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.
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.
The NYC Council approved a bill on July 16 that automatically became law on August 18 after Mayor Mamdani failed to sign it. Read on.
A number of recurring issues affect audit timing, support and compliance across the charter school sector.
Blockchain is increasingly being recognized as part of the infrastructure supporting traditional financial markets.
A disciplined process for reviewing and applying forfeitures can help reduce that risk and strengthen overall plan governance.
State tax consequences may differ depending on the structure of the transaction, the states involved & activities of the business.
Thoughtful audit preparation offers an opportunity to strengthen club operations and sharpen internal controls.
New York agricultural producers affected by severe spring 2026 weather may now have access to federal disaster assistance.
Firms should begin evaluating how the proposed legislation could affect their compliance obligations.
Buyers are prioritizing businesses with resilient demand profiles, differentiated brands, pricing power & clear avenues.