Articles
IRS is Time-Barred from Assessing Gift Tax
The AICPA Journal of Accountancy published an article summarizing a recent Tax Court decision written by members of the PKF O’Connor Davies estate tax team.
IRS Pauses Processing New ERC Claims, Plans Program for Businesses to Address Improper Claims
Effective immediately, the IRS indicated major changes to its processing of the Employee Retention Credit (ERC).
Cryptocurrency: An Overview of Global, Regional and National Regulations
Cryptocurrencies are used by over 400 million people around the globe, but most countries don’t have regulations for cryptocurrencies.
Regulations Recently Issued on Roth Catch-up and Form 8955-SSA
In this Alert, we will update our readers on two pension-related matters.
SEC Proposes to Increase Frequency of Broker-Dealer Reserve Requirements Computations
In response to concerns regarding the protection of customer assets, the SEC has proposed to amend the Customer Protection Rule to increase the frequency of customer and PAB reserve computations
Planning for an Artist or Collector-Endowed Foundation
For artists and collectors alike, grappling with their posthumous legacies and estate plans can be complicated and, quite frankly, overwhelming.
Value Creation and the CFO | Part 2: Value Creation Strategies
This article focuses on several ways to optimize value, including customer pricing to reflect rising market costs, negotiating existing supplier costs and targeting suitable acquisitions.
Cyber Roundup – August 2023
As summer is coming to an end, there’s no let-up to cyber-criminal activity.
Chemicals Sector Quarterly Update: Key Themes and M&A Trends
With the exception of a few bright spots, volume declines continued throughout the second quarter of 2023 across chemical end-markets.
So, you’re considering a HUD 223(f) Loan/Refinance?
There are a number of terms, qualifications and guidelines to keep in mind when considering if the 223(f) program is right for your organization.
Is Your NFP Prepared for Its Financial Statement Audit?
As summer winds down, many organizations with a June 30 fiscal year-end begin to prepare for their annual financial statement audit.
Sustainability and ESG Perspectives
To help our clients stay informed, we are pleased to introduce this informative newsletter, presenting detailed analyses of the latest developments in the sustainability advisory and attest sector.