Insights
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.
School Bus Companies — Are You Leaving Money on the Table?
Electric buses can be expensive; there are numerous funding incentives and credits available to make the transition more cost effective.
PKF O’Connor Davies Welcomes Nkrumah Pierre as Partner
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that it has hired Nkrumah Pierre as Partner.
PKF Investment Banking Closes Sale of EWC Controls Inc.
PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies Advisory LLC, announced today that it represented EWC Controls Inc. (“EWC”) in the sale of its business to Research Products Corporation (“RPC”).
IRS Update on the Employee Retention Credit
The IRS announced on Thursday, August 8, 2024 updates on its handling of the remaining open Employee Retention Credit (ERC) claims.
PKF Investment Banking Closes Sale of Select Assets of BAUSCH Germany GmbH
PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies Advisory LLC, announced today that it represented BAUSCH Germany GmbH in the sale of select assets to Dietrich Engineering Consultants (“Dec”) Group.
Successful Transitions | The Value of Shareholder Agreements, ESOPs … and the Next Generation’s Search for Purpose
In this issue, learn how younger generations of prominent families are pursuing internal legitimacy as a path to a purposeful life.
Sharing Success Through an ESOP
ESOPs can provide significant benefits to shareholders, management and employees of privately-owned businesses.