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 MORECalifornia’s New Sales Tax Rules for Digital Products
Firms should begin evaluating how the proposed legislation could affect their compliance obligations.
U.S. Food & Beverage M&A Industry Update – Summer 2026
Buyers are prioritizing businesses with resilient demand profiles, differentiated brands, pricing power & clear avenues.
Charitable Giving after OBBBA: Changes for Individuals in 2026
Taxpayers should consider whether to itemize, which assets they donate and whether an IRA distribution offers a better result.
Charter School Audit Season: Planning for Fiscal Year 2026
Early attention to federal funding, audit support, school-specific risk areas & internal policies can help reduce delays.
NYC Pied-à-Terre Surcharge May Proceed for Now Following Appellate Stay
The appellate stay means the city may continue processing applications. Therefore, be mindful of the September 18 exemption deadline.
Secondary Transactions and Fair Value: What Market Prices Really Mean Under ASC 820
Fund managers, CFOs and valuation committees, investors and allocators and evergreen-fund sponsors are keeping an eye on secondary-market transaction activity.
New Jersey and Pennsylvania Budget Update
New Jersey’s fiscal year 2026-27 budget introduces several significant tax changes that could affect business tax planning.
Managing 401(k) Forfeitures: Five Best Practices for Plan Sponsors
A disciplined process for reviewing and applying forfeitures can help reduce that risk and strengthen overall plan governance.
Daniel Pannone 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 Daniel Pannone, CPA, CFE, has joined the organization as Managing Director in its Transaction Advisory Services practice.
A New Era for Group Exemption Rulings: Strategic Considerations for Nonprofit Networks Under Rev. Proc. 2026-8
The IRS’s decision to reopen the group exemption process reflects a broader regulatory focus on accountability.
Accounting Infrastructure for Reliable Financial Information
A strong infrastructure makes financial information reliable, audit-ready and usable by lenders, investors, boards and acquirers. Read on.
SEC Sharpens Its Focus on Accounting and Financial Reporting Enforcement
On August 5, 2026, the SEC announced the formation of a specialized Financial Reporting and Accounting Unit.