For financial institution leaders, risks to information technology are no longer limited to the tech team. IT risks can affect customer trust, vendor oversight, regulatory readiness, and daily decision-making. According…
The Next Chapter in Tax Policy: Unpacking the House Tax Proposal
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Pennsylvania Updates Local Sales Tax Sourcing Rules for Philadelphia and Allegheny County
Pennsylvania’s 2026–2027 budget changes how local sales taxes imposed by Philadelphia and Allegheny County apply to sales of tangible personal property and taxable services. Effective January 1, 2026, these local…
Optimized Creative Agencies Connect Accounting, Payroll, and Billing
Your creative agency likely relies on multiple platforms to manage accounting, payroll, time tracking, and billing. Each tool serves an important purpose, but when they don’t work together, disconnected data…
Sponsorship vs. Advertising Income: When Is It UBIT?
In the second article in our 990-T blog series, our expert advisors discuss the important distinction between qualified sponsorship payments and advertising income. Learn how the benefits provided to a…
Market Reflections: Cooling Inflation and a Resilient Market Outlook
Brandon Adams is back this month with a market update highlighting signs that inflation is cooling, based on recent CPI and PPI data. This has reduced expectations for additional Federal…
