Insights
Is Your Accounting Policy Manual Up-to-Date?
Having an established and continuously maintained accounting policy manual is essential for any foundation.
PKF O’Connor Davies’ Christopher Petermann Named to Forbes’ ‘America’s Top 200 CPAs’
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to announce that Christopher Petermann has been named to Forbes’ list of “America’s Top 200 CPAs.”
A Winning Strategy: Corporate Accountability for Personal Devices
We share the following five best practices to help your financial services firm navigate this regulatory environment.
IRS Update on the Employee Retention Credit
On Thursday, June 20, 2024, the IRS announced updates on its handling of the remaining open Employee Retention Credit (ERC) claims.
Worldwide Tax Guide 2024/25
Our most comprehensive Guide to date covers the latest tax and business regulations for more than 150 countries.
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.