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.
Maximizing the Benefits of Highly Appreciated Securities
Donating highly appreciated securities often provides private foundations with greater tax benefits than cash donations.
Webinar Replay: Washington D.C. Update – Legislative Considerations Affecting the Philanthropic Community
Policymakers are becoming more focused on the philanthropic sector, leading to regulatory changes that create uncertainty for private foundations and […]
Demystifying Nonmember Revenue at Private Clubs
IRS Revenue Procedure 71-17 (RP 71-17) provides clear guidelines to help clubs manage nonmember revenue effectively.
PKF O’Connor Davies’ Bhakti Shah Recognized on ‘2025 NJBIZ Leaders in Finance’ List
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, has announced that Bhakti Shah, Partner in the Organization’s Cranford office, has been named to the ‘2025 NJBIZ Leaders in Finance’ List.
Essential Considerations for Launching and Growing an Investment Firm
Early-stage decisions — structuring the firm, selecting vendors and designing governance frameworks — have lasting impacts.
Four Key Strategies for Higher Education Institutions as Funding Challenges Grow
We’re sharing what we believe will be four key management strategies as institutions are faced with the challenges ahead.
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 […]