Trends & Insights

New IRA energy credit guidance

New IRA energy credit guidance

New ITC regulations address tax credit for solar, energy storage, geothermal, biogas, CHP and microgrid controller property
IRS issues guidance on the transfer of clean vehicle credits

IRS issues guidance on the transfer of clean vehicle credits

The IRS and the Treasury Department have released guidance on how buyers can transfer clean vehicle credits to dealers at the time of purchase.
IRS Releases 2024 tax inflation adjustments

IRS Releases 2024 tax inflation adjustments

IRS releases inflation adjustments for 2024. Inflation adjustments impact individual tax brackets and other various provisions of the Code.
IRS clarifies government orders for ERC claims

IRS clarifies government orders for ERC claims

OSHA communications are not government orders that support ERC eligibility in most cases says GLAM 2023-007.
Two Estate Planning Strategies to Help Protect Wealth

Two Estate Planning Strategies to Help Protect Wealth

A goal of estate planning is to maximize the wealth that is passed on to one's heirs. In this video, we'll discuss how a Spousal Lifetime Access ...
IRS releases 2024 retirement plan limitations

IRS releases 2024 retirement plan limitations

Cost-of-living adjustments to retirement plan limits for 2024 have been issued by the IRS in Notice 2023-75.
The Key Functions of Your Nonprofit Board

The Key Functions of Your Nonprofit Board

Nonprofit board service can be as exhausting as it is rewarding. Whether you are on a board yourself, thinking about joining a board, or seeking ...
Major regulatory change on the horizon for financial institutions

Major regulatory change on the horizon for financial institutions

Major regulatory change is on the horizon for financial institutions, including new liquidity and capital requirement rules.
Fed’s key wage inflation metric tops forecast

Fed’s key wage inflation metric tops forecast

The employment cost index for the third quarter showed that labor costs rose 1.1% higher than the forecast of 1.0% and were higher than the ...
Construction employment: Kickstarting the reindustrialization of the American economy

Construction employment: Kickstarting the reindustrialization of the American economy

Public policy put in place in recent years points toward a tailwind for both construction employment and the manufacturing sector.
New York decision sheds light on broker-dealer and financial service industry

New York decision sheds light on broker-dealer and financial service industry

Decision addressing corporate sourcing rules to brokerage commissions and certain financial receipts provides insight under proposed regulations.
IRS updates e-signature policy and releases online accounts for sole proprietors

IRS updates e-signature policy and releases online accounts for sole proprietors

The IRS makes permanent e-signature guidance generated in response to COVID pandemic and launches online business tax account for sole proprietors.
Consumer price index: Volatility in energy and gas makes price stability elusive

Consumer price index: Volatility in energy and gas makes price stability elusive

Gains toward price stability remain elusive as the 1.5% increase in overall energy costs and stubborn housing inflation were the major drivers ...
FMF&E Celebrates Two New Partners

FMF&E Celebrates Two New Partners

-Syracuse, New York On behalf of the Partner group and the FMF&E team, we are proud and excited to announce the promotion of two of our ...
The great rate reset: The end of easy money, rising yields and the onset of a new era

The great rate reset: The end of easy money, rising yields and the onset of a new era

For the first time in years, the risk premium has been positive, which is an important signal that interest rates are indeed returning to normal.
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