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Tax Policy Review: August 2025

Newsletter

August 21, 2025

Review key updates from the August 2025 tax policy review, including IRS leadership changes, tax reform impacts and government funding debates.
Consumer Goods Financial Services Government & Public Sector Government Contracting Healthcare Industrial Manufacturing Life Sciences Private Client Services Private Equity Professional Services Real Estate & Construction Tax Policy and Legislative Changes Technology
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How Loan Reviews Uncover Hidden Risk Ahead of Examinations

Article

August 21, 2025

See how the loan review process reveals hidden risks, strengthens credit risk management and prepares financial institutions for regulatory examinations.
Financial Institutions Financial Services Financial Services Regulatory Compliance Internal Audit Services Risk Advisory Services

Ryan Hanley

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Navigating the Risks of AI in Professional Services

Article

August 21, 2025

Understand how to mitigate generative AI risks in professional services through strict data governance, compliance monitoring and client communication.
Cybersecurity Professional Services
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Leveraging Sage Solutions and AI To Drive High-performance Financial Management

Article

August 20, 2025

See how Sage AI and ERP tools like Intacct help CFOs automate financial processes, boost accuracy and enhance decision-making across industries.
Digital Advisory ERP Consulting Industrial Manufacturing Life Sciences Not-for-Profit Organizations Professional Services Sage Sage Intacct Sage X3 ERP: System, Software & Consulting
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GASB Update

Webinar Recording

August 20, 2025

Learn about GASB 101-104 updates, including compensated absences, disclosures, and capital asset reporting for effective government accounting.
GASB-as-a-Service Government & Public Sector
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2025 Tax Reform: Understanding the Federal Education Tax Credit Scholarship Program

Article

August 20, 2025

Learn about the Scholarship Granting Organization (SGO) tax credits introduced by the 2025 tax reform bill. Gain insight into IRC Sections 25F and 139K.
Higher Education Nonprofit Tax Not-for-Profit Organizations Tax Policy and Legislative Changes
Lock Network Technology

Closing with Confidence: Year-End Best Practices Unlocked

Webinar Recording

August 19, 2025

Learn how to close with confidence using seven proven strategies to streamline government financial reporting and meeting critical year-end deadlines.
Government & Public Sector
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Your Financial Legacy: Key Individual and Estate Tax Shifts

Webinar Recording

August 19, 2025

Review key estate and gift tax shifts, including the new $15M exclusion and planning tips for wealthy families after the 2025 tax reform bill.
Estates & Trusts Tax Policy and Legislative Changes Tax Services Transaction Advisory Services Wealth Management by Choreo
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Public Finance Federal Update with GFOA’s Emily Brock

Webinar Recording

August 19, 2025

Watch and learn how 2025 tax reform impacts public finance, federal funding, and state and local governments in this update from GFOA's Emily Brock.
Government & Public Sector