Middle-Market M&A Outlook: Up, Down or Sideways
M&A transaction volume in North America for the Q1 2025 after all deals are reported is expected to be approximately 4,650.
Navigating New York’s Partnership Audit Overhaul
Read on for a summary of the new procedures, key deadlines and elections, material city differences and an illustrative example.
Foundations Breathe a Sigh of Relief – Senate Releases Its Version of The One, Big, Beautiful Bill
Most of the proposed provisions that would have directly impacted private foundations were removed.
US House of Representatives Approves Rescission of Federal USAID Grants
The USAID recissions package is only part of the administration’s efforts to reduce the country’s current $36 trillion deficit.
Getting It Right in Year One: Navigating GASB 103 Requirements
GASB Statement No. 103, Financial Reporting Model Improvements, is effective for fiscal years beginning after June 15, 2025.
Maryland Budget Has Key Tax Provisions for Tech Services and High-Income Taxpayers
This legislation will bring significant tax changes for businesses providing certain technology services and for high-income taxpayers.
Transitioning to Daily Computations of the Customer Reserve Formula
Required or not, transitioning to daily calculations is generally a sound strategy, providing several long-term benefits.
Fame Shouldn’t Equal Vulnerability
From prominent cases of stolen millions to the quiet, slow siphoning of wealth, embezzlement by business managers is all-too-common.
10 Business Strategies to Navigate Tariffs and Tax Uncertainty
Regardless of what the future holds, it’s crucial for businesses to strategize and plan proactively.
Current Market Turmoil May Have Dipped Your Endowment Underwater
Recent studies show an increase in gifting to college and university endowments over the past several years.
BE-10 Survey Due May 30: Key Filing Details for U.S. Investments Abroad
The most current survey is due May 30, 2025, for anyone who meets the reporting requirements for 2024.
Key Tax Highlights from New York’s FY2026 Budget
On May 9, 2025, Governor Kathy Hochul signed New York State’s Budget Bill (Budget) for the 2026 fiscal year, read more for the key tax provisions.