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 MORENew York Wage Parity Compliance: April 20 Update, AUP Requirements and Common Misinterpretations
The New York State Department of Health (DOH) reissued its March 9, 2026 wage parity guidance on April 20, 2026.
Rick Simonsen Joins PKF O’Connor Davies as Managing Director in Transaction Advisory Services
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that Rick Simonsen, CPA, CM&AA, has joined the organization as Managing Director within its Transaction Advisory Services practice.
U.S. Cross-Border Reporting Rules: What They Mean for Tax, Enforcement and Financial Crime
U.S. cross-border reporting rules increase transparency and compliance while supporting tax enforcement and fraud detection.
Five Things Your Retirement Plan Auditor Wants You to Know
Late contributions, payroll inconsistencies and poor documentation can disrupt retirement plan audits.
PKF O’Connor Davies Rises to #8 in Vault’s 2027 “Best Accounting Firms,” Continuing Upward Momentum
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced it has been ranked #8 overall in Vault’s 2027 “Best Accounting Firms” rankings, advancing from its #9 spot in 2026 and further improving its position as a top 10 accounting firm nationwide.
PKF Investment Banking Closes Sale of Armistead Mechanical, Inc. to PremiStar, LLC
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 Armistead Mechanical, Inc. (“Armistead Mechanical” or the “Company”) to PremiStar, LLC, (“PremiStar”) a portfolio company of private equity firm Partners Group USA Corporation.
Private Credit’s Reality Check: Liquidity, Valuation and Borrower Risk
Liquidity mismatch, valuation uncertainty and borrower risk move from theoretical risks to practical challenges.
Fannie Mae’s 2026 Condo Lending Changes
Fannie Mae’s recent update to its condominium lending guidelines marks a clear shift in direction.
What Do the Most Fiscally Responsible Not-for-Profit Organizations Have in Common?
Fiscally responsible not-for-profit organizations share common financial practices that support stability and performance.
Impact of Recent NAIC Updates on Statutory Accounting and Reporting
The regulatory & statutory accounting environment changes as the NAIC updates accounting guidance & reporting instructions.
New York Wage Parity Compliance: Oct. 1, 2026, AUP Deadline and Multiyear Requirements
The New York State Department of Health recently issued sweeping changes to wage parity compliance.
FASB’s Internal-Use Software Guidance: What Companies Need to Know
New internal-use software guidance provides an opportunity to simplify how software development costs are evaluated and capitalized.