Posted on September 23, 2025
by
Heath Standorf
As family principals continue to grow their businesses and their wealth, they often establish family offices to centralize and streamline the administration and management of their lives, including financial and non-financial assets. Initially, business owners may entrust these duties to their corporate finance teams. However, there comes a point when more time and specialized skills […]
Posted on September 18, 2025
by
Pedro Porras
In this episode, Director of Tax Services Pedro Porras, CPA, explains the changes in the OBBB that will impact international citizens, companies and taxpayers.
Posted on September 17, 2025
NEW YORK CITY, September 17, 2025 – Berkowitz Pollack Brant Advisors + CPAs has been named one of Crain’s New York Business’ “Best Places to Work in New York City” for 2025. The firm ranked No. six out of 81 companies honored this year, recognized for its blend of technical excellence and a people-first culture. […]
The Federal Reserve Bank reduced interest rates by .50 percent in September 2024 and by a quarter point in November 2024, its first cuts since the start of the pandemic. These announcements may signal a new cycle of lower borrowing costs and a heightened appetite for mergers and acquisition (M&A) activity that had slowed considerably […]
Posted on September 11, 2025
by
Joseph Leuchter
The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, brings significant tax benefits to domestic manufacturing companies. For example, the law restores taxpayers’ ability to fully write off domestic research and development (R&D) expenses in the year they are incurred. It also reinstates 100 percent special depreciation for a long list of new […]
Posted on September 09, 2025
by
Adam Cohen
The July 4, 2025, enactment of the One Big Beautiful Bill Act (OBBBA) amends the tax code and its impact on not-for-profit entities. These include changes to charitable deductions and an extension of excise taxes on highly compensated employees and net investment income for private colleges and universities. Charitable Deductions The OBBBA retains charitable deductions […]
Posted on September 04, 2025
by
Alex Keneiby
In this episode, Associate Director of Tax Services Alex Keneiby, CPA, shares updates to Opportunity Zones in the OBBB.
