Articles

Marc Rinaldi, Partner-in-Charge of Financial Services, was featured in the third edition of Technology Traps Wealth Managers Must Avoid.

If you’re considering a sale this year or in 2023, now is the time to get prepared. Start by checking these critical deal success factors.

According to recent surveys conducted by Give.org, 60% of respondents rate the importance of trusting a charity before donating as essential. While 33% of donors rate charity impact information as being very important to their giving, another 50% admit to not fully knowing what this means.

As described in Part 1 of this series, the proposal includes climate-related disclosures in Regulation S-K and Regulation S-X under the rationale that the required disclosure is fundamental to investors’ understanding of the nature of a registrant’s business and its operational prospects as well as financial performance and, therefore, should be presented together with other disclosure of the registrant’s business and financial condition.

Not-for-profit (NFP) or exempt organizations are generally required to file an annual federal form regarding their finances, activities and governance practices.

The U.S. Securities and Exchange Commission (SEC) recently released for public comment an extensive set of proposed climate-related disclosures for domestic and foreign registrants to provide in their registration statements and annual reports.

Earlier in the month, the Securities and Exchange Commission (SEC) proposed amendments to its existing rules to enhance and standardize its cybersecurity regulations.

Whether your institution’s portfolio is $10 million, $100 million, $250 million or more, safeguarding and strategically growing it is vital to the current success and future growth of your operations.

While it’s no surprise that numerous challenges are affecting this year’s tax filing season for individual and trust returns, we’re experiencing a significant delay in receiving tax documentation from our clients.

The message from stakeholders is growing louder with each passing year. People expect and demand that the companies they work for, buy from, invest in and engage with focus on their impact and work to make the world a better place.

Cyber criminals certainly rise to the occasion as you will see in this issue of Cyber Roundup. Let the Cybersecurity team at PKF O’Connor Davies help you fight back on cyber criminality, keep your data safe and secure it from inside and outside bad actors. Read more.

In this Thought Leadership article, we have summarized some employee benefit changes and reminders that our busy clients should be aware of for this quarter.