Essential Considerations for Launching and Growing an Investment Firm
Early-stage decisions — structuring the firm, selecting vendors and designing governance frameworks — have lasting impacts.
Are Foundations in the Crosshairs of Recent Administration Priorities?
There seems to be a call to action for foundations to ensure compliance with state and federal laws.
Update on the Federal Government’s Effort to Pause Certain Financial Assistance Programs
This is the latest in a recent string of legal and court mandates concerning the administration’s attempts to rein in government spending.
Case Study: Valuation of Marketing Services for Partnership Agreement and RESPA Compliance
A large, publicly traded financial services company was in negotiations with a mortgage lender to provide marketing services to its cardmembers on behalf of the lender.
The Dental Amigos, Episode 134 – David Goodman, CPA: “Dental Practices by the Numbers”
Don’t miss the latest episode of The Dental Amigos podcast, where David J. Goodman, Partner and Leader of our Dental […]
PKF O’Connor Davies Welcomes Darryl Wegner as Managing Director
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that it has hired Darryl Wegner as Managing Director in its Forensic, Litigation and Valuation practice.
PKF O’Connor Davies Named a 2025 ‘Best Company to Work for in New York’
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that it has been named one of the “Best Companies to Work For in New York” by the Rochester Business Journal and the New York State Society for Human Resources Management for the second consecutive year.
Employee Benefit Plans Alert | Winter 2025
This edition offers new guidance on: Catch-up Contributions, Auto Enrollment, Affordable Care Act Reporting Changes and more. Read on.
Unlocking Potential – A Closer Look at Private Operating Foundations
A private operating foundation utilizes its resources to actively conduct its own mission-related exempt activities.
Webinar Replay: Smart Strategies for Lowering Your Cooperative Housing Corporation and Condominium Property Taxes
We invite you to watch this informative webinar tailored for NYC co-op and condo owners looking to navigate property taxes […]
Manufacturing Matters Podcast – Cybersecurity in Manufacturing with Thomas DeMayo
From ransomware threats to business continuity disruptions, manufacturers are prime targets for cyberattacks. In the latest episode of the “Manufacturing […]
How New Administration Priorities May Impact Public Sector and Nonprofit Organizations
Recently enacted policies by President Trump may impact public sector entities and nonprofit organizations.