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 MOREWebinar Replay: How Family Businesses and Offices Can Protect Wealth in Today’s Environment
Watch this enlightening webinar focused on how to safeguard and preserve family wealth. Pat Soldano and Russ Sullivan from Family […]
Webinar Replay: How Private Foundations Can Leverage Inflation Reduction Act Provisions
We invite you to watch this insightful webinar that sheds light on the recent provision changes from the Inflation Reduction […]
The 2024 Economic Outlook – Marc Rinaldi at ACEC NY 2024 Winter Conference
Marc L. Rinaldi was recently a keynote presenter on “The 2024 Economic Outlook” at the ACEC NY 2024 Winter Conference […]
Webinar Replay: Value Series for Private Business Owners: Getting Your House in Order – Preparing for Business Succession
2025 Context Note: This Value Series webinar was recorded in 2023, but the guidance remains evergreen. Certain tax thresholds and […]
16th Annual Private Foundations Executive Symposium
Our 16th Annual Private Foundations Executive Symposium explored trends and topics impacting the private foundation community now and in the […]
Webinar Replay: 2023 Challenges for NFPs – Facing AI Risks, ERC Tax Uncertainties and Legal Changes
Artificial Intelligence (AI) is inspiring both excitement and unease across every sector. Non-profit management is wise to explore what it […]
Webinar Replay: Architectural and Engineering Industry Trends: Guiding Future Decision-Making
Watch this webinar as our architectural and engineering industry experts provide an exclusive look into the key findings of our […]
Webinar Replay: Year-End Tax Planning Webinar for Individuals and Businesses
The clock is ticking. As we approach year end, now is the time to consider tax-saving strategies and opportunities as […]
Webinar Replay: Tax Considerations for Investing and Doing Business in the U.S.
Watch this webinar as we provide essential information and tax strategies for anyone launching or expanding operations within the U.S. […]
Webinar Replay: Navigating the Landscape of Art-Endowed Foundations
Watch this webinar for an insightful discussion where experts in the philanthropic community shared their thoughts and ideas on a […]
Webinar Replay: What the PCAOB’s Annual Broker-Dealer Inspection Report Means for You
The news is out. The PCAOB’s Annual Report on the Interim Inspection Program Related to Audits of Brokers and Dealers […]
Webinar Replay: Leveraging Charity Navigator’s Rating System to Promote Donor Trust and Contributions
Each year, more than 11 million donors identify the organizations they wish to support by using Charity Navigator, according to […]