Insights
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.
Latest Fraud Trends: What You Need to Know
Our forensic accounting experts weigh in on the highlights of the ACFE’s 2024 Report to the Nations.
Webinar Replay: Long Island Not-for-Profit Executive Forum
We invite you to watch our inaugural Long Island Not-for-Profit Executive Forum webinar that focuses on recent tax compliance and […]
REITs Get the GREEN (Energy) Light on EV Charging Stations
We questioned how REIT tax status might be impacted if receiving income from electric vehicle charging stations (EV Stations).
AI Adoption: Three Key Compliance Strategies for Investment Managers
Implementing AI should be an iterative and exhaustive process — more a marathon than a sprint.
Beyond the Audit
Building a solid relationship with your auditors is an important component of success for any organization.
Webinar Replay: How Family Businesses and Offices Can Protect Wealth in Today’s Environment
Watch this enlightening webinar focused on how to safeguard and preserve family wealth. Pat Soldano and Russ Sullivan from Family […]
Demystifying Vendor Risk Management
Building a sound vendor management program is a process that requires effort and resources to do it correctly.