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Put Your Nonprofit’s Cybersecurity to the Test with Penetration Testing

How well does your nonprofit’s cybersecurity program protect you from hacking? Penetration (pen) testing helps find vulnerabilities so you can, if necessary, strengthen your defenses.

Location: /learning/insights/put-your-nonprofit-s-cybersecurity-to-the-test-with-penetration-testing/

Navigating Connecticut’s Commercial Real Estate Tax Incentives

This guide outlines the most current and impactful tax incentives available to developers, investors, and property owners as of mid-2025.

Location: /learning/insights/navigating-connecticut-s-commercial-real-estate-tax-incentives/

Whittlesey Plain English Answers to CMMC Questions

We’ve outlined the most frequently asked questions about CMMC compliance and how your organization can begin preparing now.

Location: /learning/insights/whittlesey-plain-english-answers-to-cmmc-questions/

QuickBooks Users: It’s Time For A Mid-Year Review

Working with cluttered QuickBooks records can be frustrating. Take the time now to inactivate old accounts, merge duplicates, and delete what you no longer need. It can save you hours (and headaches) at year end.

Location: /learning/insights/quickbooks-users-it-s-time-for-a-mid-year-review/

What the One Big Beautiful Bill Act (OBBBA) Means for You and Your Business

The One Big Beautiful Bill Act (OBBB) has been signed into law, introducing major tax changes effective in 2025. Learn how the new rules may affect your planning and what steps to consider now.

Location: /learning/insights/what-the-one-big-beautiful-bill-act-obbba-means-for-you-and-your-business/

Significant Business Tax Provisions in the One, Big, Beautiful Bill Act (OBBBA)

The One Big Beautiful Bill Act (OBBBA), signed into law, introduces significant tax changes effective in 2025. Here is a summary of some of the most impactful provisions.

Location: /learning/insights/significant-business-tax-provisions-in-the-one-big-beautiful-bill-act-obbba/

What Taxpayers Need to Know About the IRS Ending Paper Checks

Important changes are coming: The federal government will soon stop issuing paper tax refunds and Social Security checks. Here's what you need to know.

Location: /learning/insights/what-taxpayers-need-to-know-about-the-irs-ending-paper-checks/

Sustainability in Business: Trends, OBBBA Impacts, and Strategic Challenges in 2025

Business owners: Do you want to continue taking an environmentally conscious approach to your operations? Here’s a look at where things stand regarding the business case for sustainability and disappearing tax breaks.

Location: /learning/insights/sustainability-in-business-trends-obbba-impacts-and-strategic-challenges-in-2025/

The OBBBA Includes A Game-Changer For Business Payment Reporting

Starting next year, the federal government is finally updating a burdensome business tax filing requirement. The One, Big Beautiful Bill Act (OBBBA) contains a major overhaul to this outdated IRS requirement.

Location: /learning/insights/the-obbba-includes-a-game-changer-for-business-payment-reporting/

The One, Big, Beautiful Bill Act Extends Many Business-Friendly Tax Provisions

There are a wealth of business-related tax changes in the One, Big, Beautiful Bill Act.

Location: /learning/insights/the-one-big-beautiful-bill-act-extends-many-business-friendly-tax-provisions/

How Will The One, Big, Beautiful Bill Act Affect Individual Taxpayers?

Broad changes are in store for individual taxpayers under the One, Big, Beautiful Bill Act.

Location: /learning/insights/how-will-the-one-big-beautiful-bill-act-affect-individual-taxpayers/

The New Law Includes Favorable Changes For Depreciating Eligible Assets

Some of the biggest and best changes in the new tax law involve the rules for depreciating business assets. Here’s how you can benefit.

Location: /learning/insights/the-new-law-includes-favorable-changes-for-depreciating-eligible-assets/

What Families Need To Know About The New Tax Law

The sooner you start planning for the changes in the One, Big, Beautiful Bill Act, the better positioned you’ll be. Here are some of the new provisions affecting families.

Location: /learning/insights/what-families-need-to-know-about-the-new-tax-law/

What You Still Need To Know About The Alternative Minimum Tax After The New Law

Don’t assume you’re exempt from the alternative minimum tax. The One, Big, Beautiful Bill Act increases the odds for some taxpayers, thanks to unfavorable changes that will take effect in 2026.

Location: /learning/insights/what-you-still-need-to-know-about-the-alternative-minimum-tax-after-the-new-law/

Katrina Olson Shares Nonprofit Software Change Tips in The Hartford Business Journal

Whittlesey’s Katrina Olson was recently featured in the Hartford Business Journal with tips for nonprofits planning a software change.

Location: /news-events/katrina-olson-shares-nonprofit-software-change-tips-in-the-hartford-business-journal/

Whittlesey Named a Top 200 Accounting Firm by INSIDE Public Accounting for 2025

Whittlesey, the largest Connecticut-based CPA firm, was named a Top 200 Firm by INSIDE Public Accounting's for 2025.

Location: /news-events/whittlesey-named-a-top-200-accounting-firm-by-inside-public-accounting-for-2025/

Whittlesey Announces Team Promotions 2025

Whittlesey is thrilled to announce the promotion of team members across Connecticut and Massachusetts.

Location: /news-events/whittlesey-announces-team-promotions-2025/

Connecticut Issues New Technical Bulletin: Key Changes for State-Funded Nonprofits

The State of Connecticut Office of Policy and Management has issued important updates affecting nonprofit organizations that receive state funding. A new Technical Bulletin outlines changes to State Single Audit reporting requirements, effective for fiscal years beginning on or after July 1, 2024. These updates are crucial for compliance in upcoming audits.

Location: /learning/insights/connecticut-issues-new-technical-bulletin-key-changes-for-state-funded-nonprofits/

Teachers And Others Can Deduct Eligible Educator Expenses This Year — And More Next Year And Beyond

Are you an educator spending money out of your pocket on classroom supplies? You may be eligible for a tax break.

Location: /learning/insights/teachers-and-others-can-deduct-eligible-educator-expenses-this-year-and-more-next-year-and-beyond/

What Banks Need to Know Under OBBBA: Compliance & Strategic Opportunities

The recently enacted One Big Beautiful Bill Act (OBBBA) reshapes corporate and individual tax provisions and introduces new reporting obligations. Below is a summary of the provisions most relevant to banks and the steps we recommend.

Location: /learning/insights/what-banks-need-to-know-under-obbba-compliance-strategic-opportunities/