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.
While this is a normal part of doing business, deferred revenue sparks intense discussions during M&A negotiations.
The OECD Inclusive Framework agreed to a new ‘side-by-side’ framework that limits the application of Pillar Two to U.S. groups.
The priorities are intended to promote compliance, prevent fraud, inform policy and monitor risk.
Beginning January 1, 2026, new rules apply to 401(k), 403(b) and governmental 457(b) plans regarding catch-up contributions.
For the upcoming 2026/27 tax year, the Commission has increased the tentative actual assessed value threshold.
Understanding these provisions can help dentists optimize their tax positions and plan more effectively for the coming years.
Tax planning at year-end is essential for tax-exempt organizations to ensure compliance and optimize financial operations.
As the year comes to a close, we reflect on the complex issues facing private foundations and, more importantly, the opportunities.
After a lengthy delay, the U.S Office of Management and Budget (OMB) recently issued its final 2025 Compliance Supplement.
While the NFP community is in a period of relative stability, recent federal and state updates signal important changes.
What many boards and managing agents may not realize is that portions of these charges can be treated differently for tax purposes.
The real challenge for today’s lenders is to build those safeguards into their process before the next default makes headlines.

