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SECURE & SECURE 2.0 Deadlines: Is Your Retirement Plan Ready?
Qualified Plan Administration & Consulting , Advisory

SECURE & SECURE 2.0 Deadlines: Is Your Retirement Plan Ready?

2026 OMB Compliance Supplement Release Delay
Audit & Assurance

2026 OMB Compliance Supplement Release Delay

Max Kraus
Max Kraus, Senior Manager
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530A Accounts: New IRS Guidance for Employers and Families

A 503A auto account can receive a $1,000 government-funded deposit available to U.S. citizen children born from January 1, 2025, through December 31, 2028

Oct 12, 2026•Tax, Private Client Services
530A Accounts: New IRS Guidance for Employers and Families

How to Strengthen Not-for-Profit Internal Controls

Moving from informal practice to a written, board-approved framework isn't about mastering a technical standard. It comes down to working through a handful of practical steps

•Oct 12, 2026•Audit & Assurance
How to Strengthen Not-for-Profit Internal Controls

SBA Quality of Earnings Rule: A Guide for Community Banks

As of 10/1/26 SBA SOP 50 10 8.1 requires an independent Quality of Earnings report on 7(a) loans financing business acquisitions and expansions priced at $3M+

•Oct 5, 2026•Transaction Advisory Services
SBA Quality of Earnings Rule: A Guide for Community Banks

One Big Beautiful Bill Act: LIHTC & Affordable Housing Developers

Beginning in 2026, the OBBBA permanently increases each state's annual 9% LIHTC allocation by 12%. The increase applies to both the per-capita allocation and the small-state minimum.

•Oct 5, 2026•Business Tax
One Big Beautiful Bill Act: LIHTC & Affordable Housing Developers

Private School Tax Exemptions at Risk Under New IRS Rule

The IRS issued a proposed rule on September 3 that would strip 501(c)(3) status from private schools whose admissions or scholarship decisions consider race, color, or national or ethnic origin.

•Sep 29, 2026•Business Tax
Private School Tax Exemptions at Risk Under New IRS Rule

What NFPs Need to Know About the 403(b) Plan Cycle 2 Restatement

If your NFP organization sponsors a 403(b) retirement plan, now is the time to act. The IRS has opened the Cycle 2 403(b) Pre-Approved Plan Restatement window.

•Sep 24, 2026•Advisory
What NFPs Need to Know About the 403(b) Plan Cycle 2 Restatement
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