Insights
CFPB’s Advisory Opinion on Application of RESPA Section 8
If you and/or your business provides service(s) on the settlement of an approved residential home purchase, you are going to want to ensure that you are in conformity with the Real Estate Settlement Procedures Act (RESPA).
PKF O’Connor Davies Advisory Appoints New Board Members
PKF O’Connor Davies Advisory LLC, the independently owned tax and business advisory practice operating under the PKF O’Connor Davies brand name, today announced the appointment of three new Board Members.
Cyber Roundup – March 2023
Businesses continue to be held accountable for their failures to protect against electronic intrusive breaches to their data.
Mitigating Solvency Risk with Enhanced Treasury Management Oversight and Due Diligence
Venture capital and private equity firms, along with other organizations, are putting added emphasis on reviewing their own treasury management policies and procedures in order to safeguard their capital.
FINRA Provides Guidance for Broker-Dealers in Wake of Recent Bank Failures
By Harley Aronoff, Partner; Rachel DiDio, Partner; Vic Peña, Partner and Anthony Sebastiani, Supervisor The recent failures of Silicon Valley Bank […]
PKF Investment Banking Welcomes Alberto Sinesi
PKF Investment Banking (PKFIB), the investment banking affiliate of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the hiring of Alberto Sinesi as Director.
Recent Banking Uncertainty Underscores Need for a Treasury Management Gap Analysis
Recent Silicon Valley Bank and Signature Bank events leading to uncertainty in the middle-market banking space is creating the need for a renewed focus on treasury management and related risk management.
IRS Proposed Rule: Forfeitures in Retirement Plans
The IRS released a proposed rule on the use and timing of forfeitures in retirement plans.
Protecting Your Business from Cyber Fraud During a Financial Crisis
There are a significant number of questions that still have to be answered; however, there is one certainty – cybercriminals are opportunists and will leverage the recent banking collapse to their advantage.
Banking Crisis Ripe for Cyber Criminals – Don’t Fall Victim
On Friday, March 10, 2023, Silicon Valley Bank became the second largest bank failure in U.S. history. The bank collapsed in just over two days’ time, following a massive surge in requests for withdrawals from their depositors.
Value Creation and The CFO
In this first article of a four-part series, Roman theorizes that a finance function, lead by a CFO, can be the key to creating and protecting business value.
PKF O’Connor Davies’ Valerie Imondi Receives 2023 Hudson Valley Top Forty Under 40 Mover and Shaker Award
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that Valerie Imondi, Business Solutions Senior Manager, has been honored with a Hudson Valley Top Forty Under 40 Mover and Shaker Award by the Dutchess County Regional Chamber of Commerce.