Insights
PKF Clear Thinking’s Patrick Diercks Named Plan Administrator for Charming Charlie Holdings, Inc.
PKF Clear Thinking, LLC, the award-winning business advisory firm and subsidiary of PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that Patrick Diercks, a Partner of the Firm, has been named Plan Administrator of Charming Charlie Holdings, Inc.’s confirmed Plan of Liquidation, effective November 28, 2022.
The Private Foundation and Its Artwork
For private foundations with art collections or those anticipating receipt of artwork, valuation, donation and preservation are key areas of consideration. In this article, we aim to provide some of the more relevant considerations for private foundations with respect to artwork.
Cyber Roundup – December 2022
Long gone are the days when to be a “hacker,” you needed significant drive and technical knowledge to be a real threat.
PKF O’Connor Davies Expands to New Office Location in Hauppauge, New York
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, is excited to announce the new location of its Hauppauge, New York, office, opening at 878 Veterans Memorial Highway.
PKF O’Connor Davies Welcomes Joseph J. D’Auria as Partner
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that it has hired Joseph J. D’Auria as Partner.
Employee Benefit Plans Alert – Winter 2022
The Employee Benefit Services Group at PKF O’Connor Davies is available to assist employers with all aspects of employee benefit plan compliance.
Get the Right Value – Don’t Do It Alone with One Buyer
Financial buyers deploy significant resources to contact private companies to purchase a company below its true market value. Before agreeing to sell, here are some important Do’s and Don’ts for sellers to consider. Read more.
Incentive Stock Option Planning in a Volatile Market
Taxpayers across many industries receive stock option grants as part of their compensation packages. There are multiple types of stock options, each of which yields unique tax results.
Webinar Replay: 15th Annual Private Foundations Executive Symposium
Watch this Zoom recording of our 15th Annual Private Foundations Executive Symposium to explore cutting-edge issues and topics affecting the […]
PKF O’Connor Davies Welcomes William Conron as Partner
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that it has hired William Conron as Partner.
Massachusetts Millionaires Tax Passes
Beginning in 2023, taxable income over $1 million on any Massachusetts income tax return will be taxed an additional 4% on top of the State’s current income tax (which is 5% for all income except short-term capital gains which are taxed at 12%).
Excise Tax on Executive Compensation for Tax-Exempt Organizations
This article provides technical information on the excise tax, IRS statistical data and oversight, and some valuable considerations when entering into new or redesigning executive compensation