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.
Smart Savings, Bright Futures: A Family’s Guide to 529 Plans
529 Plans were created over 25 years ago and their purpose and benefits have stood the test of time, continuing to help families ease the burden of paying for rising educational costs.
Estate Planning and Gifting Strategies
It is important to remember that there is no one-size-fits-all model in estate planning. Learn more about key strategies to consider.
Successful Transitions | Tools and Insights for Business Succession
Read on for the top takeaways from our succession planning academy and key questions to consider when preparing to transition your business.
Transitioning Your Business: Critical Questions for a Winning Formula
We’ve found that asking the right questions can help kickstart succession planning for private business owners.
Top 6 Takeaways from Our Succession Planning Academy
PKF O’Connor Davies hosted the first Private Business Owners Succession Planning Academy with a comprehensive curriculum.
Webinar Replay: Navigating New Jersey Inheritance Tax – Essential Strategies for Success
Plan Smarter, Preserve More New Jersey no longer imposes an estate tax, but its inheritance tax continues to impact certain beneficiaries […]
Recent Developments Concerning the Federal Government’s Effort to Pause Grant, Loan and Other Financial Assistance Programs
Late on Monday, February 3, U.S. District Judge Loren L. AliKhan issued a temporary restraining order.
OCR Proposes Sweeping Changes to the HIPAA Security Rule
Changes have been proposed in response to the evolving nature of cybersecurity threats and the ever-increasing reliance on digital technology in health care.