PARTNER NEWS

The minister’s housing allowance comes with many considerations, especially when calculating retirement plan contributions. Our article explores how to avoid and correct potential errors that could jeopardize your plan’s tax-exempt status. Read more to learn how to navigate the minister’s housing allowance and avoid risk: https://hubs.la/Q04sp9nn0 #MinistersHousingAllowance #RetirementContributions #ChurchTax

Learn how a modern data platform strategy can help organizations close data gaps, improve governance, and support scalable AI, moving from pilot to production.

Explore the latest U.S. financial regulatory actions and deadlines with clear, concise insights designed for financial leaders.

Clean, structured data and thoughtful CRM design can help organizations improve reporting, automation, user adoption, and AI-driven decision making.

Explore key opportunities in the 21st Century ROAD to Housing Act, including adaptive reuse, financing tools, grants, and tax planning considerations.

Learn how recent cases are shaping the economic substance doctrine after codification, including relevance, penalty exposure, and tax planning considerations.

✨UC’26 Silver Sponsor Spotlight: MyLEVERAGE ✨ 🥈 LEVERAGE utilizes the latest technology on a national scale while offering personalized support for debit, credit, and other payment solutions. Increase your market footprint, expand your card program, and inspire loyalty with your cardholders! You can learn more about what LEVERAGE offers at this year’s Users Conference in Denver, CO – September 20 -23, 2026. Haven’t registered for UC’26 yet?🖱️ Click here: https://ow.ly/PO5c50ZwyMn #Sharetec #Leverage #UsersConference #UC26 #SeeYouInDenver #CreditUnions #ModernFinance

New lease accounting standards are changing how organizations recognize and report lease obligations, creating new compliance and financial reporting considerations. Our article outlines key requirements and practical steps organizations can take to prepare and navigate the transition successfully. Read more to learn how these changes could impact your organization’s financial statements and reporting processes: https://hubs.la/Q04sdNWj0 #LeaseAccounting #FinancialReporting #AccountingStandards

Recently, we were pleased to be hosted by the Northwestern Mutual Law Department for training on the Wisconsin Free Legal Answers pro bono program. A project of the American Bar Association, Free Legal Answers is designed to increase access to legal assistance for individuals who cannot afford a lawyer. It operates as an online platform where users can submit their legal questions, and licensed attorneys provide information and basic legal advice without any expectation of long-term representation. Our pro bono team — Dawn Caldart, Mary Ferwerda and Nour Kalbouneh, along with associate Elisabeth Platt — led more than 30 Northwestern Mutual attorneys through an overview of the program and then joined them in answering questions that had been submitted to the program.

Learn how vCIO support can help leaders clarify IT priorities, improve governance, and connect technology decisions to business goals as conditions change.

Congress is weighing bipartisan crypto tax reforms to help simplify reporting, clarify taxation, and better align digital asset rules with mainstream use.

Plan ahead for business transition with coordinated tax, estate, and wealth strategies that can help preserve family wealth and legacy.

OCC and FDIC propose CRA revisions that emphasize lending, raise asset thresholds, and add stricter requirements for community development grants.

Consumers expect instant access to their money. Learn how promoting rapid transfers can improve customer experience, strengthen relationships, and increase digital banking engagement.

We are excited to welcome Kyle Bacchus and Will Clements to our Naples team as of counsel in the Estate, Trust & Wealth Preservation Practice Group. They’re both established and respected advisors in the Southwest Florida region, making them ideal additions to our team. #QuarlesGreaterTogether

Monitoring giving levels year-round is essential for churches to avoid surprises and make informed decisions amid market volatility. Our third article in our series on financial ratios explores how to analyze income ratios to understand future cash flow and plan ahead. Read more to learn how your church can use income ratios to support proactive stewardship: https://hubs.la/Q04s5GV10 #ChurchFinance #FinancialHealth #IncomeRatios

Learn new intercompany transaction reporting requirements and what U.S. multinationals with U.K. operations should know, like next steps and data challenges.

Quality performance is a determining factor in hospital payments under the CJR-X Model. See how hospitals can improve on the CJR-X quality measures.

Explore how AI-enabled GRC helps organizations enhance governance, streamline audit processes, improve risk visibility, and support better decisions.

A former member of the UW-Madison crew team, Katie Hanes — an Estate, Trust & Wealth Preservation partner — appreciates the power of teamwork, focus and moving toward a common goal. She brings that same collaborative approach to helping clients navigate estate planning and trust administration matters. Learn more about Katie in this video. https://bit.ly/4z0rla3

Nonprofit CEO compensation can be tricky to navigate, as questions about what is appropriate often arise. We’ve outlined five answers to common questions about setting nonprofit CEO compensation, including how to determine a peer group for compensation comparisons, how to approach cost-of-living or merit increases, and more. Read more to learn the answers to these questions: https://hubs.la/Q04rZ0lq0 #CEOCompensation #NonprofitCompensation

Learn how to increase digital deposits at your financial institution with technology and digital integration strategies.

Explore how contractors can attract, retain, and develop the people they need to grow, strengthen leadership pipelines, and build a more resilient business.

A CMS rule implements OB3 statutes limiting provider taxes used to finance Medicaid programs. See the impact on providers and how to prepare for the changes.

Explore how Dynamics 365 Lead Table can help improve CRM data quality, align marketing and sales, and support growth opportunities.

🎉Thank you for 10+ Years! ⭐ AIM CU ⭐ Gogebic County FCU ⭐ Harvard Community CU ⭐ Joliet Municipal CU ⭐ Lennox ECU #Sharetec #CreditUnions #Anniversary

Real estate investigations can reveal hidden relationships, affiliations, and patterns that transaction files alone may not show. Find hidden risks to watch.

If you’re considering a transaction, be sure to hear this week’s episode of Tackling Tax, which will focus on M&A through the lens of state and local tax.

Qualified health plans on the Federally-Facilitated Exchanges are subject to wait time standards and secret shopper survey requirements. See how to comply.

Teams too often rush to familiar solutions instead of stepping back to diagnose the real problem. Advanced analytics and artificial intelligence can help.

The Senate has released legislation that would fund the government through December 11, providing an extension before current funding expires on September 30.

We are thrilled to announce that Dan Quigley has joined the firm as a Phoenix-based partner in our Litigation & Dispute Resolution Practice Group. He advises clients in all areas of commercial litigation, handling cases that involve a broad array of matters, including large-scale antitrust, intellectual property, cannabis, real estate, and business and partnership disputes. Welcome, Dan! #QuarlesGreaterTogether