Insights
Harnessing AI for Private Foundations: Strategies for Governance and Impact
As part of any implementation, a foundation should develop a comprehensive AI policy to help reduce risk and optimize efficiency.
Safeguarding Your Organization from Possible ACH Disbursement Fraud
Management must be vigilant in an ever-changing cyber environment as hackers become more creative and devious in their efforts.
PKF O’Connor Davies Named ‘Top Workplace’ in Western Connecticut
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that it has been named one of the Top Workplaces in Western Connecticut by Hearst Connecticut Media Group.
Uptick in Q2 M&A Transaction Volume
PKF Investment Banking anticipates a three to four percent increase in deal volume for 2024 compared to 2023.
Webinar Replay: Knowledge is Power – What the PCAOB’s Annual Inspection Report Related to Audits of Brokers and Dealers Means for You
We invite you to watch this informative webinar addressing lessons to be learned from the Public Company Accounting Oversight Board’s […]
Sunsetting of the Tax Cuts and Jobs Act on December 31, 2025
Since proper estate planning can take time to execute, now is the time to formulate your strategy.
The Grass May Not be Greener for Expatriates Leaving the U.S. for Tax Relief
A growing number of U.S. citizens have relinquished their citizenships, with many long-term permanent residents also giving up their green cards.
New HOTMA Requirements Set for January 2025 – Are You Ready?
Starting January 1, 2025, compliance is mandatory, and any non-compliance will be reported as a finding and require corrective action.
Asset Sales: Purchase Price Allocation
There are major tax implications for both the buyer and seller based on the classification of each asset in an asset sale.
Refresher on Self-Dealing – Scenarios and FAQs
“Self-dealing” is any direct or indirect transaction between a private foundation and a disqualified person.
Webinar Replay: Legitimacy: The Fuel Behind Success
PKF O’Connor Davies, Center for Private Business Owners invites you to watch this webinar which explores in preparing the next […]
IRS Announces New ERC Voluntary Disclosure Program 2.0
The IRS announced on August 15 the reopening of its Voluntary Disclosure Program for taxpayers who now believe they have received the ERC erroneously.