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The 2025-2026 Tax Planning Guide

Our Tax Planning Guide helps keep up with a lot of the current tax law changes. With the passage of the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, many Tax Cuts and Jobs Act (TCJA) provisions, including lower individual tax rates, are now permanent.
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Beneficial Ownership Information Reporting

PODCAST: Questions on the new Beneficial Ownership Information Reporting requirements? Check out our handout today for more information on what the requirements are, who they apply to, reporting deadlines, and links to additional resources and the FinCEN e-filing portal.
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SECURE Act 2.0 – Employers

The SECURE Act 2.0 was signed into law on December 29, 2022 and covers numerous changes to retirement provisions that affect employers and lower their cost of offering and funding retirement savings plans.
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Nonprofit Revenue Detective

Be a nonprofit revenue detective. You don’t have to wait for the next scheduled audit to assess your nonprofit’s financial health. Follow the lead of your professional auditors and focus on analyzing your revenue.
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