New Mexico State Tax Updates
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The Capital Table – Insights into the Private Equity and M&A World
Listen to our M&A podcast, The Capital Table, as leading experts dive into the private equity and M&A worlds, and provide you with the knowledge you need to excel in a rapidly changing marketplace.
Key Regulatory Updates Small Business Government Contractors Should Revisit
By Allison Katz
Recent regulatory changes are actively reshaping how small business government contractors compete, meet compliance requirements and pursue growth across the federal marketplace. The federal government has ordered a sweeping review of 8(a) contracts, leading to significant updates to Small Business Administration (SBA) programs. The Federal Acquisition Regulation (FAR) is undergoing a historic transformation, alongside revisions…
AI in Project Management: A Practical Implementation Roadmap for PMOs
By Allison Katz
In Part 1, we introduced AI as the first of six critical trends transforming project management and the modern Project Management Offices (PMOs). Now we tackle the practical question every executive faces: how do you actually implement AI in your PMO? Most organizations stumble not at recognizing AI’s potential but at deploying it successfully. This…
What Mamdani’s Estate Tax Proposal Could Mean for New York Estate Planning
By Allison Katz
For many New Yorkers, estate tax planning has felt like something that could wait. Under current law, that reaction is understandable. New York’s basic exclusion amount for 2026 is $7.35 million, which means many families and business owners still feel comfortably outside the state estate tax conversation. That is why the recent proposal linked to…
IRS Announces Critical Relief for Taxpayers Following Major Tax Law Changes
By Neha Lohani
Revenue Procedure 2026-17 has been released, delivering urgent transition relief to taxpayers affected by the sweeping legislative changes in the One Big Beautiful Bill Act, commonly referred to as the OBBBA or OB3. This new guidance provides a fast-track framework for withdrawing or modifying elections under IRC §163(j)(7) and making late elections under §168(k)(7)—actions previously…
Building Brand Identity With a Strategic Infrastructure
By Allison Katz
In today’s digital landscape, content creators and influencers have gained widespread recognition, building loyal audiences and profitable careers on platforms like YouTube, Instagram, and TikTok. A key driver of this success is a strong brand identity: the unique voice, image, and values a creator projects to the world. But beyond the outward appearances and storytelling,…
White House Roundtable Addresses Growing Crisis in College Athletics
By Neha Lohani
The White House recently hosted a roundtable led by President Donald Trump that focused on the escalating financial, legal and governance crises facing U.S. college athletics. The discussion brought together leaders from sports, government and business to examine how recent court rulings, Name, Image and Likeness (NIL) practices, and inconsistent state laws have destabilized the…
Beyond Copilot Usage Reports: Measuring If Microsoft 365 AI Investments Actually Work
By Allison Katz
You rolled out Copilot to thousands of seats. Adoption looks healthy, and Copilot usage and adoption metrics are up and to the right. Then the CFO asks, “What exactly are we getting from this investment?” You can show them the adoption dashboard. You can show them that 73% of licensed users are actively engaging with…
Transparency or Termination: SBA Escalates 8(a) Compliance Enforcement
By Allison Katz
On March 4, 2026, the U.S. Small Business Administration (SBA) formally initiated termination proceedings against 628 firms participating in the 8(a) Business Development Program, marking one of the most significant enforcement actions in the program’s history. The action represents the latest escalation in a multi month compliance campaign led by SBA Administrator Kelly Loeffler, aimed…