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.
Fund managers; CFOs and valuation committees; investors and allocators; and evergreen-fund sponsors are keeping an eye on secondary-market transaction activity as it continues to grow at a frenetic pace.
A disciplined process for reviewing and applying forfeitures can help reduce that risk and strengthen overall plan governance.
The IRS’s decision to reopen the group exemption process reflects a broader regulatory focus on accountability.
A strong infrastructure makes financial information reliable, audit-ready and usable by lenders, investors, boards and acquirers. Read on.
On August 5, 2026, the SEC announced the formation of a specialized Financial Reporting and Accounting Unit.
For co-op and condo owners, the key issue is not simply whether the unit meets the value threshold.
Maintaining records, timely reconciliations & strong year-round financial reporting processes is important for every school district.
We are sharing 13 examples to illustrate how the tax may apply under a variety of common ownership structures.
The HVAC sector remains highly attractive for M&A, supported by sustainable industry tailwinds & long-term demand dynamics.
The Division has since announced that, pending updated regulations, it is suspending the audit and separate report requirements.
In this issue, we examine three important strategies for creating and preserving value throughout the business life cycle. Read more.
This Guide covers the latest tax and business regulations and distills complex rules into practical insights.

