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 MOREAI Governance: What Foundations Need to Know
AI governance is quickly becoming an operational and fiduciary issue rather than simply a technology discussion.
New York May Join Federal Scholarship Tax Credit Program
With the possibility of New York opting into the Act, schools may want to assess their options.
The Real Estate Wealth Transfer Is Here: What Families Should Be Doing Now
Before making any decisions about transferring property, it’s worth stepping back and asking a few key questions.
Preparing for Practice Ownership: Seven Signs You’re Ready
Seven characteristics to help you gauge your readiness now or work toward accomplishing in the future.
IEEPA Tariffs: What U.S. Importers Need to Know Now
Engaging tax and accounting advisors can help address the broader financial reporting, tax and operational implications of tariff refunds.
IRS Offers Potential Extension for Claims on Denied ERC Refunds
The IRS introduced a process for taxpayers with denied ERC claims to request additional time to file refund suits.
TrumpIRA.gov: What It Could Mean for Your Retirement Plan
The federal government introduced TrumpIRA.gov, a new initiative aimed at expanding retirement savings access for workers.
Are Nonprofit Boards Meeting UPMIFA Requirements for Endowment Funds?
UPMIFA requires NFP boards to oversee, document & manage donor-restricted endowment funds in accordance with prudence standards. Read on.
Five Things Your Retirement Plan Auditor Wants You to Know
Late contributions, payroll inconsistencies and poor documentation can disrupt retirement plan audits.
Private Credit’s Reality Check: Liquidity, Valuation and Borrower Risk
Liquidity mismatch, valuation uncertainty and borrower risk move from theoretical risks to practical challenges.
Fannie Mae’s 2026 Condo Lending Changes
Fannie Mae’s recent update to its condominium lending guidelines marks a clear shift in direction.
What Do the Most Fiscally Responsible Not-for-Profit Organizations Have in Common?
Fiscally responsible not-for-profit organizations share common financial practices that support stability and performance.

