PKF O’Connor Davies Ranked #9 on Vault’s 2026 Accounting 25
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that it has been ranked #9 on Vault’s 2026 Accounting 25 list.
Key Considerations for Grantmaking to 501(c)(4) Organizations
With proper due diligence and alignment with your foundation’s values, these grants can be both permissible and impactful.
Rethinking Retirement: A Vision for Redesigning Social Security
As conversations around retirement security and Social Security reform gain momentum, this article presents a forward-looking perspective.
Protect Your Organization From These Four Fraud Risks
The authors explore four types of fraud commonly affecting not-for-profits in Mitigating Fraud at Your Not-for-Profit: Lessons Learned.
When Investment Returns Become a Risk: Understanding Arbitrage Rules for Local Governments
Arbitrage rules are in place to prevent governments from undermining the original intent of tax-exempt bonds.
New Executive Order for U.S. Treasury: No More Paper Checks
Companies with global mobility programs, non-resident individuals and foreign entities with activities in the U.S. should review their processes now.
Sweeping New Exemptions on the Reporting of Beneficial Ownership Information (BOI)
We have been closely following the see-saw of changes and updates to which businesses must report beneficial ownership information (BOI).
PKF Investment Banking Closes Sale of Quality Controls, Inc. to United Flow Technologies
PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies Advisory LLC, announced today that it represented Quality Controls, Inc. (“Quality Controls”) in the sale of its business to United Flow Technologies (“UFT”), a portfolio company of H.I.G. Capital, LLC (“H.I.G. Capital”).
Exploring the Tariff Environment: Insights on Retail and Consumer Product Companies
On April 2, 2025, President Donald Trump announced a 10% tariff on all imports and higher rates for certain countries.
What Not-for-Profits Should Know as USAID Faces Shutdown
A federal appeals court ruling on Friday, March 28 resulted in the formal closing of the US Agency for International Development (USAID).
Five Ways Cyber and Technology Due Diligence Create Value for Your Business
Strategic cyber and technology due diligence can protect a business and, even further, unlock opportunities for growth.
New IRS Relief for Employee Retention Credit Recipients
The IRS recently updated its guidance on how taxpayers should account for the employee retention credit (ERC) for income tax purposes.