Insights
State Sales & Use Tax Audits on the Rise for Asset Management Firms
For certain states, the pandemic has plagued tax revenue severely.
Pandemic Recovery ‒ Preparing for the Challenges That May Lie Ahead
The upcoming Fall and Winter of 2021-2022 will present a new phase in our nation’s recovery from the pandemic.
Leslie Brown & Kathleen Mills Win 2021 NYSSCPA Emerging Leaders Award
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax, and advisory firms, is proud to announce that Leslie Brown and Kathleen Mills have each been named a 2021 Emerging Leader by the New York State Society of Certified Public Accountants’ (NYSSCPA) “40 Under 40” listing.
Webinar Replay: Construction and the Economy – Exploring the Effects of the Current and Future Financial Landscape
This webinar explores how the economic climate is impacting the construction industry, with a special focus on changing tax laws […]
Another Step Ahead – Family Office Newsletter
Successful family offices thrive because they continually seek knowledge and leverage the insight it produces.
Impact and Environment, Social & Governance (ESG) Investing
Impact and ESG investing has become a primary focus of many families, institutional investors and our regulators.
Fortify Your Family Office through Best Practices and Internal Controls
Single Family Offices (SFOs) are unique organizations and the saying that “no two family offices are alike” rings true for those who work in this industry.
Family Philanthropy: Bridging the Generation Gap and Working Together
Philanthropy is not just a “good” thing to engage in, it also provides a platform for establishing common ground and a means for perpetuating values.
Preparing the Next Generation for Ownership in a Dynamic World
Many parents are reluctant to share information for fear it will have a negative effect on their children, such as undermining their motivation to become self-sufficient or causing them to feel entitled.
Medicine is the New Frontier
Can we prolong life well into our 100s, and if so, how far? Can we do so in a state of vigorous health? Can we eliminate or control all disease?
The Biden Administration Tax Proposals
The Biden administration released its 2022 fiscal budget on May 28, calling for over $6 trillion of federal spending for the upcoming fiscal year, a 25% increase over the 2021 budgeted amount of $4.8 trillion.
IRS Updates Correction Program for Retirement Plans
The IRS has issued Revenue Procedure 2021-30 which updates its Employee Plans Compliance Resolution System (EPCRS).