News & Insights
How Will the Changes to the SALT Deduction Affect Your Tax Planning?
October 8th, 2025
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Strategy and Planning |
Tax |
High Net Worth
The One Big Beautiful Bill Act (OBBBA) shifts the landscape for federal income tax deductions for state and local taxes (SALT), albeit temporarily. If you have high SALT expenses, the […]
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Beyond the Numbers: How to Get Your Nonprofit Leadership Team Engaged with Financial Data
September 25th, 2025
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By Sarah Jennings |
Consulting |
Technology |
Nonprofit
Every nonprofit leader knows the scenario: the finance team delivers pages of figures for budget planning or a quarterly board meeting, yet the conversation falls flat. Leaders flip through thick […]
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Pinched Nonprofits May Want to Free Up Board-Designated Assets
September 16th, 2025
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Strategy and Planning |
Nonprofit
In general, nonprofits can’t use restricted assets for purposes other than those specified by the original donor. Board-designated assets (or board-designated funds) are another matter. These are unrestricted funds that […]
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Turning State Tax Complexities Into a Plan for Success: The Role of Trusted Advisors
August 29th, 2025
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Audit & Assurance |
Strategy and Planning |
Tax
State tax laws are evolving rapidly, with broadening nexus standards, shifting apportionment rules , aggressive enforcement tactics, and growing divergence from federal standards. As a result, companies operating across multiple U.S. states […]
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5 Ways Businesses Can Assess Health Care Benefits Spending
August 28th, 2025
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Consulting |
Employee Benefit Plans |
Healthcare |
Small & Midsize Businesses
If your business sponsors health care benefits for its employees, you know the costs of doing so are hardly stable. And unfortunately, the numbers tend to rise much more often […]