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530A Accounts: New IRS Guidance for Employers and Families

A 530A 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

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

Luke Downing

•Oct 12, 2026•Audit & Assurance

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+

Nicholas Scharfeld

•Oct 5, 2026•Transaction Advisory Services

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.

Cathy Smucker

•Oct 5, 2026•Business Tax

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.

Natosha Carr

•Sep 29, 2026•Business Tax

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.

LisaMargaret Martin

•Sep 24, 2026•Advisory

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