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 MORESix 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.
Doing Business in the U.S.
In this webinar, Leo Parmegiani and Evgenia Belyavskaya of PKF O’Connor Davies; Catherine Heyes of PKF Littlejohn and Gavin West […]
Maher Masri Joins PKF O’Connor Davies as Partner and Chief AI and Transformation Officer
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Maher Masri has joined the organization as Chief AI and Transformation Officer and Partner.
Can Your AML Program Demonstrate That It Works?
Missed warning signs, delayed investigations and unresolved control weaknesses can arise in institutions of any size.
PKF O’Connor Davies Ranked #1 Internship Program Nationwide by Vault for Fourth Consecutive Year
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that its internship program has been ranked #1 nationwide on Vault’s 2027 “150 Best Internships” list for the fourth consecutive year.
NYC Standard Audited Financial Report (SAFR): Effective for Fiscal 2027
Affected providers should assess whether they meet the threshold and coordinate with their CPA firms before implementation.
The Future of Your CDFI Depends on Tackling Three Emerging Issues: Funding, Impact and Innovation
It is vital for CDFIs to increase capital to continue serving low-income communities and fulfill their missions.
New York Will Officially Opt Into the Federal Scholarship Tax Credit Program
The Program provides a $1,700 nonrefundable federal income tax credit for qualifying cash contributions from individuals to SGOs.
New Jersey Municipalities: 5 Budget Risks You Should Plan for Now
Now is the time of year when municipal finance teams across NJ begin moving from assumptions to serious drafts of next year’s budget.
Painting an Accurate Picture of Your Not-for-Profit: Net Asset Classification Matters
Risks of incorrectly classifying net assets can materially affect your organization’s financial flexibility and operating health.
PKF O’Connor Davies Adopts AI-Enabled DAS Suite Powered by Caseware Verity, and Joins the Caseware Agentic Pioneer Program
As AI continues to reshape the future of assurance, PKF O’Connor Davies is taking an active role in advancing how emerging technology is responsibly integrated into the audit profession.
Missed an Estimated Tax Payment? Why Year-End Withholding May Help
A scenario tax professionals see every fall: a taxpayer suddenly realizes that they have missed an estimated payment or simply have not paid enough.