News & Insights

As tax legislation evolves, staying ahead of the changes isn’t just a good idea, it’s essential. With the upcoming tax reform being touted as “big” and “beautiful,” businesses and individuals…

Family-owned businesses account for 90% of all businesses worldwide, according to the Family Firm Institute. Yet despite their success, they face unique challenges, including succession planning, emotional…

Now that tax season is behind us, it’s the ideal time to take a fresh look at your withholding for the upcoming year. While it’s easy to put taxes out of mind once you’ve filed, a quick check now…

In boardrooms across the globe, one question dominates strategic discussions: “Are we ready for AI?” The answer often reveals more about organizational preparedness than technical capability.  The business…

Transitioning leadership within family-owned businesses is a pivotal moment that can determine the future success and longevity of the enterprise. Identifying who among the next generation is ready and…

State and local governments are exposed to a variety of risks related to certain concentrations, constraints, or events that could impact or even negatively affect operations.  Previously, exposure to…

As millions of people file their 2024 tax returns, the Internal Revenue Service reminds taxpayers to use the Where’s My Refund? tool on IRS.gov to confirm receipt of their return and track a refund.…

Are family disagreements affecting your business decisions? Do you have a clear plan for leadership succession? Is your family business structured to thrive for generations? Studies show that only about…

Business owners operating in the state of Pennsylvania have historically been required to file a report with Department of State every 10 years.    However, beginning in 2025, most domestic and foreign…

Beginning in 2025, Pennsylvania non-profit corporations and other non-profits registered in Pennsylvania will now be required to file an annual report with the Pennsylvania Department of State.  In November…