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 MORE2025 International Business Conference
Watch PKF O’Connor Davies explore the latest developments in international tax, trade, tariffs and compliance. Hear from leading tax professionals and legal experts as they share practical insights and global perspectives on tariffs, mobility, M&A and the evolving global minimum tax regime.
10 Tax Planning Tips for Nonprofit Organizations at Year-End
Tax planning at year-end is essential for tax-exempt organizations to ensure compliance and optimize financial operations.
18th Annual Private Foundations Executive Symposium
In its 18th year, the Annual Private Foundations Executive Symposium explored the evolving landscape shaping private foundations, with discussions centered on policy and regulatory developments, investment and fiduciary oversight, emerging applications of artificial intelligence and key updates affecting private foundation compliance.
2025 Private Foundations Year-End Wrap Up
As the year comes to a close, we reflect on the complex issues facing private foundations and, more importantly, the opportunities.
OMB Issues Final 2025 Compliance Supplement
After a lengthy delay, the U.S Office of Management and Budget (OMB) recently issued its final 2025 Compliance Supplement.
Accounting and Auditing Developments Nonprofit Leaders Should Know
We are pleased to share an article by Partner Alexander K. Buchholz, recently published in the winter edition of New Jersey CPA.
Accounting & Auditing Update for Not-for-Profit Entities
While the NFP community is in a period of relative stability, recent federal and state updates signal important changes.
Co-ops and Condos Can Benefit From Increases in Cost Basis: Here’s How
What many boards and managing agents may not realize is that portions of these charges can be treated differently for tax purposes.
From Diligence to Recovery: Managing Risk in Private Credit
The real challenge for today’s lenders is to build those safeguards into their process before the next default makes headlines.
PKF O’Connor Davies Releases 2025 Edition of Dental Practices by the Numbers
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the publication of its 2025 Edition of Dental Practices by the Numbers, delivering industry intelligence based on an extensive analysis of dental practice financial performance.
Preparing for 2026: How OBBBA Reshapes Itemized Deductions
The upcoming changes to itemized deductions under OBBBA make year-end a critical time for strategic planning.
Webinar Replay: Private Business Owners Succession Academy Session 3 – Selling the Business
Watch the final session of our 2nd Annual Center for Private Business Owners Succession Academy and learn how to prepare your business for sale to an outside buyer.