Articles
The Impact of the New Lease Accounting Standard on Private Clubs
After many delays, the implementation date for the new lease accounting standard is right around the corner.
Tax Planning Strategies for Selling Your Business – Part 1
One of the best ways to increase and preserve your family’s wealth is smart tax planning.
Cyber Roundup – August 2021
As you may be aware, PKF O’Connor Davies specialists from various disciplines, including our IT consultancy practice, serve as the vCISO (a.k.a. virtual Chief Information Security Officer) for many outside businesses.
The Impact of Climate Risk Management on Quantitative Easing and Beyond
Climate risk is the latest existential threat in the portfolio of 2021 worries. While most Americans have endured a brutally hot, humid and inclement summer, it can be hard to see the connection between climate risk and the economy beyond higher prices for commodities, including fruits and vegetables, and related supply chain issues.
DOL Increasingly More Focused on Retirement Plan Cybersecurity
In the May 2021 Employee Benefit Plans Alert headlined Cybersecurity Guidance for Retirement Plans, the specialists in our Employee Benefit Plans Group discussed the recently-released guidance from the Department of Labor (DOL) Employee Benefits Security Administration (EBSA) regarding the importance of adopting comprehensive cybersecurity best practices.
PPP Loans Are Coming Due – Here’s What You Need to Know
Recipients of PPP loans have 10 months from the end of their 24-week covered period to apply for loan forgiveness before payments start coming due. For most loan recipients, that “due date” is right around the corner
Employee Retention Credit: IRS Issues Guidance as Congress Considers Shortening Its Lifespan
Ever since the employee retention credit (ERC) became available to a far wider range of businesses in December, both employers and practitioners have found themselves frustrated by the uncertainty that came with a new piece of the tax law.
State Sales & Use Tax Audits on the Rise for Asset Management Firms
For certain states, the pandemic has plagued tax revenue severely.
Pandemic Recovery ‒ Preparing for the Challenges That May Lie Ahead
The upcoming Fall and Winter of 2021-2022 will present a new phase in our nation’s recovery from the pandemic.
Another Step Ahead – Family Office Newsletter
Successful family offices thrive because they continually seek knowledge and leverage the insight it produces.
Impact and Environment, Social & Governance (ESG) Investing
Impact and ESG investing has become a primary focus of many families, institutional investors and our regulators.
Fortify Your Family Office through Best Practices and Internal Controls
Single Family Offices (SFOs) are unique organizations and the saying that “no two family offices are alike” rings true for those who work in this industry.