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.
LEARN MORERefresher on Self-Dealing – Scenarios and FAQs
“Self-dealing” is any direct or indirect transaction between a private foundation and a disqualified person.
IRS Announces New ERC Voluntary Disclosure Program 2.0
The IRS announced on August 15 the reopening of its Voluntary Disclosure Program for taxpayers who now believe they have received the ERC erroneously.
School Bus Companies — Are You Leaving Money on the Table?
Electric buses can be expensive; there are numerous funding incentives and credits available to make the transition more cost effective.
Good News — Open ERC Claims on the Road to Resolution
The IRS announced on Thursday, August 8, 2024 updates on its handling of the remaining open Employee Retention Credit (ERC) claims.
Successful Transitions | The Value of Shareholder Agreements, ESOPs … and the Next Generation’s Search for Purpose
In this issue, learn how younger generations of prominent families are pursuing internal legitimacy as a path to a purposeful life.
Sharing Success Through an ESOP
ESOPs can provide significant benefits to shareholders, management and employees of privately-owned businesses.
Legitimacy: The Fuel Behind Success
With Russ Haworth and researchers from The University of Adelaide, we uncovered the importance of focusing on internal legitimacy.
U.S. Food & Beverage Industry Update – Q2 2024
The food and beverage sector remained active during the second quarter of 2024 with mergers and acquisitions (M&A) transactions completed across various segments, including snacks, bakery, meats/protein and ingredients, among others.
Getting a Jump on Year-End Tax Planning Pays Off
For private foundations with calendar year-ends, this is a great time to consider getting a head start on year-end tax planning.
What Happens If You Have a Shareholders’ Agreement … and What Happens If You Don’t?
We see shareholders’ agreements as important tools for safeguarding the interests of all shareholders.
Get Your Privacy Program Ready as Six Additional States Adopt New Laws
Almost all the new laws have controls over the ability of residents to regulate the use of their personal data.
IRS Announces Its Position for Taxpayers That Sell Marijuana
This IRS announcement indicated that its position will remain until a final rule is published by the Justice Department (DOJ) permanently excluding marijuana from Schedule I Controlled Substance status.