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.
AI governance is quickly becoming an operational and fiduciary issue rather than simply a technology discussion.
With the possibility of New York opting into the Act, schools may want to assess their options.
Before making any decisions about transferring property, it’s worth stepping back and asking a few key questions.
Seven characteristics to help you gauge your readiness now or work toward accomplishing in the future.
Engaging tax and accounting advisors can help address the broader financial reporting, tax and operational implications of tariff refunds.
The IRS introduced a process for taxpayers with denied ERC claims to request additional time to file refund suits.
The federal government introduced TrumpIRA.gov, a new initiative aimed at expanding retirement savings access for workers.
UPMIFA requires NFP boards to oversee, document & manage donor-restricted endowment funds in accordance with prudence standards. Read on.
Late contributions, payroll inconsistencies and poor documentation can disrupt retirement plan audits.
Liquidity mismatch, valuation uncertainty and borrower risk move from theoretical risks to practical challenges.
Fannie Mae’s recent update to its condominium lending guidelines marks a clear shift in direction.
Fiscally responsible not-for-profit organizations share common financial practices that support stability and performance.