Grassi

Join us today at 12 PM ET as Grassi’s nonprofit advisors discuss grant compliance as an emerging risk for nonprofit organizations, including insights on compliance gaps, funder expectations, and stronger oversight and reporting practices.

Register to join David M. Rottkamp and Bryan Fryer, CPA: https://www.grassiadvisors.com/event/navigating-grant-compliance-a-growing-risk-area-for-nonprofits/?utm_campaign=Social26&utm_source=Facebook&utm_medium=Social

As Asian American, Native Hawaiian and Pacific Islander (AANHPI) Heritage Month comes to a close, we reflect on the values and perspectives that shape how we lead, collaborate, and contribute.

Jackie Honeycutt, International Tax Director, shares how respect for others has influenced her approach to building strong relationships and why creating space for different voices leads to better ideas and stronger teams.

Swipe to learn more.

For emerging managers starting a fund, entity structure is one of the first decisions and one of the most consequential for tax exposure.

In Uncorrelated Magazine, Grassi’s Financial Services Partner, Toni Mazzacca, breaks down a recent Fifth Circuit ruling and its implications for limited partnership structures and self-employment tax on fund income.

Read the full article here: https://issuu.com/uncorrelated/docs/uncorrelated_magazine_-_april_2026/83

Congratulations to Louis Grassi, CEO & Founder of Grassi, on being named an Executive Circle Honoree by Long Island Business News.

Selected among leading executives for his leadership, vision, and commitment to business performance and community impact, Lou has guided Grassi through more than 45 years of industry change, building a lasting impact on both the firm and the broader business community.

We are proud to celebrate this well-deserved honor. Read more on page 16: https://libn-ny.newsmemory.com/?special=Executive+Circle+Awards+2026

Technology investment is increasing across manufacturing and distribution, but how are organizations measuring its business value?

Grassi’s Manufacturing & Distribution Technology Survey captures real‑world perspectives on how leaders across NY and NJ are prioritizing technology investments, how ready they are to execute on those priorities, and the outcomes those investments are delivering, including margin improvement, operational efficiency, and resilience in an evolving operating environment.

Take the short survey and help shape the conversation: https://research.crain.com/jfe/form/SV_3gjl6Asg7YuWkVE?brand=gs

On Memorial Day, we remember those who made the ultimate sacrifice in service. We also honor the families and loved ones who carry that legacy forward every day. Wishing you a safe, restful, and meaningful holiday weekend.

Grassi is proud to recognize Jeff Agranoff, Chief Human Resources Officer and Operations Partner, as a 2026 Allies with Moxxie Award Honoree.

Presented by the Moxxie Mentoring Foundation, the award celebrates leaders who champion mentorship, inclusion, and the advancement of women in the workplace.

Jeff’s recognition reflects Grassi’s ongoing commitment to fostering an inclusive culture and supporting the advancement of women across the firm, including through initiatives such as the Grassi Women’s Council: https://www.grassiadvisors.com/about-us/diversity-equity-inclusion/?utm_campaign=Social26&utm_source=Facebook&utm_medium=Social

Grassi Healthcare Advisors will be featured speakers at the 2026 Arizona LeadingAge Annual Conference, taking place May 27–28 and convening executive leadership from Arizona’s nonprofit senior living and aging services communities.

On May 28, Jaime Rapps, CPA, Partner, and Nicolette Donovan, Audit Supervisor, will present “Healthcare Financial Metrics & Analysis: Using Data to Drive Strategic Decision‑Making,” sharing practical insights on how organizations can translate financial data into stronger operational and strategic outcomes.

Connect with our Healthcare Advisors at Arizona LeadingAge:
https://www.arizonaleadingage.org/event-6397805

The 2026 Construction Financial Management Association (CFMA) Annual Conference & Exhibition, taking place May 30–June 3, brings together construction finance professionals from across the country to discuss the evolving issues shaping the industry.

On June 1, Adam Canosa, CPA, MBA, Construction Advisory Principal at Grassi, will join Brian Kassalen of Baker Tilly for the session, “Let’s Talk About It: Your Questions on Emerging Issues in Construction Finance,” covering AI in accounting, joint ventures, ESOPs, CECL, and financial reporting considerations.

Join Grassi’s Adam Canosa and Ryan Costigan, Senior Consultant, at the conference: https://conference.cfma.org/

On May 19, 2026, the SEC proposed two changes aimed at simplifying public company reporting. For smaller companies and microcap issuers, the proposals could ease the path to the public markets and reduce the cost and complexity of being public.

Read our latest article for key considerations and what these changes could mean for your capital strategy: https://www.grassiadvisors.com/blog/sec-proposes-transformative-reforms-to-registered-offerings-and-filer-status/?utm_campaign=Social26&utm_source=Facebook&utm_medium=Social

We’re proud to support the Signature Events CEU Seminar taking place on May 27 in Whitestone, NY.

Grassi Healthcare Advisors’ CEO, Joseph Tomaino, MS, RN, will be a featured speaker, sharing insights on “Getting Peak Performance from Your Team,” a session focused on practical leadership strategies to help nursing home administrators strengthen team effectiveness and drive organizational success in today’s healthcare environment.

Learn how this Continuing Education Unit (CEU) event brings together long-term care professionals for timely education, peer engagement, and meaningful discussion: https://signatureeventsny.com/whitestone-ceu/