Grassi

Each year, we recognize team members who bring our values to life through their actions, decisions, and commitment to one another.

At Firm Day, we celebrated this year's Culture Coin honorees, individuals who help shape the strong, connected culture of our employee-owned firm:

• Possess A Vision for Client Success - Thomas Moranzoni and Brianna Otto
• Leadership Presence in Markets We Serve - Max Joseph
• Demonstrate Dignity, Integrity & Respect - Paul Franco and Kristen Laurin
• A Commitment to Growth and Excellence - Sharon Yan and Jim Ferrone
• Entrepreneurial in Our Approach - Angela (Royea) Hosler
• The Power of Connectivity - Nitish Nimgaonkar

Their impact is reflected in how we collaborate, take ownership, and move Grassi forward together. Congratulations to all of our honorees.

The Office of Management and Budget’s latest proposal may reshape the federal grant landscape for organizations that rely on federal funding.

The proposed Uniform Grants Regulation would replace the current Uniform Guidance framework with a more centralized structure, potentially introducing expanded compliance requirements, increased oversight, and a more structured review process.

Read the article here: https://www.grassiadvisors.com/blog/omb-proposes-overhaul-to-federal-grant-rules-moving-from-guidance-to-regulation/?utm_campaign=Social26&utm_source=Facebook&utm_medium=Social

Beginning July 1, 2026, New York City will introduce an annual surcharge on certain residential properties not used as a primary residence.

For affected property owners, the valuation and applicability rules require careful review. Assessing potential exposure and modeling the impact early can support more informed planning.

Read more about the implications and planning considerations: https://www.grassiadvisors.com/blog/new-york-enacts-annual-pied-a-terre-tax/?utm_campaign=Social26&utm_source=Facebook&utm_medium=Social

Nasdaq is raising the bar for S**C listings, with implications beyond deal size.

Higher thresholds for market value, public float, and shareholder distribution are pushing IPO readiness earlier and increasing focus on investor support and long-term compliance.

Read more about these changes here: https://www.grassiadvisors.com/blog/nasdaq-raises-spac-listing-thresholds-as-broader-exchange-standards-tighten/?utm_campaign=Social26&utm_source=Facebook&utm_medium=Social

Firm Day 2026 celebrated “The Ownership Mindset” and the values that define our culture, including accountability, innovation, and a shared commitment to building the future.

At Grassi, ownership goes beyond structure. It shapes how we think, work, and grow together. As employee-owners, each of us contributes to the success of our clients, our teams, and the firm.

Thank you to everyone who brings this mindset to work each day and made Firm Day 2026 a meaningful reflection of what we continue to build together.

Congratulations to Louis Grassi Grass on being named a 2026 Long Island Press Power List ICON.

Lou’s more than four decades of guiding Grassi, including advancing an employee-owned model, reflect a consistent commitment to the firm, its clients, and the profession.

Learn more about Lou's well-deserved recognition here: https://www.longislandpress.com/2026/06/09/long-islands-most-influential-leaders-to-be-honored-at-the-2026-long-island-press-power-list/

Grassi will be attending Planet MicroCap Las Vegas 2026 from June 16–18.

Bringing together investors, management teams, and capital markets professionals, the conference offers opportunities to exchange ideas, build connections, and gain insight into the trends shaping today's market environment.

Join Matthew Lombardo, James McIntosh, and Sandra Stella at the event: https://www.meetmax.com/sched/event_130817/conference_home.html?bank_access=0&event_id=130817

Grassi Healthcare Advisors is proud to be at the LeadingAge New Jersey & Delaware 2026 Annual Meeting + Expo, June 16–18, bringing together leaders across senior living and aging services to address the future of care.

Jaime Rapps and Hassan Khan will present Smart & Compliant: Navigating HUD's Tech-Enabled Oversight Landscape on Thursday, June 18, sharing practical insights on evolving compliance expectations.

Join Grassi's Joseph Tomaino, Jaime Rapps, Hassan Khan and Chris Fifis at the event: https://leadingagenjde.org/2026-annual-meeting-expo/

For contractors, tax planning isn’t a once-a-year activity; it’s a year-round strategy.

With long project cycles and tight margins, proactive income tax planning can help preserve cash flow and keep more capital available to support your operations.

Read the full article here: https://www.grassiadvisors.com/blog/tax-planning-strategy-for-contractors/?utm_campaign=Social26&utm_source=Facebook&utm_medium=Social

Grassi’s Nonprofit Advisors will attend the IAC's 14th Annual Conference: Human Connection, bringing together nonprofit leaders to explore the relationships, insights, and collaboration that strengthen mission‑driven organizations.

David Rottkamp, Vanessa Gordon and Tina Chirico will be in attendance, connecting with nonprofit executives and sharing perspectives on how financial clarity supports sustainable impact and informed decision‑making.

Learn more about the conference:
https://iacny.org/event/human-connection-iacs-14th-annual-conference/