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.
Our Independent Schools Team recently conducted a study of credit card control risks and best practices across their NFP clients.
The function of CAO is incredibly complex because of the scope of knowledge, experience & strategic insight required to perform it.
A healthy food and beverage operation should be measured not only by what it costs, but also by the value it creates for members.
The following considerations can help foundations strengthen their defenses and reduce exposure to fraud and operational risk.
Valuation governance, documentation and oversight are receiving increased attention across the private credit market.
Gaps in documentation, policy enforcement and oversight can reduce transparency and increase financial and reputational risk.
Receiving a federal award can unlock new programs & services, but it also brings complex compliance, reporting & audit requirements.
As a plan sponsor, it’s important to be aware of how and where AI is used, its associated risks & how to effectively oversee it.
Recent guidance from the JCT suggests that the new limitation under IRC Section 68 may apply to trusts and estates.
Original issue discount, debt modification rules and cancellation of debt income are becoming increasingly important considerations.
A thoughtful reassessment of athletics can serve as a lever to attract & retain students while managing institutional resources.
Without proper oversight, credit cards can introduce significant financial and reputational risk.