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 MOREEmployee Benefit Plans Alert | February 2026 Edition
This edition of Employee Benefit Plans Alert focuses on IRS and DOL enforcement trends and 2025 Form 5500 updates.
Private Foundation Compliance Risks and Penalties to Keep in Sight
Private foundations that take a proactive approach and partner with experienced advisors are better positioned to manage risk.
Housing for the 21st Century Act: What It Means for Affordable Housing and LIHTC Development
The Housing for the 21st Century Act reflects bipartisan agreement that affordable housing is a national priority.
Selling a Medical or Dental Practice: What to Know Before Engaging Private Equity
Explore the key considerations every physician and dentist should evaluate before engaging private equity.
Proposed New York Budget Would Extend J-51 R Tax Abatement Program
Proposed New York budget changes could affect the J-51 R tax abatement program for affordable property owners.
Eight Ways Effective Financial Reporting Drives Success
Accurate and timely financial reporting helps organizations understand performance, manage risk and support strategic planning.
Section 530A Trump Accounts: What Families Need to Know
Section 530A Trump accounts offer a new, limited savings vehicle for children, with unique funding, tax and access rules to consider.
America’s Bank Account is Officially Digitized
All federal government payments, including IRS refunds and tax payments must now be made electronically.
Successful Transitions | Helping You Navigate What’s Next
For private business owners, succession is not a single transaction — it’s a defining moment that touches leadership and legacy.
Self-Dealing Rules: Disqualified Persons and Charitable Events
Understanding who qualifies as a disqualified person and how self-dealing rules apply is essential for private foundations.
How Fraud Could Impact Your Not-for-Profit Organization
a single incident can undermine years of credibility, strain donor relationships and trigger regulatory scrutiny.
The Restructuring Decision: Clarity for Boards and CEOs
For boards and CEOs, few decisions carry more long-term impact than whether to restructure your company.