Insights Center: 2025 Tax & Legislative Changes
Individuals, businesses and not-for-profit organizations are all affected by the new tax law – and we are ready to help. Start by staying informed; you’ll find our analyses of the new law’s many provisions here.
LEARN MOREPKF Investment Banking Closes Sale of Nashville Sheet Metal to Heritage Holding
PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced today the successful close of the sale of Nashville Sheet Metal, LLC (“Nashville Sheet Metal” or the “Company”) to Heritage Holding (“Heritage”).
Quasi-Endowments: Supporting Long-Term Sustainability With Flexibility
Whether or not your NFP relies on endowments as a funding source for long-term support, you might consider a quasi-endowment.
Michael Bavli Joins PKF O’Connor Davies as Managing Director in Transaction Advisory Services Practice
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Michael Bavli has joined the organization as a Managing Director within its Transaction Advisory Services practice
Financial Reporting Updates: Key Takeaways for NFPs
NFP organizations are experiencing a relatively stable period for new accounting guidance, though a few updates are worth reviewing.
Financial Reporting Updates for Not-for-Profit Entities
The NFP community continues to benefit from a relatively stable period for new accounting guidance. Several updates have been issued.
Ben Zinder Joins PKF Investment Banking as Managing Director and Co-Head
PKF Investment Banking, the investment banking affiliate and subsidiary of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced today that Ben Zinder has joined the Firm as Managing Director and Co-Head.
Ways Plan Sponsors Can Strengthen Their Employee Retirement Plans
To stay compliant with governing laws and regulations, plan sponsors need to implement effective internal controls.
The CFO-CHRO Alliance: Building the Workforce at Every Inflection Point
When the realization hits that your existing teams no longer fit the business, it’s time for a workforce redesign.
Donor-Advised Funds: A Guide for Private Foundation Leaders
A DAF is a separately identified charitable fund or account controlled by an eligible public charity.
Kevin Gehrmann Joins PKF O’Connor Davies as Partner in Commercial Tax Practice
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Kevin Gehrmann, CPA, has joined the organization as a Partner within its Commercial Tax practice.
Making the Most of an Expected Pause in New GASB Standards
GASB has issued new standards that governments have been required to implement, one after another for more than a decade.
Six Critical Actions to Maintain Financial Clarity Between Your Private Club and Its Charitable Organizations
Private clubs and their charities must maintain the integrity required of separate tax-exempt entities.