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.
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.
7 Essential Policies for Your Private Club in 2025
Evaluating your policies annually is not only good corporate hygiene but critical for sound decision-making and effective management.
Using AI to Transform Your Supply Chain: 4 Critical Tips for Manufacturers
AI integration has helped companies reduce costs, improve product quality and enhance efficiency, compliance and risk management.
Path to Recovery: Tax Relief for Those Impacted by Natural Disasters
Being aware of the U.S. tax laws designed to help victims get back on their feet can offer some relief.
Charity Scams in the Aftermath of Disasters
We cover tactics scammers use and ways to protect your foundation in the aftermath of disasters.
7 Cybersecurity Predictions for 2025
Here we offer seven predictions covering trends and developments in cybercrime, organizational priorities and the regulatory environment.