Articles
SEC Risk Alert – Key Takeaways for Broker-Dealers Subject to Examination
The Alert details the selection process and provides insight into the types of documents and evidence that may be requested.
Is Your Accounting Policy Manual Up-to-Date?
Having an established and continuously maintained accounting policy manual is essential for any foundation.
A Winning Strategy: Corporate Accountability for Personal Devices
We share the following five best practices to help your financial services firm navigate this regulatory environment.
IRS Update on the Employee Retention Credit
On Thursday, June 20, 2024, the IRS announced updates on its handling of the remaining open Employee Retention Credit (ERC) claims.
Worldwide Tax Guide 2024/25
Our most comprehensive Guide to date covers the latest tax and business regulations for more than 150 countries.
Update on OMB’s Major Revisions to Uniform Guidance
It appears from the revisions that OMB recognizes the challenges some organizations face in trying to access federal grant monies. Read more.
US Tax Reporting Requirements of Australian Superannuation Pension Plan
One of the major differences between a Super plan and its U.S. equivalent is the source of its funding.
Employee Benefit Plans Alert – June 2024 Edition
Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for June 2024.
Not-for-Profits – 5 Risks and 5 Actions
Equip your not-for-profit organization with the tools it needs to maintain public confidence and support.
SEC Amendments to Regulation S-P: What Broker-Dealers and Registered Investment Advisors Need to Know
The new amendments consist of two primary components – the safeguard rule and the disposal rule.
Selling Your Business? Be Prepared for ERC Review
It’s no surprise that potential acquirers and investors are looking closely at target companies that have claimed or received ERCs.
Grantmaking to Religious Organizations
Even with very strict due diligence procedures in place, questions arise when a first-time grant to a place of worship doesn’t fit in nicely to a foundation’s existing processes, checklists, etc.