Insights
How to Use Form 990 to Attract More Donors
Not-for-profit (NFP) or exempt organizations are generally required to file an annual federal form regarding their finances, activities and governance practices.
SEC Climate-Related Disclosures Proposal: Transparency or Regulatory Burden?
The U.S. Securities and Exchange Commission (SEC) recently released for public comment an extensive set of proposed climate-related disclosures for domestic and foreign registrants to provide in their registration statements and annual reports.
SEC Proposes Expanded Cybersecurity Rules
Earlier in the month, the Securities and Exchange Commission (SEC) proposed amendments to its existing rules to enhance and standardize its cybersecurity regulations.
Webinar Replay: American Rescue Plan Act – Reporting and Accounting Update
Watch this webinar for a timely reporting and accounting update on the American Rescue Plan Act (ARPA), co-hosted by Capital […]
Webinar Replay: SEC Proposed Cyber Rule – What Advisers and Funds Need to Know
On February 9th the Securities and Exchange Commission (SEC) issued proposed rules on how Registered Investment Advisers and Investment Companies (Funds) manage […]
Gap Analysis for Higher Education Institutions
Whether your institution’s portfolio is $10 million, $100 million, $250 million or more, safeguarding and strategically growing it is vital to the current success and future growth of your operations.
Webinar Replay: 2022 Tax Update For Small Business Owners
Christopher Migliaccio, Steven J. Eller and Nicholas Rochedieu were panelists at the “2022 Tax Update For Small Business Owners” webinar […]
PKF O’Connor Davies and Brosnan Risk Consultants Join Forces
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that it has entered into a strategic alliance with Brosnan Risk Consultants, the largest privately held security services company in America.
Now is the Time to Get Your Tax Documents to Us
While it’s no surprise that numerous challenges are affecting this year’s tax filing season for individual and trust returns, we’re experiencing a significant delay in receiving tax documentation from our clients.
How Organizations Can Close the Expectation Gap Between Stakeholders and ESG Initiatives
The message from stakeholders is growing louder with each passing year. People expect and demand that the companies they work for, buy from, invest in and engage with focus on their impact and work to make the world a better place.
Cyber Roundup – March 2022
Cyber criminals certainly rise to the occasion as you will see in this issue of Cyber Roundup. Let the Cybersecurity team at PKF O’Connor Davies help you fight back on cyber criminality, keep your data safe and secure it from inside and outside bad actors. Read more.
PKF O’Connor Davies Business Solutions Manager Mistie Carlon Named Top Forty Under 40 Mover & Shaker
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that Business Solutions Manager Mistie Carlon has been recognized as a Top Forty Under 40 Mover & Shaker by the Dutchess County Regional Chamber of Commerce.