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.
Adoption of the annual budget may be the target in budget development, it is only the beginning for finance and department managers.
Because it’s rare to find this diversity of expertise in one person, many mid-market businesses don’t have a dedicated CAO role.
For CFOs, controllers and COOs at private fund managers, audit readiness is not simply a year-end exercise.
One of the largest determinants of long-term wealth creation often receives comparatively little attention: income taxes.
While the refund opportunity may be substantial, the accounting and financial reporting implications are complex and largely unprecedented.
The SBA’s new SOP 50 10 8.1 introduces a QoE requirement for SBA transactions involving a business purchase price of $3 million or more.
What many business leaders don’t realize is that in most accounting positions, the job wasn’t only in that person’s head.
Strong governance & independent oversight can help mitigate those risks & protect the organization’s financial health and reputation.
The value of strong controls over automated information extends well beyond satisfying an auditor.
We share some thoughts about artificial intelligence and change management in the context of strategic events.
Tech-forward families are leveraging artificial intelligence and automation to build, preserve and transition wealth in real time.
The following considerations can help foundations have a more deliberate compliance and planning process rather than a year-end scramble.