Jul 31, 2025 | Firm Updates, News Brief
Nonprofit organizations play a vital role in addressing societal needs, from education and healthcare to environmental conservation and social justice. However, operating a nonprofit requires navigating a complex regulatory environment. Compliance with federal, state,...
Jul 31, 2025 | Firm Updates, News Brief
In this ever-changing time, a financial plan can make all the difference for an organization to weather the storm and come out on top. Using the following steps may assist your organization in completing its mission. Budgeting- Know your Past Successes and Challenges...
Jul 31, 2025 | Firm Updates, News Brief
As the world continues to evolve, so too does the nonprofit sector. Nonprofits face new challenges and opportunities, driven by technological advancements, shifting societal expectations, and global crises. Here are the key trends that are expected to shape the future...
Jul 8, 2025 | Firm Updates, Individual Tax, Small Business
On July 4th, President Trump signed into law H.R. 1 – the “One Big Beautiful Bill Act” (BBB), a sweeping piece of tax legislation that reshapes key provisions of the Internal Revenue Code. The BBB extends, modifies, or makes permanent several tax changes introduced...
Jun 2, 2025 | Firm Updates, High Technology
Qualified Small Business Stock (QSBS) exclusions for tax purposes under Section 1202 incentivize investors to take risks on startup companies. A shareholder with QSBS could potentially be eligible for a 100% tax exclusion on capital gains. For a shareholder’s stock...