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.
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.
The upcoming changes to itemized deductions under OBBBA make year-end a critical time for strategic planning.
With many OBBBA updates taking effect in the 2026 tax year, now is the time to assess how they may impact your business.
Club leaders should understand what covenants mean before signing any agreement to ensure they align with long-term goals.
As the IRS resumes full operations, taxpayers and practitioners alike are bracing for a complicated recovery period.
Audit committees must evolve, anticipating new risks and emerging challenges to remain effective stewards of transparency and trust.
As tax-payment methods continue to evolve, leveraging tools like Direct Pay can help organizations stay efficient.

