News & Insights

Summary: Published for National 401(k) Day, this blog covers the biggest employee benefit plan changes sponsors and fiduciaries should watch in 2026, from mandatory Roth catch-up contributions to new SECURE 2.0 amendment deadlines. Moore Colson partner Candace Jackson breaks down five key trends, including fiduciary risk, shifting participant expectations and the growing role of technology […]

According to CPA Trendlines’ CPA PE Deal Tracker, just over half of the nation’s top 30 accounting firms have now taken on outside capital, and only five firms ranked between the sixth- and 26th-largest remain independent. The trend holds at scale: roughly half of the top 50 largest firms have taken outside investment, and even […]

 Moore Colson is an independent firm, and that independence looks different depending on who you ask. For some, it’s opportunity. For others, it’s flexibility and stability. What ties it together is a partnership that puts clients and our people at the heart of every decision. Hear directly from our partners on what independence means […]

Key Takeaways The U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) issued a final rule on August 11, 2026, permanently ending beneficial ownership information (BOI) reporting requirements for U.S. companies and U.S. persons under the Corporate Transparency Act (CTA). The rule took effect August 14, 2026, and makes permanent the exemptions first introduced […]

Summary: A great concept gets a restaurant open. A financial plan is what keeps it open. Moore Colson Restaurant and Hospitality Partners Brian D. Renshaw and Jonathan Levens share what separates restaurants built to last from the ones that struggle, from rising food and labor costs to the real math behind opening a second location. […]

The IRS has made a midyear increase in the standard mileage rate for business vehicle use, including for cars, SUVs, vans, pickup trucks and panel trucks. These rates apply to gasoline- and diesel-powered vehicles as well as electric and hybrid ones. But whether the rate increase will impact your business depends on the vehicle expense reporting method […]

Summary: The 21st Century ROAD to Housing Act became law on July 11, 2026, restricting large institutional investors, defined as entities owning 350 or more single-family homes, from purchasing additional single-family properties with certain exceptions. Atlanta was specifically cited during Senate debate as one of the most impacted markets. The legislation also allows for priority […]

The phone rings. It is a private equity firm, a dental service organization or a hospital system making an unsolicited offer for your medical or dental practice. You weren’t planning to sell, but the number they mention makes you pause. This scenario is becoming all too common as healthcare continues to consolidate. According to the […]

Navigating public company status has always required significant time, resources and expertise. Over the past two decades, quarterly reporting cycles, Sarbanes-Oxley (SOX) compliance obligations and an ever-expanding set of disclosure requirements have steadily added to that weight. The SEC’s own data tells the story: the number of U.S. Exchange Act reporting companies has declined by […]

A new income tax deduction for qualified cash tips is in effect, and the rules just got clearer. The deduction, created under the One Big Beautiful Bill Act (OBBBA), went into effect last year and is scheduled to expire after 2028. After releasing proposed regulations in September 2025, the IRS has now published final regulations […]