Insights
Webinar Replay: Strategies for Positioning Your Company for Sale and Tax Considerations
We invite you to watch this insightful webinar that discusses tax reduction strategies for the sale of a business and […]
Webinar Replay: Comprehensive Review of Form 990-PF and Avoiding Common Pitfalls
In collaboration with Philanthropy New York, we’re pleased to announce the return of our educational Form 990-PF workshop. Last year’s […]
Update on OMB’s Major Revisions to Uniform Guidance
It appears from the revisions that OMB recognizes the challenges some organizations face in trying to access federal grant monies. Read more.
US Tax Reporting Requirements of Australian Superannuation Pension Plan
One of the major differences between a Super plan and its U.S. equivalent is the source of its funding.
Employee Benefit Plans Alert – June 2024 Edition
Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for June 2024.
Not-for-Profits – 5 Risks and 5 Actions
Equip your not-for-profit organization with the tools it needs to maintain public confidence and support.
SEC Amendments to Regulation S-P: What Broker-Dealers and Registered Investment Advisors Need to Know
The new amendments consist of two primary components – the safeguard rule and the disposal rule.
Selling Your Business? Be Prepared for ERC Review
It’s no surprise that potential acquirers and investors are looking closely at target companies that have claimed or received ERCs.
PKF O’Connor Davies Family Office Named Top ‘Accountancy Advisor’ by 11th Annual Family Wealth Report Awards
Practice area honored for delivery of exceptional accounting and advisory solutions to family offices, ultra high-net-worth individuals and other private clients.
PKF O’Connor Davies Welcomes Oren Glass as Partner
Tax Partner possesses nearly two decades of experience delivering private client services.
Grantmaking to Religious Organizations
Even with very strict due diligence procedures in place, questions arise when a first-time grant to a place of worship doesn’t fit in nicely to a foundation’s existing processes, checklists, etc.
Best Practices for a Successful Month-End Close
Streamlining your month-end close process is critical to increase the efficiency and accuracy of your monthly financial reporting.