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.
Affected providers should assess whether they meet the threshold and coordinate with their CPA firms before implementation.
It is vital for CDFIs to increase capital to continue serving low-income communities and fulfill their missions.
The Program provides a $1,700 nonrefundable federal income tax credit for qualifying cash contributions from individuals to SGOs.
Now is the time of year when municipal finance teams across NJ begin moving from assumptions to serious drafts of next year’s budget.
Risks of incorrectly classifying net assets can materially affect your organization’s financial flexibility and operating health.
A scenario tax professionals see every fall: a taxpayer suddenly realizes that they have missed an estimated payment or simply have not paid enough.
Every board should treat reserves for its co-op, condo or HOA the same: as a core part of its annual financial planning.
The U.S. Department of the Treasury and Internal Revenue Service released their 2026-2027 Priority Guidance Plan (the “plan”) on September 29, 2026.
While a private foundation’s finance department is responsible for managing its day-to-day financial activities, the board also plays a key role in providing financial oversight and staying informed about the foundation’s financial position.
Effective oversight of automatic enrollment & escalation requires ongoing coordination among plan sponsor & its service providers.
Tax-exempt clubs must separately track member versus non-member income to derive the required UBTI calculation.
Adoption of the annual budget may be the target in budget development, it is only the beginning for finance and department managers.