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 MORESelling a Medical or Dental Practice: What to Know Before Engaging Private Equity
Explore the key considerations every physician and dentist should evaluate before engaging private equity.
Proposed New York Budget Would Extend J-51 R Tax Abatement Program
Proposed New York budget changes could affect the J-51 R tax abatement program for affordable property owners.
Eight Ways Effective Financial Reporting Drives Success
Accurate and timely financial reporting helps organizations understand performance, manage risk and support strategic planning.
Section 530A Trump Accounts: What Families Need to Know
Section 530A Trump accounts offer a new, limited savings vehicle for children, with unique funding, tax and access rules to consider.
America’s Bank Account is Officially Digitized
All federal government payments, including IRS refunds and tax payments must now be made electronically.
Successful Transitions | Helping You Navigate What’s Next
For private business owners, succession is not a single transaction — it’s a defining moment that touches leadership and legacy.
Self-Dealing Rules: Disqualified Persons and Charitable Events
Understanding who qualifies as a disqualified person and how self-dealing rules apply is essential for private foundations.
How Fraud Could Impact Your Not-for-Profit Organization
a single incident can undermine years of credibility, strain donor relationships and trigger regulatory scrutiny.
The Restructuring Decision: Clarity for Boards and CEOs
For boards and CEOs, few decisions carry more long-term impact than whether to restructure your company.
IRS Issues Guidance on Additional First-Year Depreciation Under OBBBA
The Treasury and IRS issued interim guidance clarifying changes to additional first-year depreciation under OBBBA.
Deferred Revenue Diligence in M&A: Lessons Across Industries
While this is a normal part of doing business, deferred revenue sparks intense discussions during M&A negotiations.
OECD Reaches Agreement on New “Side-By-Side” Pillar Two Framework for U.S. Multinationals
The OECD Inclusive Framework agreed to a new ‘side-by-side’ framework that limits the application of Pillar Two to U.S. groups.