2018/2019 Year-End Tax Planning Tips
As the year comes to a close for some private foundations, there are a number of tax planning tools and year-end measures that we have compiled to help mitigate any excise tax on net investment income and prevent some common pitfalls that could result in other types of excise taxes.
Cyber Roundup – October 2018
As we say often, the objective of our Cyber Roundup is to inform our readers of what’s going on in the cyberworld — much like reading alerts about various health threats posted by medical news sites.
Proposed Changes to Government Auditing Standards
The U.S. Government Accountability Office (GAO) has proposed changes to Government Auditing Standards (GAS).
Managing Employee Stock Ownership Plan (ESOP) Repurchase Liability
Many ESOP corporations are presented with the challenge of maintaining an ESOP over the long-term.
How Organizations Can Reduce or Contain Costs
Every organization recognizes the importance of producing and delivering product, services and programs in the most efficient manner possible.
Current Consolidation Guidance for NFPs That Are GPs/LPs in For-Profit Limited Partnerships
Recently, we received a number of inquiries from our not-for-profit clients regarding rules requiring consolidation of certain affiliated entities, particularly those surrounding affordable housing.
Tapping into the Nonprofit Next Generation
Move over, baby boomers. Millennials are officially the largest generation in U.S. history. Here are five things nonprofit leaders should keep in mind to bring millennials on board.
Barbara Bel and Gemma Leddy were recognized by Crain’s New York Business Magazine
Barbara Bel and Gemma Leddy were recognized by Crain’s New York Business Magazine’s 2018 listing of Notable Women in Accounting and Consulting.
PKF O’Connor Davies Shortlisted for 3 Family Wealth Alliance Best in the Industry Awards
Family Office Services Division recognized for family office accounting services, superior client experience, leading multifamily office
Avoiding a Transfer Pricing Audit: Three Best Practices for Multinationals
Transfer pricing has gained notoriety in recent years as more and more organizations conduct business internationally.
Eric Gelb was quoted in a recent article by Wealth X
Congratulations to Eric Gelb for his involvement in a recent article by Wealth X – a leading source of data and insights for the financial services and luxury industries.
PKF O’Connor Davies Hires Cheri Mazza as Partner
PKF O’Connor Davies, LLP, the nation’s 29th largest accounting and advisory firm, announced today it has hired Cheri R. Mazza. Mazza will serve as a business valuation and financial forensics partner specializing in forensics, valuation and litigation support.