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 MOREMaryland Budget Has Key Tax Provisions for Tech Services and High-Income Taxpayers
This legislation will bring significant tax changes for businesses providing certain technology services and for high-income taxpayers.
Transitioning to Daily Computations of the Customer Reserve Formula
Required or not, transitioning to daily calculations is generally a sound strategy, providing several long-term benefits.
Fame Shouldn’t Equal Vulnerability
From prominent cases of stolen millions to the quiet, slow siphoning of wealth, embezzlement by business managers is all-too-common.
10 Business Strategies to Navigate Tariffs and Tax Uncertainty
Regardless of what the future holds, it’s crucial for businesses to strategize and plan proactively.
Current Market Turmoil May Have Dipped Your Endowment Underwater
Recent studies show an increase in gifting to college and university endowments over the past several years.
BE-10 Survey Due May 30: Key Filing Details for U.S. Investments Abroad
The most current survey is due May 30, 2025, for anyone who meets the reporting requirements for 2024.
Key Tax Highlights from New York’s FY2026 Budget
On May 9, 2025, Governor Kathy Hochul signed New York State’s Budget Bill (Budget) for the 2026 fiscal year, read more for the key tax provisions.
House Introduces Sweeping Tax Legislation – Highlights from “The One, Big, Beautiful Bill”
On May 14, 2025, the House Ways and Means Committee advanced its tax bill, “The One, Big, Beautiful Bill.” While final passage is still far off, key tax provisions offer insight into what the final legislation could include.
Employee Benefit Plans Alert: Spring 2025 Edition
This edition of the Employee Benefit Plans Alert focuses on the following topics: ERISA Welfare Plans, Section 125 Cafeteria Plans, Section 457(b) Eligible Deferred Compensation Plans for Nongovernmental Entities.
House Bill Proposes Increase in Excise Tax for Certain Foundations, Among Other Provisions
If passed in its entirety or in part, the tax bill could have sweeping effects on the philanthropic sector.
Key Tax Considerations When Selling a Business
Selling a business is a milestone — and how the deal is structured can significantly affect your tax outcome.
NYC Mayor Adams Announces Major Increase in Not-for-Profit Funding
New York City-funded not-for-profit organizations, particularly health and welfare providers, received welcomed news on April 29.