Insights
Employee Benefit Plans Alert – January 2024
Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for January 2024.
PKF O’Connor Davies Welcomes Robert Philipson & Company
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the addition of Robert Philipson & Company, effective January 1, 2024.
Global Mobility: Taxation of 401(k) Payments in Non-U.S. Jurisdictions — Germany
The U.S.-German tax treaty allocates the right to tax 401(k) payments that German tax residents receive solely to Germany.
The Secret Ingredient for A Successful Dental Team
In the current employment market, dental practices are struggling to find qualified team members.
IRS Announces New ERC Voluntary Disclosure Program
The IRS announced a voluntary disclosure program for taxpayers who believe they have received the Employee Retention Credit erroneously.
2023 Private Foundations Year-End Wrap Up
As the year comes to a close, we are reminded of the complex issues and opportunities available to private foundations.
PKF O’Connor Davies Publishes 2023 Edition of Dental Practices by the Numbers
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the release of its 2023 Edition of Dental Practices by the Numbers at the 99th Annual Greater New York Dental Meeting.
IRS Launches Transfer Pricing Initiative to Review Intercompany Transactions of Multinational Groups
The Internal Revenue Service (IRS) has launched an initiative to identify taxpayers that may not be compliant with U.S. transfer pricing rules [§482 of the Internal Revenue Code (IRC) and regulations thereunder].
NYDFS Announces Second Amendment to Cybersecurity Regulations
Last month, the New York State Department of Financial Services released a second amendment to its cybersecurity regulations.
Webinar Replay: Value Series for Private Business Owners: Getting Your House in Order – Preparing for Business Succession
We invite you to watch this webinar for an engaging, informative and illustrative discussion on steps to take for effective […]
IRS Delays $600 Threshold Reporting Requirements for Form 1099-Ks
With 2024 right around the corner, taxpayers should be aware of the $5,000 reporting requirements from TPSOs.
PKF O’Connor Davies Welcomes Ilyana Ezhaghi as Partner
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced Ilyana Ezhaghi as a new partner within the organization’s tax practice.