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July 2025 Regulatory & Legislative Update 
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Article
July 07, 2025
July 2025 Regulatory & Legislative Update 
  • Benefits
July 07, 2025
July 2025 Regulatory & Legislative Update 

The July 2025 Regulatory & Legislative Update covers issues involving preventive services, HIPAA reproductive health privacy, marketplace integrity, and more.

  • Benefits
In the News
July 04, 2025
How Trump’s One Big Beautiful Bill Will Affect US Housing Market
  • Features Abe Schlisselfeld
  • Newsweek
July 04, 2025
How Trump’s One Big Beautiful Bill Will Affect US Housing Market
    In the News
    July 04, 2025
    The Dreaded AMT Will Hit More Taxpayers Under the New Tax Law
    • Features Joseph Perry
    • Barron’s
    July 04, 2025
    The Dreaded AMT Will Hit More Taxpayers Under the New Tax Law
      Article
      July 03, 2025
      One Big Beautiful Bill Act is Finalized – Biggest Impacts
        July 03, 2025
        One Big Beautiful Bill Act is Finalized – Biggest Impacts

        The One Big Beautiful Bill Act extends or makes permanent many of the TCJA provisions, while adding many new provisions, as well.
          Article
          July 03, 2025
          President Trump Signs One Big Beautiful Bill Act Into Law
            July 03, 2025
            President Trump Signs One Big Beautiful Bill Act Into Law

            From business incentives to individual tax changes, the potential impact of the One Big Beautiful Bill Act is broad and continues to evolve.
              Article
              July 03, 2025
              One Big Beautiful Bill Act: What Tech and Life Sciences Companies Need to Know
              • Life Science
              July 03, 2025
              One Big Beautiful Bill Act: What Tech and Life Sciences Companies Need to Know

              See how the One Big Beautiful Bill Act may impact tech and life sciences sectors via changes to R&E expensing, bonus depreciation restoration, and more.

              • Life Science
              Article
              July 03, 2025
              Venture-Backed M&A: To Attract Funding or Prepare for a Sale, Founders Need Financial Rigor—Early
              • M&A
              July 03, 2025
              Venture-Backed M&A: To Attract Funding or Prepare for a Sale, Founders Need Financial Rigor—Early

              Early-stage tech companies that proactively adopt scalable financial practices and flexible exit strategies are best positioned to emerge as winners in M&A.

              • M&A
              Article
              July 03, 2025
              The Evolution of ASCs: Success Planning for Long-Term Success
                July 03, 2025
                The Evolution of ASCs: Success Planning for Long-Term Success

                Learn how ASCs can thrive through success planning. Get tips on fair buy-ins, leadership training, and regulatory compliance.
                  In the News
                  July 02, 2025
                  Trump tax plan: Senate narrowly passes megabill – here’s what that means for your money
                  • Features Mark Baran
                  • Bankrate
                  July 02, 2025
                  Trump tax plan: Senate narrowly passes megabill – here’s what that means for your money
                    Article
                    July 01, 2025
                    Senate Passes Its Version of One Big Beautiful Bill Act – Biggest Impacts
                    • Business Tax, Federal Tax, Private Client Tax, Tax
                    July 01, 2025
                    Senate Passes Its Version of One Big Beautiful Bill Act – Biggest Impacts

                    The Senate bill version of the One Big Beautiful Bill Act makes extends or makes permanent many of the TCJA provisions, while adding many new provisions.

                    • Business Tax, Federal Tax, Private Client Tax, Tax
                    Article
                    July 01, 2025
                    The One Big Beautiful Bill Act Back to House for Approval – Detailed Analysis
                    • Business Tax, Federal Tax, Private Client Tax, Tax
                    July 01, 2025
                    The One Big Beautiful Bill Act Back to House for Approval – Detailed Analysis

                    From business incentives to individual tax changes, the potential impact of the One Big Beautiful Bill Act is broad and continues to evolve.

                    • Business Tax, Federal Tax, Private Client Tax, Tax
                    Article
                    July 01, 2025
                    Roth Catch-up Rule Changes Take Effect January 1, 2026
                    • Benefits, Retirement Plan Consulting
                    July 01, 2025
                    Roth Catch-up Rule Changes Take Effect January 1, 2026

                    Starting in 2026, high-wage earners must make 401(k) and 403(b) catch-up contributions as Roth under SECURE 2.0. Learn how to prepare.

                    • Benefits, Retirement Plan Consulting
                    Report
                    July 01, 2025
                    June 2025 Recap | On The Margin
                    • Advisory, Investment Advisory
                    July 01, 2025
                    June 2025 Recap | On The Margin

                    The June ’25 edition of ‘On The Margin’, a publication of investment advisory insights, touches on global financial markets hectic journey.

                    • Advisory, Investment Advisory
                    Article
                    July 01, 2025
                    2025 Minimum Wage Updates: New Rates Effective July 1 
                    • Advisory, Human Capital Management
                    July 01, 2025
                    2025 Minimum Wage Updates: New Rates Effective July 1 

                    Stay informed on the latest minimum wage increases effective July 1, 2025. Find updated rates for hourly and tipped employees.

                    • Advisory, Human Capital Management
                    Article
                    June 30, 2025
                    The Power of a Generative AI Strategy to Put Your Consumer Product Company at an Advantage
                    • Consumer & Industrial Products
                    • Technology
                    June 30, 2025
                    The Power of a Generative AI Strategy to Put Your Consumer Product Company at an Advantage

                    Discover how to build a robust generative AI strategy that drives innovation and streamlines operations for your Consumer Product Company.

                    • Consumer & Industrial Products
                    • Technology

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