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 MOREIRS Offers Potential Extension for Claims on Denied ERC Refunds
The IRS introduced a process for taxpayers with denied ERC claims to request additional time to file refund suits.
TrumpIRA.gov: What It Could Mean for Your Retirement Plan
The federal government introduced TrumpIRA.gov, a new initiative aimed at expanding retirement savings access for workers.
Are Nonprofit Boards Meeting UPMIFA Requirements for Endowment Funds?
UPMIFA requires NFP boards to oversee, document & manage donor-restricted endowment funds in accordance with prudence standards. Read on.
Five Things Your Retirement Plan Auditor Wants You to Know
Late contributions, payroll inconsistencies and poor documentation can disrupt retirement plan audits.
Private Credit’s Reality Check: Liquidity, Valuation and Borrower Risk
Liquidity mismatch, valuation uncertainty and borrower risk move from theoretical risks to practical challenges.
Fannie Mae’s 2026 Condo Lending Changes
Fannie Mae’s recent update to its condominium lending guidelines marks a clear shift in direction.
What Do the Most Fiscally Responsible Not-for-Profit Organizations Have in Common?
Fiscally responsible not-for-profit organizations share common financial practices that support stability and performance.
Impact of Recent NAIC Updates on Statutory Accounting and Reporting
The regulatory & statutory accounting environment changes as the NAIC updates accounting guidance & reporting instructions.
New York Wage Parity Compliance: Oct. 1, 2026, AUP Deadline and Multiyear Requirements
The New York State Department of Health recently issued sweeping changes to wage parity compliance.
FASB’s Internal-Use Software Guidance: What Companies Need to Know
New internal-use software guidance provides an opportunity to simplify how software development costs are evaluated and capitalized.
IRS Launches New Access: Business Tax Accounts Open to Tax-Exempt Organizations
The IRS Business Tax Account is now available to tax-exempt organizations for managing tax information and payments online.
The Role of Elected Officials in the Budget Process
Effective oversight requires asking the right questions, understanding key indicators and recognizing potential risks.

