Articles
IRS Launches Non-Filer Initiative for High-Income Individuals
The IRS recently announced a non-filer initiative aimed at high-income individuals who the IRS believes have not filed tax returns.
Keeping the IRS Updated on Routine Foundation Administrative Matters
In this bulletin, we will update you on the key provisions of the IRS proposal and share some key considerations for private foundations.
SEC Climate-Related Disclosures − Key Takeaways from the Final Rules
The U.S. Securities and Exchange Commission (SEC) adopted the final rules required in connection with climate-related disclosures.
Prepare for a Cyber Breach at Your Conference Table
The statement “It is not a matter of if, but when, a cyber breach will occur” has held true as cyber incidents continue to escalate.
Navigating the AI Revolution for Businesses without Technology Teams
The journey toward AI adoption is not without challenges. But the risks of standing still are far greater.
M&A 2023 Recap and 2024 Outlook
M&A activity in North America slowed in 2023, marking a departure from the unprecedented highs seen in 2021 and 2022.
What to do While Waiting for the Proposed Tax Legislation?
The House of Representatives passed, with broad bipartisan support, the Tax Relief for American Families and Workers Act of 2024, on January 31, 2024.
Local Law 97 – Implications on NYC Buildings
To reduce greenhouse gas emissions and make the city carbon neutral by 2050, New York City enacted Local Law 97 (LL97).
Are You Ready for the New SEC Private Fund Adviser Regulation?
Private funds and their advisers play an essential role in our financial markets and the lives of everyday Americans.
Understanding Debt Covenants and How They Affect Your Nonprofit Organization
Understanding and meeting debt covenants is essential for not-for-profit organizations with long-term debt. Read more.
Is It Time for Your Board to Establish a Separate Cyber Committee?
This question is the focus of a recent article written by Partners Tom DeMayo and Nick DeLena and published by Directors & Boards.
Donor-Advised Funds and Understanding the Proposed IRC §4966 Regulations
In this bulletin, we will update you on the key provisions of the IRS proposal and share some key considerations for private foundations.