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 MOREA CFO’s Lifeline: Mastering the 13-Week Cash Flow Forecast
A 13-week cash flow forecast helps financial leaders improve liquidity, strengthen decision-making and align working capital strategy.
Research and Experimental Implications of the OBBBA for Architects and Engineers
A&E firms regularly engaging in design innovation, materials testing and modeling now face important updates to their tax planning approach.
Trusts Can be Shareholders of S Corporations … Sometimes
Some trusts can hold S corporation shares if they meet IRS rules — review eligibility to help avoid double taxation.
New Tax Law Changes Impacting High-Net-Worth Individuals and Family Offices
To help you cut through the complexity, our Private Client Services team highlights the key provisions.
Underwriting: An Auditor’s Perspective on Affordable Housing Finance
While creative approaches are important, success often hinges on understanding the fine print tied to each funding source.
Staying Ahead: The Growing Need for Organizational Reviews
Organizational reviews help assess alignment between strategy, structure and technology in today’s changing environment.
How Private Clubs and Their Employees Will Be Impacted by the One Big Beautiful Bill Act
It’s provisions on the taxability of tips and overtime wages will have the greatest impact on private clubs and their employees.
Estate Planning Strategies in a Higher-Interest Rate Environment
With new legislation and interest rates trending above historical lows, it’s essential to reassess estate planning structures originally designed for a low-rate climate.
Key Provisions of “The One, Big, Beautiful Bill Act”
OBBBA has a wide range of tax provisions – some simply extending current law that was set to expire, others enacting significant changes compared to the prior tax code. A comparison between the law prior to OBBBA enactment vs. new law is shown below for key provisions.
It’s Never Too Early (or Late) to Think About Tax-Planning Retirement Strategies
Backdoor Roth IRAs and retirement planning strategies for Expats to reduce U.S. tax exposure
Know the Tax Implications of Member Donations to Your Private Club
Your club should implement clear policies for accepting such gifts — especially appreciated securities.
Not-For-Profits May Feel the Effects of The One Big, Beautiful Bill Act
Below is a summary of key provisions specifically relevant to the NFP sector. As not-for-profits navigate this evolving landscape, it’s important to assess both immediate compliance requirements and potential opportunities to strengthen mission-aligned financial planning.