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 MOREPlan Sponsors: What You Should Know About AI and Retirement Plans
As a plan sponsor, it’s important to be aware of how and where AI is used, its associated risks & how to effectively oversee it.
Will New IRC Section 68 Create Unexpected Tax Costs for Trusts and Estates?
Recent guidance from the JCT suggests that the new limitation under IRC Section 68 may apply to trusts and estates.
Hidden Tax Traps in the Current Private Credit Environment
Original issue discount, debt modification rules and cancellation of debt income are becoming increasingly important considerations.
Colleges and Universities: Strategically Evaluating Athletic Programs
A thoughtful reassessment of athletics can serve as a lever to attract & retain students while managing institutional resources.
Swipe Smart: Credit Card Control Risks in Independent Schools
Without proper oversight, credit cards can introduce significant financial and reputational risk.
State Tax Observations | New York State, New York City and Connecticut Budget Changes
New York state and Connecticut have enacted budget legislation with several tax changes affecting businesses and individuals.
Form 990 Reimagined: What the IRS Transparency Push Means for Nonprofits
Form 990 has become one of the most visible public documents available to stakeholders evaluating nonprofit organizations.
OMB Proposes Major Uniform Guidance Changes: What Federal Award Recipients Need to Know
The Office of Management and Budget (OMB) has proposed extensive revisions to 2 CFR 200 of the Uniform Guidance.
Rhode Island’s New Property Tax Creates Residency Considerations for Owners of High-Value Homes
Beginning July 1, 2026, Rhode Island will impose a new tax on certain high-value, non-owner occupied residential properties.
New York Wage Parity Scope Reset: Relief for Prior Years, Focus on 2025
The New York State Department of Health’s (DOH) June 4, 2026, wage parity update significantly changes the immediate compliance scope.
Beyond Compliance: Choosing the Right Audit Firm for Your School District
For school districts, the right audit firm can help strengthen transparency, improve oversight and identify risks.
IRS Notices and QR Codes: What to Know Before You Scan
The IRS continues to modernize and adapt to the digital world, but modernization also brings new digital data risks.