexico and Latin America.
US HVAC M&A Industry Update – Summer 2025
The HVAC sector’s essential service offerings have helped preserve its attractiveness to investors to date.
Rhode Island Sales Tax Exemption: Critical Deadline Alert for Nonprofits
To avoid disruption in your exemption status, the state advises organizations to follow these key steps.
Pillar Two of the OECD BEPS Initiative is Rapidly Advancing
To address challenges in the digital economy and curb tax avoidance, the Organization for Economic Cooperation and Development (OECD)’s Base […]
Real Estate Industry Impacts of the OBBBA
The OBBBA reshapes real estate tax planning through changes to interest deductions, bonus depreciation and REIT thresholds.
What the New Estate Tax Law Means for You
The sweeping OBBBA brings a pivotal update to the federal lifetime gift, estate and generation-skipping transfer tax (GSTT) exemption.
Tariff Impacts on Working Capital: Avoiding Pitfalls in M&A True-Up Calculations
The recent tariff impositions make the trailing (i.e., historical) working capital a less reliable benchmark.
Tax Treatment of Non-Business Bad Debts: What Individual Taxpayers Need to Know
To claim a non-business bad debt deduction, taxpayers must prove the loan was legitimate and entirely uncollectible
A CFO’s Lifeline: Mastering the 13-Week Cash Flow Forecast
A 13-week cash flow forecast helps financial leaders improve liquidity, strengthen decision-making and align working capital strategy.