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 MOREThe Potential Shift to Schedule III: Tax and Financial Implications for Cannabis Companies
While the change would not constitute federal legalization, it represents a critical planning moment for the industry.
Vital Tax Considerations for a Successful CPA Merger
Selling a business involves significant tax implications that are critical to both sellers and buyers.
Valuation Insights: Six Ways to Optimize Your Organization’s Value
For firms considering a sale or merger, ending with the most favorable price means starting with advance planning.
What to Expect When Combining Firms
Merging with a larger firm like ours is an acceleration strategy that advances the trajectory of your achievements.
Four Crucial Mistakes Dental Practices Make … and Strategies to Prevent Them
Crucial mistakes that we see over & again from even the highly skilled dental professionals that negatively impact the bottom line.
IRS R&D Credit Audits: Tax Court Reinforces Documentation Requirements
Qualification under Internal Revenue Code Section 41 turns as much on documentation as on technical effort.
The Luxury Market – What Happened?
After a long run of outsized growth, the high-end space has experienced a slowdown driven by many factors.
USDOL Proposes New Rule on Independent Contractor Classification: Potential Shift in Federal Standard
The U.S. Department of Labor (USDOL) issued a proposed rule that could significantly reshape how workers are classified as employees or independent contractors under federal wage and hour laws.
CMMC Compliance: A Competitive Imperative for Defense Manufacturers
CMMC compliance now determines which manufacturers can compete for U.S. Department of Defense (DoD) contracts.
Employee 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.