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Preparing for What’s Next: Treasury and IRS Guidance Priorities for Not-For-Profit Organizations

The U.S. Department of the Treasury (Treasury) and the Internal Revenue Service (IRS) released their 2026-2027 Priority Guidance Plan on September 29, 2026. The plan’s 121 projects include reporting and private foundation grantmaking. The plan now follows the federal fiscal year, covering October 1, 2026, through September 30, 2027. Inclusion on the Priority Guidance Plan…

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Managing AI-Triggered Fund Valuation Risks through Dynamic Portfolio Monitoring

Overview The private credit redemption wave of early 2026 highlighted a limitation many alternative asset managers had already recognized: quarterly marks and GAAP financials alone may not give limited partners (LPs) sufficient confidence in reported values. Fund managers that build forward-looking portfolio monitoring infrastructure before the next stress cycle may be better positioned to navigate…

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M&A Empow’her’ment – Spotlighting the Women in the M&A World

Introducing M&A Empow’her’ment, a groundbreaking video series dedicated to empowering and celebrating women’s achievements in the dynamic world of M&A.

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Washington State Tax Updates

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