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 MOREUnderstanding the 5% Payout Rule
The 5% payout rule requires private foundations to distribute a portion of their assets annually.
The Proposed HIPAA Security Rule May Not Be Final but the Signal It Sends Is
The proposed HIPAA Security Rule reflects increased scrutiny of patient data protection and a more active enforcement environment.
Supply Chain Disruption and Strategic Planning Amid Middle East Conflict
Escalating conflict in the Middle East is once again placing pressure on global supply chains.
MEPs and PEPs: Simplifying Your Retirement Plan May Create Tradeoffs
MEPs & PEPs can simplify retirement plan administration, but plan sponsors must evaluate governance and total cost.
PKF O’Connor Davies Named a 2026 ‘Best Company to Work for in New York’
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced that it has been recognized as one of the ‘2026 Best Companies to Work for in New York’ by the New York State Council of the Society for Human Resource Management, Best Companies Group, BridgeTower Media and Rochester Business Journal.
Strategic Growth Amid Increasing Complexity – The New CFO Playbook
CFOs face an expanding mandate to drive strategic growth across increasingly complex organizations.
Preparing for the 2026 Qualified Opportunity Zone Gain Recognition
All previously deferred gains invested in Qualified Opportunity Funds (QOFs) must be recognized no later than December 31, 2026.
Preparing for the 2026 NJ Municipal Budget: Key Insights from Our Seminar
Municipalities and counties across New Jersey are beginning the process of introducing and adopting their 2026 budgets.
The Iran Conflict May Be Overseas. The Cyber Disruption May Not Be.
A global medical technology company confirmed a cyberattack that knocked out parts of its worldwide network this week.
The Potential Shift to Schedule III: Tax and Financial Implications for Cannabis Companies
While the change would not constitute federal legalization, it represents a critical planning moment for the industry.
Vital Tax Considerations for a Successful CPA Merger
Selling a business involves significant tax implications that are critical to both sellers and buyers.
Valuation Insights: Six Ways to Optimize Your Organization’s Value
For firms considering a sale or merger, ending with the most favorable price means starting with advance planning.