Insights
Cyber Roundup – January 2022
In terms of cybersecurity (or lack thereof), the year 2022 starts out petty much as it ended in 2021: cyber criminals of all stripes are actively pursuing information from your computer system so they can leverage it on their behalf.
PKF O’Connor Davies Named to Forbes’ America’s Best Tax and Accounting Firms 2022
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today it has been named to Forbes’ America’s Best Tax and Accounting Firms 2022 list.
PKF O’Connor Davies Hires Harley Aronoff as Partner
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, today announced that it has hired Harley Aronoff to serve as Partner, PCAOB Quality Assurance Leader.
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 […]
Taking Your Fund Private: Is it Time to Transition your Fund to a Private Family Office?
An increasing number of investment fund managers are deciding to return outside investor capital and turn their focus to their family wealth … as well as their personal lives.
Rhode Island Announces New Estate Tax Forms and Filing Thresholds
Prior to January 1, 2022, residents and non-residents of Rhode Island filed either RI Form 100 or Form 100A to report the value of estates at date of death and any related tax amounts that were due.
PKF O’Connor Davies Appoints Truphena Martin Diversity, Equity and Inclusion Manager
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, is pleased to announce the appointment of Truphena Martin to the position of Diversity, Equity and Inclusion (DE&I) Manager effective January 1, 2022.
Another Step Ahead – Family Office Newsletter
December 2021As we continue to collaborate with contributing experts, we take another step forward to help our Family Office clients succeed […]
IRS Issues Guidance Regarding Tax-Exempt LLCs
The Notice defines the current standards a Limited Liability Company (LLC) must satisfy to receive an IRS determination letter and be recognized as tax-exempt under section 501(a) of the Internal Revenue Code (IRC) and as described in section 501(c)(3).
Responding to Calls for Catholic College and University Endowments to “Care for Our Common Home”
Catholic colleges and universities are increasingly divesting from fossil fuels as part of their efforts to put into action Pope Francis’ encyclical on care for creation, “Laudato Si’, on Care for Our Common Home.”
Cyber Roundup – December 2021
At the height of the cheesecake holiday season, there’s a cream cheese shortage. Who would have thought it was due to a cyber-incident?
The Relationship between Non-Cash Assets and Charitable Giving
Families and individuals are reevaluating how they view their wealth and are far more aware of their own mortality.